Import members (CSV)

For: StaffOrg admin

Last reviewed: 2026-10-19

Import uses the Import CSV wizard on Membership. If your list is in Excel, export the sheet as UTF-8 CSV and upload it there (.xlsx is rejected).

TL;DR

People & Connection → Membership → Import CSV, download plantilla_importacion_miembros.csv if shown, fill rows, map columns, and confirm.

Steps

Go to People & Connection → Membership (/admin-church/members).
Click Import CSV.
Download the plantilla_importacion_miembros.csv template (UTF-8 BOM) if the wizard offers it.
One row per person. Required columns only: Nombre and Apellido. Other columns are optional.
Save as UTF-8 CSV if you started from Excel.
Upload, review automatic or manual mapping (or — Omitir —), and confirm.

Template and rules

The template has 37 columns (names as in the Spanish template): Nombre, Segundo Nombre, Apellido, Segundo Apellido, Correo Electrónico, Teléfono, Tipo de Teléfono, WhatsApp Habilitado, Idioma Preferido, Fecha de Nacimiento, Edad, Género, Estado Civil, Nacionalidad, País, Estado/Provincia, Ciudad, Dirección, Código Postal, Bautizado, Fecha de Bautismo, Cómo Llegó, Cómo Llegó (Otro), Cómo Nos Conoció, Consentimiento Parental, Información Médica, Personas Autorizadas para Recoger, Etiquetas, Intereses, Dones Espirituales, Habilidades, Disponibilidad, Campus, Rol, Estado, Número de Sobre, Etiqueta RFID.

Mapping: automatic (ES/EN/alias, case-insensitive), manual, or — Omitir —.
Email, if present, must be valid. Phone, if present, 7–15 digits → E.164 using Country (default US). Nationality uses ISO-2 when provided.
Flexible dates; yes/no, true/false, 1/0; comma-separated lists. Default role: member. Default status: active. New campuses respect the plan limit; all-campuses assigns everyone.
Duplicates: by email only (lowercase) within the same church. Existing email → skipped (Omitidos por duplicado), never updated. Duplicates inside the file: warning; first row wins. No email → always creates new. Error rows are excluded.

Import requires access to the user’s church (isolation guard).

Export: Export CSV on the same screen. See Export members.

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