Do you have an existing document where you keep track of people, their contact information, and other relevant information? Do you want to add that information into Family Connections but don't want to do it one by one manually? We have a solution, check out our Import feature below!
Step 1:
Click "Import" on the top-right corner of your case bar
Step 2:
Choose a file you would like to upload. The file types that are accepted are: CSV, XLXS, XLS
Optional: You can download our CSV template.
Step 3:
Now you will sort the information. The left column shows the columns that are in your document and the right column is where you want to sort the information into Family Connections. For example, in my Excel document I had a column for First Names, then I want that information to be sorted under First Name in Family Connections.
Step 4: Select/Unselect which relationships you want to import to your case, and double-check their contact information in the preview available to you. When done, click the "Import Relationship(s)" button.
A new workspace will be created from your import. These relationships will now be people in your case, and can be used to fill in any placeholder on any workspace.
If you run into any issues or need a walkthrough of this process, please reach out to [email protected]
Please Note:
If you have inexact addresses in your import document (e.g., 123 Main Street vs 123 Main Street, Denver, CO) make sure to click the 'Disable Address Autocomplete' checkbox
Physical addresses in the CSV will be auto-formatted and verified during import, so if there is only a partial or incorrect address you will get an error trying to import. When you select the 'Disable Address Autocomplete' checkbox, physical addresses will be imported exactly how you've entered them in the CSV
If you still have questions, reach out to us at [email protected]