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How can I quickly add multiple people to a Family Connections case that I've previously worked on outside of the tool?
How can I quickly add multiple people to a Family Connections case that I've previously worked on outside of the tool?

If you already have cases you've been working on that you'd like to add to Family Connections, utilize the import feature!

Samantha Grumet avatar
Written by Samantha Grumet
Updated over a week ago

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]

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