Importing Data into SteepleMate
Step 1: Accessing the Data Import Tool
Go to the Administration Menu
From your SteepleMate dashboard, click on "Import Data" to begin the process.Select an Import Option
Choose the import option that best suits your data needs (e.g., people or contacts) and download the appropriate data template provided by SteepleMate.
Step 2: Preparing Your Data for Import
- Download and Review the TemplateSteepleMate provides a template that corresponds to your chosen import option. Make sure your data is formatted according to this template to avoid errors during the import process.
Populate the Template with Your Data
Fill in the relevant fields in the template, ensuring all required information (such as names, addresses, and contact details) is entered correctly.
Step 3: Uploading Your Data
Click "Upload SteepleMate Person Format"
Once your data is ready, click this option to start the upload process.Browse for Your File
Click Browse to locate your prepared file on your computer, then select it for upload.Upload Your File
After selecting your file, click Begin to begin the import.
Import Options and Validation
Validate Cell Phone Numbers
If you want to ensure all cell numbers in your import are valid for texting, select the Validate Cell Numbers option. This process incurs a small one-time charge per number validation but ensures your contact numbers are accurate.First Row Contains Column Names
If the first row of your template contains the column headings (e.g., Name, Address, etc.), be sure to select this option so SteepleMate knows to ignore this row during the import.Mark Individuals as Active Members
If all the individuals you're importing are active members of your congregation, you can check the Mark All Individuals as Active Members option. This will automatically categorize them as active upon import.
Step 4: Completing the Import
Once you have reviewed and selected the additional options:
Finalize the Upload
SteepleMate will process your file and begin importing your data. Depending on the size of your data file, this may take a few moments.Verify the Import
After the import completes, you can review the data in your Person Manager to ensure that everything has been imported correctly.
Related Articles
Data Import Guide: Row-Per-Person Format
We’re thrilled to have you on board. This guide will walk you through the process of importing your church member information. Follow these steps carefully, and you’ll be set up in no time. Important Notes: Family ID: Each family must have a unique ...Organization Settings in SteepleMate Free
Welcome to SteepleMate! This guide will walk you through the essential steps to set up your Organization Settings so your church can start using SteepleMate efficiently. If you need additional help, don’t hesitate to reach out to your Account ...Checklist for Getting Started with SteepleMate Free
Welcome to SteepleMate! We're so glad you made it to SteepleMate! As you explore the system, you'll find many opportunities to fine-tune and configure settings to meet your needs. Getting Started Once you've created a SteepleMate account, we ...How to Customize Date Fields in SteepleMate
SteepleMate now allows you to customize up to six date fields in member profiles. This feature gives your church flexibility in tracking key milestones such as baptism dates, first visits, membership anniversaries, and more. These fields can also be ...How to Set Up Call Forwarding in SteepleMate
Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...
Recent Articles
How to Set Up Call Forwarding in SteepleMate
Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...How to Change Your Primary Email Address for Your SteepleMate Login
If you need to update the primary email address associated with your SteepleMate login, please follow these steps carefully. Note: For security reasons, this change must be completed by the account holder themselves. Log in to your SteepleMate ...How to Enter Donations from Organizations or Companies in SteepleMate
If your church receives contributions from organizations or businesses, you can track those donations in Offering Management just like you would for individual members or guests. This article will walk you through how to properly enable and record ...Troubleshooting a Black Screen on SteepleMate Billboard
If your SteepleMate Billboard screen goes black or stops cycling through slides, it's possible that more than one instance of the Billboard app is running. This can cause conflicts or prevent the display from working as expected. Step-by-Step Fix Use ...Managing Web Kiosk Submissions
Audience: Church administrators using SteepleMate Free Focus: Reviewing and managing prayer requests, testimonies, and messages submitted through the Web Kiosk What Can Church Members Do? From the Web Kiosk, members can: Sign In for Prayer or Fasting ...