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Member migrations preview every outcome before import

Church teams can now choose the system a member CSV came from and review what will happen before adding anyone to the directory.
  • Start from Planning Center People, Breeze ChMS, Subsplash People, Tithe.ly People, or a general CSV template.
  • Review suggested mappings for names, contact details, provider IDs, demographics, addresses, and joined dates.
  • See accepted, duplicate, rejected, and empty-row counts before committing.
  • Download duplicate and rejected rows with clear reasons for correction.
  • Import only accepted rows, then undo that migration from Import History if the source file needs to be corrected.
Uploaded files and review reports are encrypted while stored. Migration access is limited to the church and its authorized Members staff, and audit history keeps outcome counts without copying member contact details or raw CSV values. Imported members are not invited automatically, giving staff time to review the directory before sending access invitations.