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Member Data Hygiene is a staff workflow in Members → Data hygiene. Use it before publishing a directory or after importing records from another church management system.

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Review the data-quality summary

The summary highlights duplicate records, incomplete profiles, directory consent that needs review, address values that can be normalized, and the quality of the latest import.

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Resolve duplicate records

Open the duplicate report to compare records that match on email, phone, or a name-and-city combination. Choose the record to keep and confirm the merge. The kept record receives missing values from the duplicate. The duplicate is archived safely, so the action does not permanently erase the record.

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Standardize addresses

Preview normalized city, state, country, and postal-code values first. Apply the changes only after the preview looks correct. Use the missing-profile and consent counts to contact members or update records before they appear in the directory. Directory visibility and per-field privacy remain controlled by the member and the church’s directory settings.

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Migrate an existing church database

Use the guided CSV import and select the source format for an export from Planning Center, Breeze, Subsplash, or Tithe.ly. Map the columns, run the import, and review accepted, failed, and skipped rows in the import quality report before repeating an import. The migration workflow uses exported files; it does not connect directly to a third-party provider account.