Moving your people across

1. Go to People → Import and choose where your data is coming from. Follow the steps shown for getting the file out of that system.
2. Upload the CSV file. We match the columns for you; check them, and change any that are wrong.
3. Look through the preview: who’ll be added, who’ll be updated, and any problems. Nothing is saved yet.
4. Import. Everyone in the file is tagged so you can find them, and you can undo the whole import for 7 days.

Then bring across giving history, Gift Aid declarations, group memberships and attendance from People → Import → "Import giving, Gift Aid, groups or attendance". Tell us up to what date Gift Aid was already claimed in your old system, so nothing is claimed twice.