Bring your members in: CSV import

The Imports wizard brings people and records into NestPoint from a spreadsheet — no special format required. It reads your file, matches your columns to the right fields, shows you exactly what it will do, and saves nothing until you say so. Coming from ServTracker or Focus specifically? Use Bring your members in: ServTracker or Focus import instead — that importer already knows those systems' exports.

Open the wizard and pick what you're bringing in

Go to Imports and choose what the file holds: People, Households, Relationships (guardian links), or Membership tiers. Most organizations start with People. You can run the others afterward once your roster is in.

Drop in your file

Drag your spreadsheet onto the upload area, or click to choose it. Spreadsheets and contact files are welcome — .csv, .xlsx, and more. If the file has more than one sheet, NestPoint asks which one holds the records you want.

Check the column matches

NestPoint reads your headers and proposes a field for each column — your First name column becomes the first name, and so on. Each row shows a sample value so you can tell at a glance whether the match is right, and you can change any of them from the dropdown. Anything you don't need, set to Don't import this column.

Answer a couple of questions

If anything in the file is ambiguous, the wizard asks a short question or two before continuing — the kind of thing only you can answer about your own data. Pick an option for each and move on.

Sort out anyone who looks familiar

When a row looks like someone you already have, the wizard lists it and asks what to do. For each match you can choose to Update the existing person, Skip this row, or Keep as a separate person. It matches on the ID and other details, so this step is where near-duplicates get caught before they land.

Preview, then bring it in

Before anything is saved, you see the whole picture: how many records will be added, updated, and skipped, a peek at a few example rows, and any rows that need a fix first. Nothing is written yet. When it looks right, choose Bring this data in to commit.

If some rows need a fix

When the preview flags rows — a missing required field, an ID that isn't unique — it names the row and what's wrong. Fix those rows in your spreadsheet, then upload the file again. The good rows go in cleanly, and the ones you corrected join them on the next pass.