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 Member 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 few questions

If anything in the file is unclear, the wizard asks a short question or two. Your answers are kept with the import as a record of what you meant. They don't change what gets brought in, so pick an option for each and move on.

Look over anyone who seems familiar

When a row resembles someone you already have, the wizard lists it and offers Update the existing person, Skip this row, or Keep as a separate person. Read the note on that step before you choose. The ID column is what actually decides: a row whose ID matches someone already in NestPoint updates that person, and every other row comes in as a new record. Your choices here are kept with the import for review. To combine two records afterward, use the merge tool on the member.

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.