Although it’s super easy to input data into klemi using the normal interface, for most churches it makes sense to upload your existing data in one go. Make a copy of this spreadsheet (see under the file menu) and populate as best you can (see below). Let us know when you’re ready to import by sending us the link to your file. It is vital that you do not change any of the column headers.
We will then add that file URL to your settings (If you want to do this yourself, feel free – you just need change your members integration to “sync” and ensure that the file you link to is a publicly available CSV file with the same headings as the file linked to above)
Once the file URL is in your settings you can keep making changes to that file for a while even after your first import – however to avoid duplicating users you must have a User ID filled in for each user when importing multiple times. In any case we suggest that, to avoid confusion, you move quickly over to using klemi for all adding and editing of data. At that stage you should set your member syncing to “klemi” and remove the syncing URL from your settings so as to avoid your information on klemi being overwritten.
Filling in the import spreadsheet
A few more remarks on filling in the import spreadsheet.
- Column headers must remain exactly the same (that includes not changing case, spaces, etc, etc. – basically just don’t touch them and you’ll be fine ;-)).
- Input as many fields as you can.
- Family ID needs to be a unique integer, and must be filled in.
- Unique user ID must be added if you want to keep klemi in sync with this spreadsheet. It can be left out if you only want to import once.
- “Mark as Adult” helps klemi work out who is a parent. Input “yes” if they are a parent.
- “Head of Family” makes klemi list this person first. Any value in this cell puts a person first in the listing.
- Any value in “Permission for Address Book” tells klemi to record that you have obtained permission to hold information on this person.