Import your families into People

People is one list of every family, volunteer, buyer, and donor your organization knows, from every tool. Anyone who signs up or buys is added for you.

Import a spreadsheet

1. Go to People.
2. Open Import a spreadsheet.
3. Click Download contacts-template.csv, or use your own file with columns for Name, Email, Phone, and SMS consent. Email is required.
4. Drop your CSV into Choose a CSV, or drag it here. Excel, Google Sheets, and Numbers all save CSV.
5. Check the preview. Rows that need a fix are flagged and left out.
6. Add an optional tag, like fall-2026-families.
7. Click Import. The button shows how many rows are ready.

Add one person

1. Open Add a person.
2. Fill in Email, and Name and Mobile if you have them.
3. Check They agreed to texts only if they said yes to texts.
4. Click Add person.

Good to know

• Importing again updates people who are already there. It does not make duplicates.
• Put yes in the SMS consent column only for people who agreed to texts.
• Search by name, email, phone, or tag, and filter by Email OK, Text OK, or Unsubscribed.
• Free holds 200 households. Past that, signups still add families, but you cannot add or import by hand.
• Owners, admins, and helpers with People can see the list. Adding needs editor access or higher.