Import People

Importing people allows you to add many people into Breeze all at once. This is a great way to add new people in bulk to your database. 

To Import People

  1. Navigate to the Account Settings (mceclip3.png) > Bulk Tasks > Import People. 
  2. Download the template file and populate it with your people data.
  3. Import the revised file using the "Import People" button. Use the key below for determining how to delete the preloaded data and to populate the data on the excel file for import.

Note: The template file is dynamically generated based on the profile fields you have set up. If you'd like to import data beyond the default fields, first add the new fields and then download the template file. You'll see the new fields as new headers in the template file.  It is recommended to not delete or remove the columns in this template or it will break the import process.

If you're interested in updating people that already exist in your database, take a look at our Bulk Update People article.

Deleting Preloaded Data on Template

When you download the Import Template it is going to come preloaded with information that will need to be deleted before you can begin filling in your data. In order to properly remove this information, you will need to Highlight the Rows, "Right Click" and select "Delete". Simply highlighting and using delete on your keyboard will only clear the cells and will cause issues upon importing back into Breeze. 

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You are able to delete Rows from the template, but you cannot remove any of the columns. All Column Headers must remain in place in order to be imported back into Breeze. If you leave a cell blank, no information will be uploaded to this person's profile, for this particular profile field. 

Understanding Fields on the File

Field

Options

Examples

First Name String Jack
Susan
Arnold
Sara
Last Name String Rogers
Smith
Doe
VanDerSloothen
Middle Name String David
Elizabeth
James
Emelia
Nickname String Dave
Sue
Jimmy
Emma
Maiden Name String Hook
Rock
Gender "Male"
"Female"
Male
Female
Male
Female
Marital Status "Married"
"Single"
"Engaged"
"Divorced"
"Widowed"
"Separated"
Married
Married
Single
Engaged
Age
Age is stored as a person's birth date, allowing Breeze to automatically determine age. If only month and day are known, set the year to 0000 as Breeze will then exclude the year when displaying.
mm/dd/yyyy 5/8/1985
1/2/1997
6/13/0000
11/9/1959
Family ID
Family IDs serve to connect people together in the same families. Family IDs can be any value; Breeze will simply look for matching values. If a Family ID does not have any others that match it (i.e. a person is the only one in that family), it will be ignored.
Anything 101
101
351 8th St.
351 8th St.
Anderson
Anderson
Family Role "Head of Household"
"Spouse"
"Adult"
"Child"
Head of Household
Spouse
Child
Child
Grade
Grade is stored by graduation year. Breeze automatically computes the grade by the graduation year, preventing the need for administrators to have to update the grade each summer as this happens automatically.
yyyy 1995
2016
2030
1987
Mobile
Breeze is flexible when it comes to what format is used to import phone numbers. This mobile phone field is what the SMS texting feature uses.
String 616-123-4567
123-4567
6161234567
616 1234567
Home
Breeze is flexible when it comes to what format is used to import phone numbers.
String 616-123-4567
123-4567
6161234567
616 1234567
Work
Breeze is flexible when it comes to what format is used to import phone numbers.
String 616-123-4567
123-4567
6161234567
616 1234567
Email

String

Commas (,) for listing multiple emails

john.smith@test.com, jsmith@test.com
theresa.rogers@test.com
ilovekittens23@test.com

Street Address

Needing to have a second line? Use <br> before the second line text. Do not include a space before the second line's text.

Example: 123 Street<br>Unit 45

String 123 Main St.
456 8th Ave.
789 Toad's Turnpike
City String Grand Rapids
Palo Alto
Green Hollows
State Two digit abbreviation MI
CA
AK
Zip String 12345
67890
T0E 1S2
Single Line (generic)
This data cannot be filtered.
String This person loves candy
This person likes kittys
This person dislikes spiders
Multiple Choice (generic)
If an option doesn't already exist in Breeze, including it in the import file will automatically create it. That said, if you'd like the options to be in a certain order, it's advisable to create them first, otherwise Breeze will order them based on the order they are uniquely found in the import file.
String Attender
Member
Member
Visitor
Inactive
Checkbox (generic)
If an option doesn't already exist in Breeze, including it in the import file will automatically create it. That said, if you'd like the options to be in a certain order, it's advisable to create them first, otherwise Breeze will order them based on the order they are uniquely found in the import file.

To check multiple options, separate them with a semicolon.
String Leadership
Teaching
Hospitality
Leadership;Teaching
Giving;Teaching;Leadership
Dropdown (generic)
If an option doesn't already exist in Breeze, including it in the import file will automatically create it. That said, if you'd like the options to be in a certain order, it's advisable to create them first, otherwise Breeze will order them based on the order they are uniquely found in the import file.

Dropdowns are ideal for longer lists where the multiple choice options would take up too much space.
String Class 101
Class 102
Class 103
Class 104
Class 105
Class 201
Class 202
Class 203
Class 204
Class 301
Class 302
Notes (generic)
This field cannot be filtered.
Paragraph (generic)
The paragraph field allows a church to place descriptive text on the profile pages. This descriptive text is the same on every page. It is not user-specific and is defined once when setting up the field. This field cannot receive imported data.
- -
Date (generic)
If only month and day are known, set the year to 0000 as Breeze will then exclude the year when displaying.
mm/dd/yyyy 5/10/2002
11/7/2017
2/26/1950
3/12/0000
 
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Comments

8 comments
  • Are we free to delete columns and rows from the upload template file? We are often importing large amounts of data that only requires a few of the fields.

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  • Although we are entering birthdates in our .csv file formatted as MM/DD/YYYY, the .csv protocol forces the display in individual cells to be MM/DD/YY; the formula bar, however, displays the date as MM/DD/YYYY. Yesterday, after ensuring the Birthdate field in our .csv file was formatted as MM/DD/YYYY, we did the import and Breeze gave us an error message about 2-digit years in the Birthdate field. Oddly, it said that some of the dates would be changed to years 19** and some would be changed to 20**. (E.g., a birthdate of 3/26/96 would be changed to 3/26/1996, and 5/16/64 would be changed to 5/16/2064). I.e., Breeze's rule for reading the .csv file seemed to be inconsistent from line to line. How can this be resolved?

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  • Hi Debi,

    Great questions.

    1) Yes, you can delete columns and rows from the upload file with the following exceptions:

    • If importing the address, you must include all address columns (street, city, state/province, and postal code).
    • If importing family information, you must include both family ID and family role columns.
    • If importing phone numbers, you must include all three phone number columns (mobile, home, work).
    • The Last Name column is required.

    2) If your CSV file includes 2 digit years Breeze will determines the century by using a cutoff year of 2069.

    • Year values in the range 00-69 are converted to 2000-2069.
    • Year values in the range 70-99 are converted to 1970-1999.

    By default Excel determines the century by using a cutoff year of 2029.

    • Year values in the range of 00-29 are converted to 2000-2029
    • Year values in the range of 30-99 are converted to 1900-1999

    To convert your 2 digit years to 4 digit years in Excel:

    1. Open up your CSV file in Excel.
    2. Change the the format of the date columns to "Date".
    3. Save the file as a CSV file.
    4. Verify that the 2 digit years have been converted to 4 digit years by opening the CSV file with a text editor (not Excel) and checking the dates.

         Note: If you don't change the format it will keep the 2 digit years when you save.

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  • Would it cause import problems to leave a blank row between family units? Each unit has its own unique ID already - I'm just finding it helpful to space out each group. I can always go back and delete them when I'm done with this import, but one less step is always appreciated. Thanks!

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  • @recoordinator, 

    Great Question!  I see how that can be helpful!  As it turns out, the import will prompt an error and will not process if you have missing rows.  However, if you're new to Breeze and would like our team to import the list for you, we'd be happy to help.

    Here's a link with more information

    I hope this helps!  Keep up the great work!

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  • I'm looking to do an import of users from a bulk mail service.  I have the CSV files and would like to import them into Breeze.  I fair portion of the 1500 records already exist in Breeze and I was wondering how Breeze handles potential record duplication.  Ideally, I'd like Breeze to reject any record from the import that has an identical email address.  An extra added bonus would be to mark any imported record with a tag that we use for mass communication.  Am I dreaming?

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  • @office

    Thanks for reaching out to us! Breeze handles Duplicate entries very well and gives you 3 different options on how to do so. See here: Combining Duplicate Profiles

    When you import the files, Breeze won't reject any profiles, however, it will detect duplicate profiles and give you the opportunity to Merge if necessary. After the import, you can easily select the newly imported files and assign them to a tag if necessary! Please feel free to give us a call if you need us to walk you through this!

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  • Thanks for explaining about how Breeze won't duplicate existing people if they are reimported. Are existing tags lost though? Your reply to @office implies that you might have to re-assign the tags. We're exporting and re-importing because we formatted phone numbers incorrectly and it's easier to format using Excel. Thanks for your help.

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