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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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ACS People Suite

Export MissionInsite Data from ACS

MissionInsite is a set of tools you can use to better understand the community in and around your church.

MissionInsite's analytics and reports show you key behavioral, socioeconomic, financial, religious, and demographic characteristics.

While you may already track some of this information about your parishioners, MissionInsite reveals strategic needs and opportunities in your community. This allows you to turn the data into decisions and take actionable steps to improve your outreach.

For example, using the PeoplePlot tool, you can plot parishioners and constituents on a mapping interface. From the map, you can determine the size of your ministry area, visualize your reach into the community, and more.

After registering for MissionInsite, you can export your ACS member and financial data, then import it into MissionInsite.

  1. Process a search that includes the records you want to import into MissionInsite.
  2. On the Search Information tab, click MissionInsite Export.
  3. Select People Export for MissionInsite or Giving Export for MissionInsite. If you select the giving export, select the Date Range.
  4. Select the Export Location. When your export is complete, it's saved in this folder on your computer.
  5. Click Run Export.
After downloading the export, you can open the file in Microsoft Excel or import it into Google Sheets. You must review certain fields before importing the file into MissionInsite. After reviewing and editing the file, save it as an .XLS or .CSV file.

Once you review and update your export, it's time to import your congregant list into MissionInsite and plot people.

After uploading, MissionInsite processes your data. You'll receive an email when this is complete. Then, you can log in and view your congregants on the plotted map.

Last updated: February 13, 2024