Upload People into MissionInsite

Uploading people defines your ministry area. This lets you see your ministry's reach and depth so you can connect and build relationships with members.

Before you can upload people data, make sure your data is properly formatted in an Excel or .csv format. Ministry partners using one of the following products can find detailed instructions for creating a export prior to uploading.

For others, use the best practices for exports listed in the ACS or PDS help articles below.

To upload people and use People Plot, you must be a church administrator. You can request access from your agency administrator.

To import congregants
  1. Log into MissionInsite with your username and password.
  2. If your organization has multiple studies, under Which Study Would You Like to Work With?, select your study’s name.
  3. In the User Assistant, under What Would You Like to Do?, click People Plot.
  4. Click Upload People, then Next.
  5. Select a Study and People Type, then click Next.
  6. Enter a Submitted Byname and Email, then click Next.
  7. Under Text Attribute Mapping, update the Actual Codes for Member Status and Member By Means, if applicable. Click Next.
  8. Under Congregants (Default) Upload, click Choose File.
  9. Select the file, then click Open.
  10. Click Next.
  11. If your uploaded file contains any errors, those display. Open the file in Excel and correct any errors. After correcting the errors, click Previous, upload the file again, and click Next.

Plot People

After a church administrator uploads people, you can plot people on a map.

Plotting people helps you define ministry areas and see the depth and reach of your ministry.

You can display all or some congregants in your plot, and you can color code your plot's legend by member status, church, or distance from the church. You can also create a custom plot to display congregants according to their first attendance date, membership date, birthday, or baptism date.

We recommend plotting active people, such as contributors, as this shows the current state of your congregation more than membership lists.

Note: To activate PeoplePlot for your church, contact the office of your denominational or regional agency. If you do not have an account under an agency, contact MissionInsite Support. At least one local church user must be designated as a church administrator in MissionInsite.
  1. If your organization has multiple studies, under Which Study Would You Like to Work With?, select your study’s name.
  2. In the User Assistant, under What Would You Like to Do?, click People Plot.
  3. Click Plot People, then Next.
  4. Select the type of people you want to plot, then click Next.
  5. To plot all congregants, select All. To plot congregants based on filters within MissionInsite, select Some. Then, select the operators, values, and member statuses to plot.
  6. Click Next .
  7. In the Legend By... drop-down list, select the field to color-code plots. To display this field in the legend, select Show Labels.
  8. Click Next .
  9. To display your plot, click Finish.

Plot Congregants or Other People Types

On the Navigation Bar, when you click Plotting, you can access People Plot and Neighbor Center in the Control Center. Here, you can plot congregants, small groups, or other people types on the map.

Before you can plot people, an agency administrator must upload their records in MissionInsite. To access People Upload, click People Upload.

If your agency has other people types such as visitors, outreach contacts, or small group members set up, you can plot those as well. You can select and plot multiple people types, and you can display a legend or show labels on the map.

  1. On the Navigation Bar, click Plotting.
  2. In the Control Center, expand People Plot. Your agency's people types display.
  3. Select the People Types you want to plot. To filter the list, click Filter the list of people types then enter the people type's name. This is helpful if your agency has a lot of people types.
  4. Select to plot All, Some, or None of a type. If you select Some, filtering options display.
  5. In the Legend By drop-down list, select an attribute to use for your legend. Some examples include Member Status, Member By Means, Distance to Church, or Church.
  6. To display names and addresses on map points, select Show Labels. You can show labels for some or all of the People Types you plot.
  7. When finished, click Plot.
The people types and addresses you plotted display on your map.

After plotting people types, you can draw a shape around the "reach" of your church, which is typically 80% of your plot. You can also generate the ComparativeInsite report to profile your church and your community.

To clear your map, click Clear Plots.

Plot Neighbors

In Neighbor Center, you can plot neighbors, or those without ties to your organization, on a map.

You must have access to Neighbor Center. You can request it from your agency administrator.

Plotting neighbors is about building relationships with people and discovering new ministry opportunities with households who aren't currently involved. For example, you may have a senior ministry, and plotting congregants and neighbors lets you see seniors who live next door to current members. With Neighbor Center, you can connect people with similar mission interests together.

  1. On the Navigation Bar, click Plotting.
  2. In the Control Center, expand Neighbor Center, then click Start Neighbor Center.
  3. In the drop-down list, select the options for the neighbors you want to plot.
  4. In the Legend By drop-down list, select an attribute to use for your legend. Some options include Head of Household Age, Children in Household, and Income.
  5. When finished, click Plot.
The neighbors display on your map. To clear your map, click Stop Neighbor Center.