Set Agency and Church Information

MissionInsite contains several features only available to administrators.

The features described in this section are available to regional administrators.

Edit Agency Information

You can edit the agency's address, contact information, and website.

To do this, you must be an agency administrator.
  1. On the Control Center, under Home, expand Administration and Tools.
  2. Click Agency Info.
  3. Under Edit Agency, update your agency's information, then click Save.
Once the information updates, Agency has been updated. displays.

Edit Church Information

You can edit a church's description, contact information, address, website, or notes.

To do this, you must be an agency administrator. When you update a church or service location's street address, the map automatically updates.
  1. On the Control Center, under Home, expand Administration and Tools.
  2. Click Church Info.
  3. Double-click on the church you want to edit.
  4. Make any necessary changes, then click Save.
After saving your changes, the list of churches displays. You can edit another church's information or return to MissionInsite.

Move Church and Service Locations

You can manually move church and service locations on the map.

Moving locations is helpful if a church's physical meeting location changes and you're unsure of the address. To do this, you must be an agency administrator.
  1. On the Navigation Bar, click Layers.
  2. Under Agency Locations, select Churches, then click Select (or identify) from this layer.
  3. On the map, click on the church or service location you want to move, then click Move This Church.
  4. Drag the marker to the correct church location on the map, then click Save New Location.
Your church's new location displays on the map within several hours. If the location does not change on your maps within several hours, clear your browser's cache.

Delete a Church

You can delete a church from your agency's MissionInsite study.

To do this, you must be an agency administrator.
  1. On the Control Center, under Home, expand Administration and Tools.
  2. Click Church Info.
  3. In the list of churches, locate the church you want to delete, then click Delete.
  4. When the confirmation message displays, click OK.

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.