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MissionInsite

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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Manage MissionInsite

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 Church Information

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

When you update a church or service location's street address, the map automatically updates.

To do this, you must be an Agency Manager.

  1. On the Control Center, click Navigate Home, then expand Administration and Tools.
  2. Under Location Info, 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 a Study Manager.

  1. On the Navigation Bar, click Layers.
  2. Under Agency Locations, select Churches, then click Select from this layer.
  3. On the map, click on the location you want to move, then click Move This Church.
  4. Drag the marker to the correct location on the map, then click Save New Location.

Your 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 Manager.

  1. On the Control Center, click Navigate Home, then expand Administration and Tools.
  2. Under Location Info, 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 Study Manager. You can request access from your Agency Manager.

Note: If you created upload files before the latest release, the data structure of the file may have changed. Download the template and validate that your columns match before uploading.
Note: Correcting errors in the table lets you quickly make changes if you have a few errors. If you have a large volume of data and many errors, such as incorrect date formats, you may want to go back and correct your file and upload again.

  1. Log into MissionInsite with your email address 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. To add a new people type, click Add New People Type. If you add a new people type, you can also add attributes for additional fields to upload.
  6. Click Next
  7. When prompted, download the people upload template.
  8. In the downloaded template, enter your congregants' data.
  9. When your congregants' data is entered and saved in the template, click File input.
  10. Select your file and click Open. Your file's data displays in the window, along with any errors.
  11. Correct any errors. After correcting them, click Download to download a corrected .xls spreadsheet file for your records.
  12. Click Upload. Do not close the upload window until the upload completes.
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MissionInsite

Last updated: July 11, 2023