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.
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.
- Log into MissionInsite with your email address and password.
- If your organization has multiple studies, under Which Study Would You Like to Work With?, select your study’s name.
- In the User Assistant, under What Would You Like to Do?, click People Plot.
- Click Upload People, then Next.
- 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.
- Click Next
- When prompted, download the people upload template.
- In the downloaded template, enter your congregants' data.
- When your congregants' data is entered and saved in the template, click File input.
- Select your file and click Open. Your file's data displays in the window, along with any errors.
- Correct any errors. After correcting them, click Download to download a corrected .xls spreadsheet file for your records.
- Click Upload. Do not close the upload window until the upload completes.