Import & Export

Holy supports bulk data operations via CSV for migrating from other systems or backing up your data.

Importing People

CSV Format

Your CSV file should include headers matching these fields:

first_name,last_name,email,phone,address,city,state,zip,date_of_birth,gender,membership_status
John,Smith,john@email.com,555-0100,123 Main St,Springfield,IL,62701,1985-03-15,Male,Member
Jane,Smith,jane@email.com,555-0101,123 Main St,Springfield,IL,62701,1988-07-22,Female,Member

Import Steps

1. Go to People > Import
2. Upload your CSV file
3. Map CSV columns to Holy fields
4. Preview the import and check for duplicates
5. Confirm and run the import

Duplicate Detection

During import, Holy checks for duplicates based on:

• Email address (exact match)
• First name + last name + date of birth (fuzzy match)

Duplicates are flagged for review. You can choose to skip, merge, or overwrite.

Exporting People

1. Go to People directory
2. Apply any filters you want (optional)
3. Click Export
4. Choose fields to include
5. Download the CSV file

Exports respect your role permissions — you'll only export data you have access to view.

Supported Fields