Migrating Data
SteepleOS accepts standard CSV formats.
- Go to Admin → Migrate Data (the migration hub walks you through it step by step).
- Pick where your data is coming from, or download our sample CSV to see the format.
- Upload or paste your file — SteepleOS automatically matches your columns (name, email, phone, member status, birthday) for you to confirm.
- Review and import. Nothing is saved until you confirm, and duplicate emails are detected automatically. (Import brings in your people roster; giving history and households aren't imported yet.)