Manage your parish contacts
The contact directory centralises all people connected with your parish: parishioners, volunteers, sacrament families. This guide explains how to create, organise and export your contacts.
Create a contact
- In the menu, click Contacts → New contact.
- Fill in at least the Last name (required). All other fields are optional: title, first name, email, phone, address, notes.
- Tags / groups: attach free-form labels to group your contacts (e.g. *volunteers*, *catechesis*). Tags are normalised (lowercase, deduplication).
- Email consent: tick if the person agrees to receive parish communications.
- Volunteer: tick 'Is a volunteer' to simultaneously create a linked volunteer profile.
- Click Save.
If a contact with the same email or the same first + last name already exists, a warning is shown. You can force creation if it is not a duplicate.
The Free plan is limited to 100 contacts. From the Parish plan onwards, the limit is removed.
Import contacts (CSV)
- Click Import at the top of the list.
- Download the CSV template, fill it in, then upload the file.
- A dry-run (simulation) is performed before the actual import: it detects duplicates and tells you how many contacts will be created.
Archive, trash and restore
- Archive: moves the contact to the archive. Viewable in Contacts → Archives.
- Trash: choose a reason (Error/duplicate, GDPR, Other). The contact is kept for 90 days before automatic deletion.
- Restore: from the archive or trash, click Restore.
Export your contacts
Click Export at the top of the list. The CSV contains: title, first name, last name, email, phone, address, postcode, city, tags, volunteer (Yes/No), email consent, notes.
The export creates an entry in the audit log (sensitive data read).
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