Ideas

CSV Person Match

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CSV Person Match

Core

Description:
As an Admin, I want to upload a CSV into Rock and add matched individuals to a designated group. The matching logic should mirror the existing CSV import tool. This streamlined process enhances efficiency by eliminating manual data entry and reducing the chance of errors.

Additional Details:

Instead of automatically adding unmatched records, the tool would provide an option to include them if desired. Additionally, a test mode would be desirable, allowing you to review potential changes before committing them to the system.

Ministry Need:

This feature offers flexibility in working with volunteers who may not have Rock access. They can compile a list of people outside of Rock, and when needed, we can seamlessly import the list into Rock for communication purposes.

WHY:

This feature is essential for streamlining workflows and improving communication within the organization. By automating the integration of individuals from CSV lists into Rock groups, we reduce reliance on one-off lists generated by volunteers during projects. This aligns with the organization's goal of maintaining a centralized and organized database, minimizing data silos outside of Rock.

Photo of Tony ViscontiSubmitted by Tony Visconti, College Church  ·   ·  Core
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  • Clear Title: Craft a straightforward and descriptive title that instantly conveys the essence of your idea.
  • Concise Description: Provide an idea description that is succinct, ensuring it effectively communicates the concept without unnecessary verbosity.
  • Provide Additional Details: With a concise description complete, now provide any other details that are needed to better understand the requirements.
  • Thorough Ministry Need Review: Provide a comprehensive overview of the ministry need your idea addresses, emphasizing its significance.
  • Cover the WHY: Clearly articulate the rationale behind your idea, explaining why it's essential and how it aligns with the organization's goals and mission. Oftentimes a clear "why" sheds light into other possible options.