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Importing New People into your MultiTracks.com Account

Import people from your Planning Center account into your MultiTracks.com account.

Now that you’ve connected your accounts, you can import people from Planning Center directly into your MultiTracks.com account. To get started go to multitracks.com/import.

 

You can see everyone in your Planning Center services account in the list to the left. If you hover over someone’s name and click on them, you can see details like, email, last time they logged in, and their permissions.

If you want to add your entire team click Add all.

 

You can import up to 50 people at a time. If your team is bigger than 50 people, you’ll need to do this process multiple times until you’ve imported them all.

 

You can also import only specific people into this list.

 

Click the Plus next to a person’s name to add them to the list.

 

You can search for people by name, or filter by service type, team, and position. If you use tags to organize your team across multiple services, you can also filter by tag groups and tags.

 

After you choose filters, click filter to sort the list by those parameters. To get back to your main list, click Clear filters.

 

After you’ve added everyone you’d like to import click Import.

 

If there are no conflicts with duplicate accounts on Planning Center or MultiTracks.com you’ll move to the final step and you can click Finish Import to import your team into MultiTracks.com.

 

If you have people with the same name and email in both Planning Center and MultiTracks.com their accounts will automatically be linked.

 

If you have people with similar names but different emails or vice versa you can choose to link accounts  or import new people. It’s worth noting that none of these actions will effect your planning center account.

 

People listed under People to be Created will be added to your MultiTracks.com account. People under People to be linked will be linked to existing poeple in your MultiTracks.com account.

 

To finalize the import, click Finish Import

 

You’ll get a message letting you know the import was successful and your team will get an email asking them to finish setting up their MutliTracks.com account.

 

 

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