How can I import my historic data into POINT from my previous platform?

There are two ways to bring your volunteer data into POINT: import it yourself with a CSV file, or add volunteers and hours manually.

Import contacts and historical hours with a CSV file

You can import your volunteers, their profile details, and their historical hours yourself, all at once. The import is available on all plans.

Go to People → Contacts → Create Contacts → Import a CSV, download the template, fill it in, and upload it. You can create the contacts only or invite them to your organization right away.

For step-by-step instructions and how to fill in the template, see How to import contacts and historical hours: https://support.pointapp.org/knowledge/contact-data-import

Let our team handle the import

Our team can handle the mass data import for you! With the free Core subscription, there’s a data import fee starting at $300. However, with the paid Pro subscription, data imports are included at no extra cost, along with priority support.

Add a volunteer manually

1. In your admin dashboard, go to People, then click Contacts.
2. Click Create Contacts, then select Add New Contact.
3. In the Add New Contact form, add the volunteer’s details, such as address, phone number, and date of birth.
4. Choose to create the contact only or to send them an invitation to join your organization. Learn more about join statuses: https://support.pointapp.org/knowledge/join-status
5. Click Add Contact.

How to manually add volunteer information:

How to manually add historic hours to a volunteer:

Under "Tracking," you can use the "Hours" tab to add hours to a volunteer as an admin. Follow the instructions provided to add hours for a volunteer.

Questions? Email us at support@pointapp.org.