Importing Members

Migrate your existing congregation into SteepleOS.

SteepleOS accepts standard CSV formats.

Navigate to the People > Bulk Import tab.
Download our standard CSV Template.
Ensure your columns map correctly to firstName, lastName, email, phone, and householdId.
Upload the file. The system will process records in the background. Duplicate emails are automatically flagged and skip-merged to prevent data pollution.

Getting Started

Account Setup Wizard

How to configure your organizational settings and custom domains.

Getting Started

Your First Week Checklist

A step-by-step guide to getting fully operational in your first seven days.

Getting Started

Migrating from Another Platform

Guidance for switching from Planning Center, Breeze, or other church management tools.

Getting Started

Your First Sunday on SteepleOS — Step-by-Step

A 45-minute checklist to go from a fresh account to running a service this weekend. No tech experience required.

Open the green Help button in the bottom-right corner — our support assistant can walk you through this step by step.