People
Available now · Template-based
Admin users can import CSV or Excel files using the provided people template. Required identity fields, optional profile fields and guest/member classification paths are defined.
Onboarding and data preparation
Start with clear ownership and a small validated sample.
Review how a ministry can prepare the workspace, team, data and first connected workflow. This page is informational. It does not start onboarding or collect organisation details.
The preparation principle
- Clarify roles before granting access
- Clean and classify before importing
- Validate a sample before scaling
- Reconcile outcomes before wider rollout
Suggested rollout
Prepare the operating model before scaling the data.
The sequence is guidance rather than a managed onboarding commitment. Each ministry remains responsible for validating its records, permissions and rollout decisions.
- 1
Set the workspace foundations
Confirm organisation, region, currency, timezone and the core operational owner.
- 2
Define access before data
Invite only the core team, review roles and give each user the permissions required for their work.
- 3
Prepare people carefully
Clean identity fields, decide member/visitor classification and avoid importing unnecessary sensitive data.
- 4
Test one connected workflow
Create a programme, prepare attendance and follow one responsibility path from record to review.
- 5
Enable Connect deliberately
Open only the member journeys the church is ready to operate, review and support.
- 6
Review before wider rollout
Reconcile the sample, resolve errors and confirm ownership before bringing in more records.
Verified import boundaries
Use the supported lane for each record type.
The marketing website does not accept uploads. Import tools are available only inside an authorised workspace and apply file, row, validation and permission controls.
Operational transactions
Available now · Review before commit
A template-based assistant validates transaction rows, category alignment and journal readiness before an authorised user commits the reviewed batch.
Historical attendance
Available now · Aggregate history
CSV or Excel templates can import service-date aggregate counts. This is not a person-by-person attendance-history migration.
Assets
Available now · Template-based
An authorised admin can import an equipment or property register with category, purchase, location, condition and optional asset-tag fields.
Households and programmes
Unsupported · Manual setup required
People can be imported, but household and programme batch-import lanes are not implemented in the current import workspace. Set up these structures separately.
Opening balances and other records
Separate workflow or unsupported
Opening balances use the finance journal workflow. Suppliers and other unlisted record types are not presented as supported public import capabilities.
Begin with a small validated sample.
Review duplicates, required fields, classification, errors and reconciliation before importing a complete historical dataset. Do not upload confidential files through the marketing website.
Support expectations
Use implemented guidance without inventing a service level.
StewardOS has API documentation and selected in-product guidance. Complete account documentation, public response times, plan-specific service levels, priority onboarding and migration assistance remain undefined.
Account documentation
Limited · Not established
The public /docs route is API documentation. Selected in-product help exists, but complete account, billing, closure and data-lifecycle documentation is not established.
In-product guidance
Available
Setup, launch and module guidance exists inside the application, with scope varying by workflow.
Email support
Approved contact channel · Service level undefined
The approved StewardOS email address is available for product enquiries. Coverage, eligibility and response times are not published.
Walkthrough
Preview architecture only
The public request route is designed but does not yet accept, store or send requests.
Priority onboarding
Not a current public commitment
Scope, eligibility, scheduling, response time and plan treatment require an approved operating model.
Migration assistance
Not a current public commitment
Template-based product import tools do not create a promise of managed migration, data cleansing or reconciliation services.
Prepare the data after understanding the workflow.
See StewardOS in action, then email joshowusu@gmail.com to arrange onboarding during this limited launch.