--- title: How to add CSFP records to existing people description: How to add CSFP records to existing people records --- [Skip to content](https://support.pantrysoft.com/add-csfp-to-existing-people#main-content) English Show submenu for translations [More support](https://support.pantrysoft.com/kb-tickets/new?hsLang=en) ![pexels-caleboquendo-7807594](https://support.pantrysoft.com/hs-fs/hubfs/pexels-caleboquendo-7807594.jpeg?width=3480&height=892&name=pexels-caleboquendo-7807594.jpeg) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.pantrysoft.com/kb-tickets/new) - [Go to pantrysoft.com](https://app.pantrysoft.com/login) [Go to pantrysoft.com](https://app.pantrysoft.com/login) Welcome to the PantrySoft knowledge base. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.pantrysoft.com/?hsLang=en) 2. [CSFP Module](https://support.pantrysoft.com/csfp-module?hsLang=en) 3. [Managing CSFP Participants](https://support.pantrysoft.com/csfp-module?hsLang=en#managing-csfp-participants) # How to add CSFP records to existing people ## If PantrySoft imports your visit rosters,  you'll need update their client record and create their CSFP records. This article will walk you through that process.   #### 1. Locate the Client Record - Use the **Search** bar to find a client from your uploaded dataset. - Example: search for *Beta Placeholder*. - Open their client record. - You may see partial information already included (such as part of an address). --- #### 2. Update Client Information - Go to the **Address** section and add any missing details. - Fields may auto-populate where available. - Save the updated address. - Select **Edit Household Member** to complete missing personal details: - Date of Birth - Gender - Email or Phone Number (if not already present) - Other required demographic information (varies by state) - Race and Ethnicity - Save your changes. --- #### 3. Create a CSFP Record Once the client’s record is complete, you’ll need to add their CSFP enrollment. - If your state has the **Quick Offline CSFP Record** option: - Use this if you already have a paper application stored. - This allows you to move quickly through the certification steps. - If the quick option is not available: - Select **New CSFP Record**. - Choose **Complete Offline**. - Enter the date the client completed their paper application. - Select **Save and Exit**. --- #### 4. Certify the Client - Pantry Soft will prompt you to either: - **Certify** the client, or - Mark them **Ineligible**. - For certification: - Select the **Certification Effective Date**. - Click **Save and Notify** (if the client has already been notified of their eligibility). - Once certified, the client will appear on your **CSFP Dashboard** and **CSFP Visit Dashboard**. - From here, you can add them to a **waitlist** or take **adverse actions** if needed. --- #### 5. Add Proxy Members (if applicable) - Proxy members are not included in the initial upload. - If the client has a proxy, add them: - From the **Client Record screen** under **Proxy Member**, or - Directly from the CSFP screen. - [Getting Started](https://support.pantrysoft.com/getting-started?hsLang=en#main-content) - [Users](https://support.pantrysoft.com/getting-started?hsLang=en#users) - [PantrySoft Interfaces](https://support.pantrysoft.com/getting-started?hsLang=en#pantrysoft-interfaces) - [Inventory](https://support.pantrysoft.com/getting-started?hsLang=en#inventory) - [Guest/Client Registration](https://support.pantrysoft.com/getting-started?hsLang=en#guest-client-registration) - [Visits](https://support.pantrysoft.com/getting-started?hsLang=en#visits) - [Client Portal - Scheduling](https://support.pantrysoft.com/getting-started?hsLang=en#client-portal-scheduling) - [Reporting](https://support.pantrysoft.com/getting-started?hsLang=en#reporting) - [Additional Admin Guides](https://support.pantrysoft.com/additional-admin-guides?hsLang=en#main-content) - 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