Importing Members

If you have your members information in a spreadsheet, you can import it by uploading the spreadsheet as a CSV (Comma Separated Value) file to us. If your spreadsheet is not in the CSV format, you will need to convert it to a CSV format first (see below). Before uploading your CSV file, make sure you have setup the membership levels, labels and custom fields you need in the membership templates. We recommend making sure your spreadsheet contains the membership level and renewal date information...

To update existing member information, you can either: - use a column containing the member's Account ID. - include a column "Update Only" with column values "Y" to indicate that the information is an update to an existing member account. - include a column "Upsert" with column values "Y" to indicate that the information should update to an existing member account if found, otherwise to create a new account using the provided information. Using Account ID is preferred as there can b...

When importing your member accounts, you can also import 1 additional contact with those accounts by adding the following columns as needed (note: only 1 additional contact per row): * Alternate First Name * Alternate Last Name * Alternate Name * Alternate Position * Alternate Phone * Alternate Fax * Alternate Email * Alternate Address 1 * Alternate City * Alternate State * Alternate Country * Alternate Zip * Alternate Label * Alternate Directory * Alternate Note...

You can also import payments and notes to the Timeline under the account with the following column titles accordingly. Note that you can only upload 1 note and 1 payment of each type per row, if you need to upload more transactions you will need to use the update feature described below. * Membership Payment Date * Membership Payment Amount * Membership Payment Tax * Membership Payment Note * Event Payment Date * Event Payment Amount * Event Payment Tax * Event Payment Note ...

Ensuring Correct Billing For Imported Members To ensure billing is correct for your imported members, make sure you specify the membership level and renewal date for the members when you import them. By default, imported members will be set to Manual Billing as their billing option. There is no need to change the billing option for the members. Your members will be prompted to change their billing option when they sign in to renew or update their billing information. Default Passwords For Impo...