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Import and update organizations

Import your organizations or families all at once, or update several of them, before adding your members to them with the members import.

Available from the Plus plan.

The organizations import wizard creates or updates several organizations (or families) in a single operation. Import them before your members: you will then be able to link each member to their organization during the members import. Before you start, prepare your file (see Prepare your import file).

In this article

Import or update organizations

  1. Go to Members > Settings > Import organizations, in the Wizards section.
  2. At the Instructions step, drop your .xlsx or .csv file.
  3. At the Mapping step, drag each column to the matching field. To update existing organizations, answer Yes to the update question (No by default) and choose the unique identifier, for example the organization's number or main email. Turn on Update this field to replace a value that is already saved. In this wizard, an empty cell with the switch on erases the existing value.
  4. Click Validate mapping. At the Validation step, check the problems reported and correct your file if needed.
  5. Click Continue to import to start the import. An email notifies you when it is complete.

Link members to an organization

In your members file, add a column with the identifier of their organization (unique number or name). During the members import, match this column with the Organization identifier associated with the member field: if the organization exists, the member is added to it (see Guide | Import and update your members).

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