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Import membership history

Add several past memberships to members who are already imported, all at once, with the memberships import wizard.

Available from the Essential plan.

The memberships import wizard adds memberships to members who already exist in your account, for example to bring in several years of history. To import new members with their last membership, use the members import instead (see Guide | Import and update your members).

In this article

Prepare the file

Your file contains one row per membership, so a member who had three memberships takes up three rows. Include at least these columns: the member identifier (email or member number), the Membership type, the Start date and the Expiration date. Your membership types must already exist. The general file rules apply (see Prepare your import file).

Import memberships

  1. Go to Members > Settings > Import memberships, in the Wizards section.
  2. At the Instructions step, drop your file. To find the ID of each membership type, click Access the IDs associated with the fields.
  3. At the Mapping step, choose how to find your members. By default (No to the question Do you want to update existing members?), they are found by email: the email column is then required. Answer Yes to choose the Unique identifier of your member: email or member number.
  4. Then match the columns of the Data of the last member's membership section: membership type (as Text or ID), start date and expiration date.
  5. Click Validate mapping, check the problems reported at the Validation step, then click Continue to import.

Mapping step of the memberships import

Good to know

  • This wizard does not create members. If no member matches the identifier of a row, whether it is an email or a number, the row is rejected: first import the member with the members import.
  • Each row adds a new membership, even if the member already has a membership of the same type with the same dates. Importing the same file twice therefore creates duplicate memberships.
  • The import does not change an existing membership or its dates. To correct a membership, edit it from the member's record.
  • Imported memberships are considered already paid: they generate no receipt, communication or accounting entry.

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