The import wizard in the Members application allows you to import all your members when you create your account. It also allows you to quickly update multiple members at the same time.
Preparing the file
To do a mass update, you will need an Excel file (.xls or .xlsx) containing the email addresses of the members to be modified, as well as the information to be updated.
You can use any file, including an export from other management software, or use this template. It is also important to respect the following rules:
- Only the first tab of the file will be imported.
- The file must be simple, without colors or formating in the cells.
- Cell lines should not be highlighted.
- Cells must not be merged together.
- The file must not contain a macro.
- Avoid empty lines at the end of the file, which could create unwanted members.
If in doubt, do not hesitate to select the data you wish to import and copy it into a new file, using the Paste values function, in order to clean up your data. You will obtain a file containing only the information of your import.
Only the columns containing the changes are required.
For example, your file could contain the following columns: email, first name, last name, title.
Important: If the field to be updated contains a multiple choice answer, such as for the title, the answer choices need to correspond to the exact label or a value. To find out this information, go into the import wizard in the Members application (Members > Settings > Member Import). Select the field in question. A table will appear with the list of corresponding values.
The import wizard is located in the Settings for the Members application, in the Wizards category (Members > Settings > Member Import).
In the first step, upload your member list file.
In the next step, you will need to link (click and drag) the columns in your Excel file with the custom fields in your account.
The first section, Unique identifier of your member, will be used to differentiate your members. It is this information that will determine if the import will update the information of an existing member or create a new one. It is therefore essential to avoid duplicates members in your account. You can use the email, the member number or any custom field of incremental type.
If you want to force the update of a field, check the box next to it. If this box is not checked and the member already has information in this field, this information will be kept.
Click on Next Step to continue. If the validation engine does not encounter any problems, you can click on Next Step again and launch the import. Note that you can click on the Refresh button to see the status of the validation engine.
If any messages are returned at this stage, check their content carefully. If necessary, correct your file and start again. If the errors are not important, you can also choose to ignore them and continue, but some information could be imported incorrectly.
The import can take several minutes if you have a large file. We recommend letting the page run in the background and working in another tab during this time. An email will be sent to you when the import is complete.
Once you've imported your members, all that's left to do is import your memberships!
Please sign in to leave a comment.