--- title: Guide | Import and update your members description: "Import or update your members with the import wizard: column mapping, unique identifier, last membership, parent, groups and validation." --- [Skip to content](https://support.yapla.com/en-ca/import-and-update-members-guide#main-content) - [English - Canada](https://support.yapla.com/en-ca/import-and-update-members-guide) - [Français - Canada](https://support.yapla.com/fr-ca/importer-et-mettre-à-jour-les-membres-guide) - [Français - France](https://support.yapla.com/fr-fr/importer-et-mettre-à-jour-ses-membres-guide) - [Italiano - Italia](https://support.yapla.com/it-it/importare-e-aggiornare-i-membri-guida) English - Canada Show submenu for translations [More support](https://support.yapla.com/en-ca/kb-tickets/new?hsLang=en-ca) [Customer portal](https://support.yapla.com/tickets-view?hsLang=en-ca) [![logo-yapla-help-centre](https://support.yapla.com/hs-fs/hubfs/logo-yapla-help-centre.png?width=880&height=119&name=logo-yapla-help-centre.png)](https://support.yapla.com/en-ca/?hsLang=en-ca) - [Meet](https://www.yapla.com/en-ca/support-meeting?utm_term=plateforme) - [Yapla Academy](https://academy.yapla.com/) Open main navigation Close main navigation - [Meet](https://www.yapla.com/en-ca/support-meeting?utm_term=plateforme) - [Yapla Academy](https://academy.yapla.com/) - - [English - Canada](https://support.yapla.com/en-ca/import-and-update-members-guide) - [Français - Canada](https://support.yapla.com/fr-ca/importer-et-mettre-à-jour-les-membres-guide) - [Français - France](https://support.yapla.com/fr-fr/importer-et-mettre-à-jour-ses-membres-guide) - [Italiano - Italia](https://support.yapla.com/it-it/importare-e-aggiornare-i-membri-guida) English - Canada Show submenu for translations - [More support](https://support.yapla.com/en-ca/kb-tickets/new) - [Customer portal](https://support.yapla.com/tickets-view) - [Contact us](https://support.yapla.com/en-ca/kb-tickets/new) [Contact us](https://support.yapla.com/en-ca/kb-tickets/new?hsLang=en-ca) How can we help you? - There are no suggestions because the search field is empty. 1. [Yapla Help Centre](https://support.yapla.com/en-ca?hsLang=en-ca) 2. [Manage my members](https://support.yapla.com/en-ca/manage-my-members?hsLang=en-ca) 3. [Import members](https://support.yapla.com/en-ca/manage-my-members?hsLang=en-ca#import-members) # Guide | Import and update your members ## Import your members and their last membership, or update several records at once, by following the five steps of the import wizard. Available from the Essential plan. The members import wizard creates or updates several member records in a single operation, with their last membership if you wish. You can run it as many times as needed. Before you start, prepare your file (see [Prepare your import file](https://support.yapla.com/en-ca/preparing-your-import?hsLang=en-ca)). **In this article** - [1. Instructions](https://support.yapla.com/en-ca/import-and-update-members-guide#instructions) - [2. Mapping](https://support.yapla.com/en-ca/import-and-update-members-guide#mapping) - [3. Validation](https://support.yapla.com/en-ca/import-and-update-members-guide#validation) - [4 and 5. Importation and result](https://support.yapla.com/en-ca/import-and-update-members-guide#import) - [After the import](https://support.yapla.com/en-ca/import-and-update-members-guide#after) The wizard is located under **Members \> Settings \> Import members**, in the **Wizards** section. ### 1. Instructions Drop your .xlsx or .csv file in the dedicated area, or click to select it. This step also offers the Excel template and the list of IDs associated with the fields. ![Instructions step of the members import wizard](https://support.yapla.com/hs-fs/hubfs/KB%20Membres/import-membres-instructions-en.png?width=650&name=import-membres-instructions-en.png) ### 2. Mapping The columns of your file appear in the **Your file data** panel. Drag each column to the matching field. ![Mapping step: unique identifier and Update this field switch](https://support.yapla.com/hs-fs/hubfs/KB%20Membres/import-membres-correspondance-en.png?width=650&name=import-membres-correspondance-en.png) #### Update existing members The question **Do you want to update existing members?** is set to **Yes** by default. Then choose the **Unique identifier of your member**, for example **Email** or **Member number**. If a row in the file matches an existing member, their record is updated; otherwise, a new member is created. For each field, the **Update this field** switch indicates whether the value in the file should replace the value already saved on the record. It turns on as soon as you match a column: turn it off to keep the existing information for that field. An empty cell is always ignored, even if **Update this field** is on: the import cannot erase a value that is already saved. The value 0 is also considered empty. To remove information, edit the member's record directly. #### Organization If your organizations are already imported, match the column that contains the organization identifier with the **Organization identifier associated with the member** field, then choose the organization field used (number, name, etc.). If the organization exists, the member is added to it (see [Import and update organizations](https://support.yapla.com/en-ca/import-and-update-organizations-with-the-import-wizard?hsLang=en-ca)). #### Last membership In the **Last membership** section, match the **Membership type** (as Text or ID), the **Start date** and the **Expiration date**. To import several memberships per member, use the membership history import instead (see [Import membership history](https://support.yapla.com/en-ca/import-memberships-with-the-import-wizard?hsLang=en-ca)). ![Last membership, Member custom groups and Parent fields sections](https://support.yapla.com/hs-fs/hubfs/KB%20Membres/import-membres-adhesion-groupes-parent-en.png?width=550&name=import-membres-adhesion-groupes-parent-en.png) #### Custom groups Available from the Plus plan. Match the groups column with the **Member custom groups** field, as Text or ID. Separate several groups with a comma. The groups must exist before the import (see [Create Custom Groups](https://support.yapla.com/en-ca/create-custom-groups?hsLang=en-ca)). #### Parent or person in charge The **Parent fields** section appears when at least one membership type has the **Request the contact of a parent or referent for this type of membership** option (see [How do you associate a parent or person in charge with a member?](https://support.yapla.com/en-ca/how-do-you-associate-a-parent-or-person-in-charge-with-a-member?hsLang=en-ca)). It includes four fields: email, first name, last name and phone. As soon as a parent column is filled in, the parent's email becomes required. Yapla looks for a contact with this email: it updates the contact if it exists, otherwise it creates it, then links it to the member. ### 3. Validation Click **Validate mapping**. The wizard checks each row of the file, which may take a few moments. If problems are detected, the **The following lines have errors** table shows the **Line**, **Column**, **Status** and a **Note** for each one. - **Error:** the row will not be imported. - **Warning:** the row is imported. For example, if the email is empty, a default email is generated and the member will not be able to receive communications. To correct your file, click **Back to mapping**, then return to the **Instructions** step to drop the corrected file. If the problems are minor, you can continue. ![Validation step: table of lines with errors](https://support.yapla.com/hs-fs/hubfs/KB%20Membres/import-membres-validation-en.png?width=650&name=import-membres-validation-en.png) ### 4 and 5. Importation and result Click **Continue to import** to start the import. For a large file, the import may take several minutes: leave the page open and work in another tab. An email notifies you when the import is complete, and the **Result** step shows a summary. ### After the import - Open a few records to check the imported data. - An import cannot be cancelled from the interface. If an import does not give the expected result, contact support before running another import or editing the records. - Do not archive members to correct an import: archiving does not delete records (see [Archive, find and restore a member](https://support.yapla.com/en-ca/archive-find-and-restore-a-member?hsLang=en-ca)). ### Learn more - [Prepare your import file](https://support.yapla.com/en-ca/preparing-your-import?hsLang=en-ca) - [Import and update organizations](https://support.yapla.com/en-ca/import-and-update-organizations-with-the-import-wizard?hsLang=en-ca) - [Import membership history](https://support.yapla.com/en-ca/import-memberships-with-the-import-wizard?hsLang=en-ca) - [Getting started on Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#main-content) - [Collection of useful resources to discover Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#collection-of-useful-resources-to-discover-yapla) - [Getting started](https://support.yapla.com/en-ca/getting-started-on-yapla?hsLang=en-ca#getting-started) - 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