Purpose

Import a member list, assign plans and titles, and preview what will happen before any rows are processed.

When to use this

Use Imports & onboarding on the web when you have member data in a .csv, .xlsx, or .xls file. Spreadsheet files must be 10 MB or smaller.

Step by step

1. Open Imports & onboarding, choose CSV import, then select Select CSV file.
2. Under Map CSV columns, match the file columns to Name, Email, Phone, Plan, Joined date, Expiry date, Community title, or Language. Email is required.
3. Set any Defaults for rows without their own values, then select Continue to preview.
4. Under Import preview, review whether each row will be a New member, Reactivate, Update, Already member, Invite, Conflict, or Invalid.
5. Select the importable rows, then select Import members.
6. Review Import results. Select Import another file when needed.

Troubleshooting

• Map at least one column to Email. Add the email mapping.
• CSV file must have at least a header row and one data row. Correct the file and upload again.
• Spreadsheet files must be 10 MB or smaller. Reduce the file size.
• There are no valid rows to import. Fix the row errors shown in the preview.
• Import failed. Try again. Retry only after checking whether any rows already completed.