Importing from an Existing Package

Importing from an existing package is useful if you have seasonal membership packages and want to get your members ready for the renewal process. Rather than having to create a new spreadsheet you can simply import the members across from an existing package. 

Step 1: Head to the Membership module on the left hand side in your Admin area. 

Step 2: You will need to create your new membership packages if you haven't already done so. From within the package, click on the 'Import members' button.

Step 3: Go to 'Import existing package' and select the package you would like to import from. You can choose to import just the active members by ticking the 'Active members only' box or everyone from the previous package.

Please note: You can only import from the same membership type, for example: Adult to Adult (not Adult to Family). If you can't see the package you wish to export from here check that you have created the new package as the same 'Type' as the previous year.

Step 4: After selecting your package, click the blue 'Import' button and once they have been imported, head back to the membership package. 

Your members from your previous package will now appear in your new package. Their status will be set to 'Pending' until they are sent a payment request and sign up to the new package.

If you wish to import from an external file, you can do so by following the below guides:

Importing Adult Members

Importing Junior Members

Importing Group Members