To import your adult members, you will first have to create an adult membership package. You should create a package for all memberships available at your venue. E.g. Adult 2021, Student 2021, Senior 2021.
Once your package(s) have been created, you can now import your adult members into them by either importing from another package or by placing them into a spreadsheet and importing the spreadsheet e.g. to import a file into Student 2021, the spreadsheet should only be populated with your Student 2021 members.
There are two ways in which you can import members into an adult package, and they are:
Import Existing Package
To import from an existing package, use the drop-down box to select what package you wish to import from e.g. Adult 2020. These members will then appear within your Adult 2021 package as 'Pending' until their membership is paid.
Import from an External File
Please find an example adult import spreadsheet attached at the bottom of this article. You can use this spreadsheet to import, you will just have to clear the dummy data.
Feel free to populate the document with as much or as little information as you would like. You will be able to edit members information once they have been imported.
Please Note: That the First Name and Last Name fields are compulsory for adult members.
Do not remove any columns or change the wording of each column. If you do not have the data, just leave them blank.
Within your email column, emails must be valid emails and contain an '@' sign. Please also keep an eye out for full stops, as this can cause an error when importing.
NOTE: For Date of purchase memberships, the start-date inputted on the spreadsheet template will now be detected (previously the current day / imported date was the 'start-date'), we are pleased to have updated this.
How to Import
To begin your import, head to the Membership Module within the Admin area and click on the membership package that you would like to import into, in this example, it is Adult 2019
Then click on 'Import members', where you will get the choice to either import from an existing package or to import from an external file.
Skip to Step 5 for to import from an existing package.
If you choose to 'Import from an external file', then download the template and enter all your adult members details.
To import from an external file, firstly select 'Browse' to choose the file you wish to upload, and then click the 'Import' button. Once the file has successfully imported, go back into the membership package.
Please Note: If the spreadsheet contains any errors due to date or formatting, you will receive an error message in red (you may need to scroll down the page to see this depending on how many errors there are).
Back in the membership, you will now see all the members who are within that package. Here you will be able to send them payment requests, emails and invites.
If you want to import from an existing package then click the drop-down menu beside 'Choose Package' and select the the applicable package. You can choose to import 'Active members only' by ticking the box.
Click 'Import' for members to be added to the new membership package.