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Importing Adult Members

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 2014, Student 2014, Senior 2014.

Once you have done this, the next step will be to populate your adult import spreadsheet with members relevant to the package you are importing to.

For example, if you created a Student 2014 package, your spreadsheet should be populated with only your Student 2014 members.

Please find an example adult import spreadsheet attached. You can use this spreadsheet to import, you will just have to clear the dummy data.

Please note, that only the first name and last name fields are compulsory for adult members. Feel free to populate the fields as much or little as you please, you will be able to edit a members information once they have been imported. Don't remove any columns, if you don't have the data, just leave them blank.

To begin your import, head to the membership module on the admin site and click on the membership package your would like to import to:

Now click on the 'Import members' button:

 

Scroll down the page to import from an external file and select the 'Choose File' button:

 

After selecting your file, click the 'Import' button and once they have been imported click on the 'View members' button in the top right corner. If the spreadsheet has not be filled out correctly, you will receive error messages detailing the correct format.

 

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