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 2019, Student 2019, Senior 2019.
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 2019, the spreadsheet should only be populated with your Student 2019 members.
There are 2 way 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 2018. These members will then appear within your Adult 2019 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.
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 case 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. 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.
If the spreadsheet contains any errors due to date or formatting, you will receive an error message.
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.