To import your group members, you will first have to create a group membership package. You should create a package for all group memberships available at your venue. E.g. Family 2019, Couple 2019.
Once your package(s) have been created, you can now import your group 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 Couple 2019, the spreadsheet should only be filled with with your Couple 2019 members.
There are 2 ways in which you can import members into a group 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. Family 2018. These members will then appear within your Family 2019 package as pending until their membership is paid
- Import from an External File
Please find an example group 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 little or as much information as you would like. You will be able to edit members information once they have been imported. Please note, that the Contact ID, Primary Contact ID, First Name and Last Name fields are compulsory for group members.
Each contact on the spreadsheet should have there own unique contact id. The contact id of the groups main contact should then be put in each group members primary contact id field to link the group together.
The Cost and Paid fields should be filled in on the row of the Primary Contact, as the main contact for the group they will receive all payment requests and invites.
Do not remove any columns or change the wording of each column. If you do not have the data, just leave them blank.
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 is it Family 2019.
Then click on 'Import members', where you will get the chance to either import from an existing package or import from an external file. If you choose to 'Import from and external file', then download the template and enter all your group 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 formatting, you will receive an error message.
Back in the membership, you will now see all the members within that package. Here you will be able to send emails to all adult members. Make sure you have selected 'Main Contact' to send out payment requests and invites.