To import your adult members, you will first have to create an adult membership package.
Once your package(s) have been created, you can now import your adult members into them by either importing from an existing package or by placing them into a spreadsheet and importing the spreadsheet.
There are two ways in which you can import members into an adult package, and they are importing from an existing package or importing from an external file.
We have split this article into 3 sections to help you easily find the relevant section:
- Importing from an Existing Package
- Importing from an External File
- How to Import from an External File
Importing from an Existing Package:
If you wish to import from an existing package you can do so by following the below guide:
Importing from an Existing Package
Importing from an External File:
Please find an example adult import spreadsheet attached here: PackageMembers-Adult.xlsx
Tips for using our Adult Import template
- You can 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.
- 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 from an External File
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: You will have the option to download the import template. Once you have added in all the details to the file, select 'Browse' to choose the file you wish to upload, and then click the blue 'Import' button.
Please note: If the spreadsheet contains any errors due to the date or formatting, you will receive an error message in red. Example below:
Step 4: Once they have been imported, head back to the membership package where you should find your members now showing. Here you will be able to send them payment requests and invites.