Administrators can upload their members in bulk with a CSV spreadsheet file.
Here is how
- Get your member list ready for upload.
- A properly formatted CSV (comma separated value) file is needed to import members. Most spreadsheet apps and property management software can export/save a file in CSV format.
- The first line of the file must be the column headers.
- Refer to the below table for column format.
- Download our blank or sample CSV files to use as a template (see below to download).
- Click OPERATIONS
- Click VALIDATE IMPORT FILE (recommended optional step)
- Reformat file if validation fails
- Click IMPORT MEMBERS
- Click on the MEMBER LIST to find your members
What are the required fields?
- MEMBERSHIP_ID
- LASTNAME
- FIRSTNAME
- BIRTHDATE
- If you don't know the DOB, use 1/1/1900
Column Header | Description | Required | Format | Note |
MEMBERSHIP_ID | Unique Membership ID | X | Text | |
LASTNAME | Member's Last Name | X | Text | |
FIRSTNAME | Member's First Name | X | Text | |
BARCODE | Unique Barcode Value | Text | ||
ADDRESS | Membership's Address | Text | ||
PRIMARY_PHONE | Membership's Primary Phone | Text | ||
SECONDARY_PHONE | Membership's Alt Phone | Text | ||
EMAIL | Membership's Email | Text | ||
BIRTHDATE | Member's Birthdate | X | Date | |
NOTES | Membership Notes | Text | ||
MEMBERSHIP_TYPE | Membership Type | Text | ||
EMERGENCY_CONTACT | Membership's Emergency Contact | Text | ||
RELATION | Member Relation | Text | ||
MEMBER_NOTES | Member's Notes | Text | ||
GUEST_PASSES | Membership's Virtual Guest Passes | Integer | If empty, the value set in "Preferences" will be used. | |
ENTRY_PASSES | Member's Entry Passes | Integer | If empty, the value set in "Preferences" will be used. | |
EXPIRATION_DATE | Membership's Expiration Date | Date | If empty, the value set in "preferences" will be used. | |
MEMBERSHIP_SUSPENDED | Membership's Suspend Status | Boolean | If empty, false | |
MEMBER_SUSPENDED | Member's Suspend Status | Boolean | if empty, false | |
LIMITED_MEMBER | Member's Limited Status | Boolean | if empty, false | |
CONTACT | Member Action: CONTACT checked | Boolean | if empty, unchecked | |
HOLD | Member Action: HOLD checked | Boolean | if empty, unchecked | |
PRINT | Member Action: PRINT checked | Boolean | if empty, unchecked | |
PROCESS | Member Action: PROCESS checked | Boolean | if empty, unchecked | |
REDIRECT | Member Action: REDIRECT checked | Boolean | if empty, unchecked | |
REJECT | Member Action: REJECT checked | Boolean | if empty, unchecked | |
REVIEW | Member Action: REVIEW checked | Boolean | if empty, unchecked | |
SCHEDULE | Member Action: SCHEDULE checked | Boolean | if empty, unchecked |
- Boolean (truth field): A truth value must be "TRUE", "YES", "1", or "X". A falsity must be left blank or have the value "FALSE", "NO", or "0". All case insensitive.
- Date field format must be YYYY-MM-DD or MM/DD/YYYY (all numeric).
How are members grouped together in the same membership?
The MEMBERSHIP_ID is what is used to group members (patrons) together in the same membership (household). In the below example, Frank & Steven are grouped together into the same household (10002).
How are membership (household) fields and member (individual) fields imported?
When a file is imported and a new Membership ID is created, the membership uses the 1st person's information to populate the membership (household). Address, Phone, Etc. Then the person's individual information is populated.
When a file contains a 2nd person for the same Membership ID, the 2nd person's information does not overwrite the existing membership. It simply adds the 2nd person's individual information to the existing Membership ID.
In this case, the data from Jesse is used to populate the household. Zoey and Jimmy's household information is not used. Only their individual data. The green data imports, the red data does not.
- There can not be two exact names with the same exact MEMBERSHP_ID.
- The Membership ID can only contain the following character types: A-Z, a-z, 0-9, - @ + , _ . and space. Dashes, $, &, #,*, and other characters are not allowed.
- There can not be two members with the same BARCODE.
- Text fields may contain commas but must be surrounded by double quotes.