Administrators can upload their members in bulk with a CSV spreadsheet file. 

Here is how

1. Get your member list ready for upload.
   
1. 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.
   
2. The first line of the file must be the column headers.
   
3. Refer to the below table for column format.
1. Download our blank or sample CSV files to use as a template (see below to download).
   
2. Click OPERATIONS
   
3. Click VALIDATE IMPORT FILE (recommended optional step)
   
1. Reformat file if validation fails
   
4. Click IMPORT MEMBERS
   
5. Click on the MEMBER LIST to find your members
   

What are the required fields?

1. MEMBERSHIP_ID
   
2. LASTNAME
   
3. FIRSTNAME
   
4. BIRTHDATE
   
1. If you don't know the DOB, use 1/1/1900
   

CSV Data and Header Import Details

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

1. 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.  
   
2. 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.    

  

Other requirements & tips

1. There can not be two exact names with the same exact MEMBERSHP_ID.
2. 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. 
3. There can not be two members with the same BARCODE.
   
4. Text fields may contain commas but must be surrounded by double quotes.