How to upload your member list

How to upload your member list

Overview

Administrators can upload their patrons (members) into the PoolPass software in bulk. 

Here is how
  1. Get your member list ready for upload.
    1. A properly formatted CSV (comma separated value) file is need 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 (optional step)
    1. Reformat file if validation fails
  4. Click IMPORT MEMBERS

CSV Import


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). 
  

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

Other requirements & tips
  1. There can not be two exact names with the same exact MEMBERSHP_ID.
  2. There can not be two members with the same BARCODE.
  3. Text fields may contain commas and carriage returns but must be surrounded by double quotes.
    1. Most spreadsheet apps do this automatically.  If not, delete the commas or add double quotes.   
  4. To add more than one email, separate with semicolons.   
  5. Date field format must be YYY-MM-DD or MM/DD/YYY (all numeric).
  6. Boolean (truth filed): A truth value must be "true", "yes", "1", or "x" and falsely must be left blank or have a value or "false", "no" or "0" (all case insensitive). 

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