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Import members

Use the Members page to import members into a membership tier in bulk using a CSV file.

  1. From the main menu, click Members.

  2. Click the Import Members button.

  1. In the import window, enter the Notification Email address. This is the email address that will receive a confirmation once the import has been completed.

  1. Select the Membership Product that the imported members should be added to.

  2. If you want active imported members to receive the welcome email configured for the selected membership product, select Send welcome email to active imported members. This option is off by default, so no welcome emails are sent unless you select it.

  3. Upload your CSV file.

  4. Your CSV file must include the following columns:

  • firstname

  • lastname

  • emailaddress

  • active

  • datejoined (optional)

  1. Fill in each column as follows:

  • firstname: The member's first name.

  • lastname: The member's last name.

  • emailaddress: The member's email address.

  • active: Whether the member is an active member and can access the membership benefits. Use yes or no for each member.

  • datejoined: Optional. If supplied, the membership date starts from this date. If no datejoined column is supplied, the membership starts from now.

  1. You can import up to 500 members at a time in a single CSV file.

  2. Click Import.

  3. Memberply will begin processing the import and will email you once the import has been completed.

While an import is queued or processing, the Members page shows its current status. Starting another import and cancelling a member are temporarily unavailable until the active import finishes. When processing completes, Memberply automatically refreshes the member list so newly imported members and their membership status are available before you take further action.

If an import fails, the Members page shows a failure status and the notification email contains more information about rows that could not be imported.

Example CSV:

Example CSV with joined dates:

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