Import members from a CSV file

The four stages

The importer runs through four stages: Template, Upload, Preview, and Results.

1. Download the template

1. On the import page, click Download CSV Template.
2. The CSV Column Reference table lists every column and its format. Only First Name and Last Name are required — everything else is optional.
3. Fill in your member data in the downloaded file.
4. Click Next: Upload CSV.

2. Upload your CSV

1. Drag and drop your file onto the upload area, or click Choose File to browse.
2. The file must be a .csv, under 5 MB, and up to 500 rows.
3. The importer parses the file and moves you to Preview automatically.

3. Preview and validate

1. The summary bar shows how many rows are valid, have errors, or are skipped.
2. Rows with problems are highlighted; hover the error icon to see the details per field.
3. To fix a value, click the cell and edit it inline — press Enter to save. The row re-validates immediately.
4. To leave a row out, use the skip control on that row.
5. When you're ready, click Import [n] Members.

4. Results

The Results screen shows counts for Imported, Failed, and Skipped, with a detail list of any failed rows. From here you can Import More Members or go to Done — View Members.

Related

• If specific rows were rejected, see CSV import rejected rows.
• To add a single member by hand instead, see Add a member.