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Import Member Database

Guide on importing member database with specific formatting requirements.

Created by Cathy Beckstead, last modified on Mar 22, 2021

Import Member Database

  • Simply export your clients (and/or prospects) from whatever software you currently have into an Excel or equivalent file.

  • Reformat this information using the template format below. If you are not importing information that corresponds to that column you must still leave the column in place and leave it empty.  Double check your information is formatted properly before proceeding.

  • Do not fill in the referral field with anyone that is not on your member data list

  • Make sure there are no blank lines in your format

  • Make sure that the referred by column contains only NAMES of the members who are ALREADY in your Member Manager site - Any other submissions in this column will result in improper importing

 

Once you have your file set up here are the next steps:

  • Save this as a tab delimited file in Excel

  •  Go into your Member Manager site.

  • Click Admin

  • Click the browse button and search your computer until you find the file that you want to import (Again, make sure that the columns are formatted correctly).

  •  Click Import