How to Bulk Import Members: A Quick Guide
A concise walkthrough for importing multiple members efficiently using a CSV file, covering preparation, step-by-step process, and best practices for smooth team management.
Table of Contents
Preparing for Bulk Member Import
Before starting the import process, ensure your CSV file meets the following requirements:
- Separate columns for first and last names
- Email address for every contact
Step-by-Step Import Process
- Navigate to your Dashboard
- Select the Add People option
- Choose between Add Members or Add Non-members
- Select your membership type: Free Members or Paid Members
- Click on the List option
- Select Upload List to upload your CSV file
Pro Tip: During import, you'll have the opportunity to map fields, add tags, and send invitations to new members.
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