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Import
How to prepare the import file:
Download
this import template
.
Open the template in a spreadsheet editor (e.g., Microsoft Excel, Apple Numbers, Google Sheets).
Starting with the second row, add one member per line.
Export/save the file as a CSV file.
Things to note:
For the "Account Type" column, you can use any of
these account types
.
The email address column is optional, but recommended. Without it, the member will only be a
partial member
.
Members with the same address and account type will be automatically grouped into the same account.
For importing, only one address can be specified per account; additional addresses can be added later.
For addresses in your community, only provide the street address and unit number (if applicable).
Addresses located in a different country than your community will need to be added after importing.
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Need more guidance? Check out
this handy help article
.
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