Notes for Importing Members from a spreadsheet into Member Wizard
IMPORTING SPREADSHEET DATA INTO MEMBER WIZARD
Please ensure that all data is consistent in each column of the spreadsheet. If a capital O has been used in place of a zero in any number it must be removed and replaced with a zero.
IMPORTANT: ALL COLUMNS MUST BE FORMATTED AS TEXT. THIS MEANS TO HAVE A LEADING 0 SHOW ON MOBILE NUMBERS YOU MUST PLACE ‘0 BEFORE EVERY NUMBER.
If there is any data you do not wish imported simply name the column containing it DNI (do not import).
It is far easier to add data on import than have to go through member by member and insert it after import so fields such as membership type, paid to date and start date are important to include on your spreadsheet.
Standard Field names (only Last name is mandatory) – if you do not wish to use any of these fields then they can be removed from your database.
Last Name
First Name
Phone 1
Phone 2
Phone 3
Street 1
Street 2
Suburb
Postcode
State
Email Address
Member Number (must contain ONLY numbers)
Membership Type
Membership Paid to (date)
Comments
Start Date (date)
Emergency Contact
Emergency Contact number
Active member: If you are also importing Inactive members then there needs to be a column called Active and each member needs to have either True or False on their row in this column. If you do not wish to do this we can import all members as Active and then De-activate them in bulk based on their membership paid to date.
Custom Fields (mark on spreadsheet with (C) and name of Custom Field)
If you have any data which you wish to keep you can create Custom Fields with types as follows:
Text
Date
True or False
Simply include a column in your spreadsheet with the custom data in it (eg date or year of birth) and we will import it as a custom field.
Groups
If you have any groups within your organisation you can include membership of these in your import. Simply include a column for each group you have and type the full name of the group (as per the column heading) against each member who is a part of the group. The group will be named identically to the column heading although this can be changed later if necessary. (You may have several columns like this if you have several groups).