Import Members Excel spreadsheet template

Please note: Member Wizard offers a FREE upload of your members. Importing of members must be carried out by Member Wizard staff. A template for the importation is attached to this help file.

Set up of your spreadsheet prior to importing

The fields on the attached spreadsheet are the fields you can upload into in Member Wizard. The only mandatory field is the Last Name field. To facilitate the upload of your members please ensure your member spreadsheet is in this format.

Regarding Custom Fields. Import them as Text fields then go to Settings/Custom Fields, highlight the field and then you can change it in to one of the following:

Short Text

Long Text (eg a comments field)

Date

Yes/No or True/False

Email Address

Radio buttons (choose one)

Check boxes (choose more than one)

Family memberships

If you offer a family or couples membership we suggest that you repurpose the Organisation standard field in Member Wizard. This field can be renamed Family Group and has the advantage of being able to be ticked at the top of the Member List so that you can then sort families into their groups easily.

Simply rename the Organisation field, add it to your member form layout and also you new member application layout. 

Create two membership types. One called Primary Family Member with the full cost of the Family membership and the second called simply Family Member which the other family members will use with a 0 cost associated with it. 

Then insert the primary member surname field in the renamed field for each of the family members (as they may not necessarily share a surname). In this way only the primary member will be invoiced.