Import New Member
Importing a batch of new members is a quick and efficient way to add multiple people to the Membership platform at once. This streamlined process ensures that you can onboard new members with minimal effort and maximum accuracy.
To import new member(s), start by navigating to the Invitations section under Memberships.
Next, click on the "Import" button and proceed to upload the member's file in CSV format. The file should include the necessary columns, such as personal details, membership status, and rewards (all of which are optional).
Once uploaded, click "Next" and carefully map all the columns from the CSV file to the corresponding fields in the system. After mapping, click "Next" again and review any import settings that may apply.
Finally, click "Import" to complete the process.
