Importing members
Bulk-add members from an Excel file: download the sample, fill it in, review, and import.
Bulk import is easiest on the web. Have your member list ready as a spreadsheet. Each file can hold up to 1,000 rows and must be under 512 KB.
#Bulk Excel import
Open Import
From the members list, choose Import Excel.
Download the sample
Start from the sample Excel file. Row 1 holds the columns Name, Phone, and Email. Each row needs a name and a phone number or email.
Upload your file
Choose your file. Columns the importer does not use are listed as ignored.
Review
The preview shows which rows are ready and which need fixes. Fix those rows in your file and choose it again before importing.
Import and review results
Run the import and review how many members were created and which rows could not be imported. Copy any temporary passwords before you leave, since they are shown only once.
Valid rows become members in your list. Failed rows stay available to retry. Plans and payments are not imported, so add them afterwards.
#Troubleshooting
| What you see | Why | What to do |
|---|---|---|
| Rows need fixes in the preview | A missing name, or a row with neither phone nor email | Correct those rows in your file, then choose it again. |
| "The file is larger than 512 KB" | The file is too big to import in one go | Split it into smaller files and import them one at a time. |