Import members from a spreadsheet

Import your members

1. 1
   Go to Settings → Import and export and click Members. You need at least one tier first.
2. 2
   Drop a CSV file in, or click Choose file. Download a sample gives you a file to start from.
3. 3
   On Review, check the columns on the left and pick the Tier for rows that don't name one.
4. 4
   Look over the members on the right. Needs a fix lists the rows that can't come in and why.
5. 5
   Click Import. No one is emailed.

What the file can have

• Name (one Full name column, or First name and Last name) and Email: required.
• Tier: one of your tiers by its name.
• Member since: when they joined. Without it, today.
• Renews or ends: when the membership is up. Without it, the tier's term from today; a comp without it doesn't end.
• Dues paid and Paid by (Cash, Check, Bank transfer or Other). Without them, the member is a comp.
• Phone: kept on their contact.

Each member joins the contact with the same email, or becomes a new contact.

Card payments

Members come in as comps or paid by hand. A card subscription lives with the system that charges it, so it can't move into Ovante. When an imported membership is up, the member renews by hand, or joins again with a card from your page.

Rows that are skipped

• No name, No email or Email isn't valid.
• No such tier: the tier name doesn't match one of yours.
• Can't read a date or Can't read the dues.
• Same email as an earlier row, or Already a member: they already hold a membership.