Overview

The Import Tool lets you quickly add multiple members to your site. It’s perfect for bulk-adding volunteers, consolidating information from other platforms, or scheduling shifts without requiring each member to register individually.

Using the Import Tool

Step 1: Prepare

Before you start the import process, you need to prepare your import file!

You must import a .csv file when using the importing tool—if your file is an Excel (.xlsx), please be sure to download it as a .csv before importing.
You must include First Name, Last Name, and Email columns in your .csv file.
We also support .csv files that include a Mobile Phone column.

In this example, we have the first name in column one, the last name in column two, the email in column three, and the phone number in column four. Later, when you upload, you'd select the column headers to match the content in these columns—e.g., First name for column 1.

In this example, the first row is column headers. If you have set up your spreadsheet this way, be sure to toggle the button On beside Ignore the first row of import data—this is under Step 6 of the import instructions.

Be sure to save your file as a .csv! This is the only file type supported for the import process.

Step 2: Import

Click the Members Button.
Click Import.
Click Upload a file and select your .csv.
Select Import members.
Match your column headers to the data in your .csv (e.g., Column 1 = First Name).
If the first row is headers, toggle Ignore the first row of import data On.
Optionally, toggle Send email invites to all imported members.
Click Import [#] members — this may take a few moments.

Note: You can always invite members to complete their profiles later if you skip the email invitation during import.

Things to Consider

Name and email columns are required
Only supported member data will import: First Name, Last Name, Full Name, Email, Phone Number
If a Full Name column exists, it overrides separate First and Last Name columns
Additional columns are not imported
Once invitations are sent, the import is final

What happens next?

Once the members have imported, you can then view them from the Members button. Their profiles will only contain the information included in the imported file. The members can add more information and complete their profiles when they log in.

Viewing Imported Members

Go to your Activity log.
Click # members were imported.
This opens the Members button and filters your members list to only the members imported for that certain date.
- If you completed multiple imports on the same date, then all members from each import appear in the filtered list.
- These members also appear with a hashtag that includes the date they were imported. For example, # imported 2024-01-03.

Emailing Imported Members

You can also send the invitation to complete their profile from the Activity log.

Go to your Activity log.
Click Send invite email for the recently imported members.
- An import is final and can't be undone once you send the invitation email.

Undo an Import

Please note that you won't be able to undo an import after the invitation email has been sent.

Go to your Activity log.
Click Undo import for the import you want to cancel.
A warning appears asking you to confirm your selection.
- Once you click Confirm, those members are removed from your site.

Reviewing Past Imports

Open the Members button.
Click Import.
Select Past imports.
- From here you can see how many members were imported, the date of the import, and the import status.
- You can also send the invitation email or undo the import from this area as well.