Importing Members with a CSV

If you have a group of members to add at once, our CSV upload option is for you. Using this feature you can add your members in a just a few clicks:

To import a CSV please follow these steps

Step 1: Select Members from the Members section of the Admin Panel Sidebar.

Step 2: Click Import from CSV.

Our system allows you to import the following fields:

      • First Name
      • Last Name
      • Email 
      • Phone 
      • Company 
      • Business Address 

Step 3: Once all of your columns are matched up click Check Import Data to finish the import process.

Step 4: Click "Import Members" (Takes a few seconds to invite all members)


Note: All Members in the imported CSV will receive an email inviting them to join your organization's app.

Template: Here is a template you can use.