When you Import a CSV of new members to the system you are essentially bulk adding member information. For our system to make sure all of this information gets added to the right fields, we need to make sure that your CSV columns match up with ours! So here's out it works:

Our system allows you to import the following fields:

  1. First Name
  2. Last Name
  3. Email 
  4. Phone 
  5. Company 
  6. Business Address 

If the titles of the CSV you import, do not match the titles of our columns, then you will need to match them up manually to make sure everything imports correctly.

For example, if I upload a CSV with the following column labels: First Name, Last Name, Email and Phone Number. I will need to match my Phone Number column to the system column labelled Phone.

And that's it! Once all of your columns are matched up click Check Import Data to finish the import process.

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