Upload Members via File
Bulk add members by uploading a formatted Excel or CSV file.
1
Upload File
2
Map and Confirm
Upload File
Required Columns
First Name
Last Name
Email
Program
Support Circle
Email is used to prevent duplicate members.
File
Select a CSV or Excel file to upload
Accepted file types: .csv, .xlsx
Map Columns
Map file columns to member fields. Unmapped columns will be ignored.
* Required for import
Import Options
Send Welcome Email
When enabled, imported members will receive an email to set their password.
Create Missing Support Circles
When enabled, Support Circles in the file that do not exist will be created during import.
| File Column | Maps To | Preview (First Row) | Data Type |
|---|---|---|---|
| FirstName |
|
Avery | Text |
| LastName |
|
Jordan | Text |
| EmailAddress |
|
avery.jordan@email.com | |
| Program |
|
Bright Leaf Recovery | Program |
| SupportCircle |
|
Jordan Family | Support Circle |
| Mobile |
|
(512) 555-0123 | Phone |
| JobTitle |
|
Case Manager | Text |
5 of 5 required fields mapped
3 of 5 required fields mapped
Map First Name, Last Name, Email Address, Program, and Support Circle to continue.
Update Existing Members
Matches members by email and updates mapped fields only.