Member Import Tool

Save time with this tool to Upload a List or File of members, membership types and other CRM fields.

To upload a list or file to your CRM, you will follow the below steps. 

 

 

Step 1 - Click into 'People (CRM)' and then 'View Everyone'.

Step 2 - Click 'Batch Tools'.

Step 3 - Click 'Import'.

 

 

Step 4 - Click 'Choose File'.

Step 5 - Click 'Upload'.

 

 

Step 6 - Read the 'Notes' section to ensure you're importing the fields accurately. 

 

 

Step 7 - Follow the highlighted steps to complete Import.