Importing members might get complicated depending on your data and use cases. Sometimes, importing the right membership or member/company properties can be tricky. Here are a few examples that show exactly which columns must be filled to import certain data:
Import an individual with an email - just set values in Name and Email columns. The following CSV will import a single member with name Andrew and email [email protected]
Import a company with email - Set values in Company and Company Email columns. The following CSV will import a single company with name OfficeR&D and email [email protected]
Import a member and assign it to a company - Set values in Name and Company columns. The following CSV will import a single company with name OfficeR&D and a single member with name Andrew. It will then assign the member to the company.
Import a membership and assign it to a member in a company - Set values in Name, Company, Plan, Start Date, Price, and Quantity columns. The following CSV will import a member with name Andrew, assign it to a company OfficeR&D, then create 3 memberships with plan Hotdesk starting on Nov 30th 2017, that cost $150.
