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How to prepare the import file:
- Download this import template.
- Open the template in a spreadsheet editor (e.g., Microsoft Excel, Apple Numbers, Google Sheets).
- Starting with the second row, add one member per line.
- Export/save the file as a CSV file.
Things to note:
Need more guidance? Check out this handy help article.
- For the "Account Type" column, you can use any of these account types.
- The email address column is optional, but recommended. Without it, the member will only be a partial member.
- Members with the same address and account type will be automatically grouped into the same account.
- For importing, only one address can be specified per account; additional addresses can be added later.
- For addresses in your community, only provide the street address and unit number (if applicable).
- Addresses located in a different country than your community will need to be added after importing.