Overview

The Memberships page is where your unit keeps track of who has joined your PTA. An accurate member list matters: it supports your compliance reporting, voting eligibility, and communications.

Membership records are organized by School Year (term), so you can see your current members and look back at past years too.

You have a few ways to build your list. You can add members one at a time, import a whole group from a spreadsheet, or have them sync in automatically if your unit is connected to FutureFund.

The Member Details You Track

Each membership record holds these fields:

• First Name (required)
• Last Name (required)
• Email (optional)
• Phone (optional)
• Member Since — the date the person first became a member. This can be earlier than the current school year.
• Joined On — the date they joined for this school year.
• School Year — the term the membership belongs to.

There is no “membership type” to choose. You simply record the person’s name and contact details for the school year.

Adding a Member by Hand

1. From your unit, open the Memberships page.
2. Click Actions, then Add Member.
3. Fill in the first name and last name (these are required), and add the email and phone if you have them.
4. Pick the School Year, and adjust the Member Since and Joined On dates if needed (they default to today).
5. Click to save. The new member appears in your list right away.

Importing Members from a Spreadsheet

If you already have a list of members, you can upload them all at once. The import uses a fixed set of columns, so the easiest path is to start from our template.

1. On the Memberships page, click Actions, then Import Members.
2. Click Download Template to get a ready-made spreadsheet.
3. Fill in one row per member. Keep the column headings exactly as they are:
   • first_name
   • last_name
   • email (optional)
   • phone (optional)
   • member_since
   • joined_on
4. Save the file. You can upload either a CSV or an XLSX (Excel) file.
5. Back on the Import Members page, choose the School Year for these members.
6. Select your file and start the import.

If a Row Has a Problem

You do not have to get every row perfect. If some rows cannot be imported (for example, a missing first or last name, or a date that is not valid), FutureFund Connect tells you exactly which rows had trouble and what went wrong, including the line number. Fix those rows in your spreadsheet and upload again.

If the whole file cannot be read, you will see a message asking you to upload a properly formatted CSV or XLSX file.

Exporting Your Member List

To download your current list, click Actions, then Export Members. This gives you a spreadsheet you can keep for your records or use in reports.

Members Synced from FutureFund (Read-Only)

If your unit sells memberships through FutureFund (our fundraising and selling platform), those members can flow into FutureFund Connect automatically. This saves your treasurer from entering anyone by hand.

Important: while your unit is connected to FutureFund, your member list is read-only here. The Add Member and Import Members options are turned off, and individual synced members cannot be edited on this page. To make changes, update the member in FutureFund and the change will sync back.

You can still Export Members at any time, and you can manage the connection itself from the Actions menu.

For setup and details, see Connecting Your Unit to FutureFund (Membership Sync) at /connect/units/connecting-unit-to-futurefund.

Managing Members Through the API

If your unit uses an outside membership system, you can keep FutureFund Connect in sync through our API. This is a technical feature, so you may want a developer’s help.

• Authentication: include your API key in an X-API-Key header (or as Authorization: Bearer <key>).
• Endpoint: member records live under /api/v1/units/:unit_id/memberships. You can list and create members there, and view, update, or remove an individual member by its record.
• The fields available through the API are first name, last name, email, phone, and the school year (term).

Tips

• Import your members early in the school year and update the list as new members join, so your roster is ready when you need it for compliance.
• Always keep the template’s column headings exactly as provided, or the import may not match the fields.
• Export your list at the end of each school year as a simple backup for your unit’s records.
• If your unit is connected to FutureFund, you do not need to import members here. They will appear on their own.