Membership data is imported and exported from the campaign itself, so each file covers one membership campaign. To export members from all of your membership campaigns in one file, use the Membership Report (see Exporting Membership Data below).

Finding the Members Page

1. In the Admin, navigate to Campaigns > Memberships.
2. Click on the membership campaign you want to work with.
3. Click on the Memberships tab.

The Import and Export buttons are at the top of this page, alongside Add Membership.

Exporting Membership Data

Membership data can be exported as a CSV file.

1. Go to the campaign’s Memberships tab (see above).
2. Click the Export button.

The data fields are as follows:

If the campaign collects a form at checkout, each form question is added as an additional column at the end of the file.

To export every member from all of your membership campaigns in one file, use the Membership Report: navigate to Orders & Payouts > Reports, select Membership, leave the Campaign filter blank, and click Export. That file is an Excel file with First Name, Last Name, Email and Campaign columns.

Importing Membership Data

Membership data can be imported from a CSV or Excel file.

1. Go to the campaign’s Memberships tab (see above).
2. Click the Import button.
3. Choose your file and upload it.

File Format

FutureFund reads your file by column position, not by the names in the header row. Keep the columns in this order, even when some of them are blank:

The file must have at least five columns, A through E. The first row is always skipped as the header, so put your column names there and start your members on row 2. There is no limit on the number of rows in the file.

The import window lists the same columns in the same order, including Membership Level (optional) and Member Since (YYYY-MM-DD format, optional). Optional means the cell can be left blank. The column itself still has to be there.

Below is a sample of what the file will look like.

Notes:

• The campaign is set by the page you start the import from, so the file does not include a campaign column.
• Membership Level is optional. When used, the name must match the name of the level on the campaign exactly.
• If your campaign has no membership levels, keep column D in your file and leave every cell in it blank. Anything in column D stops the import with a message like “[Line 2] Membership Level ‘Gold’ is not available in the school session.” If you see this, check that a date or another value hasn’t shifted into column D.
• Member Since is optional and must use the YYYY-MM-DD format.
• Member Type only applies when the campaign collects membership types, and goes last. Use Student, Parent/Guardian, Teacher/Staff, Grandparent, or Other. If the campaign offers exactly one type, leave the column blank and every member imported is recorded as that type. See Membership Campaign for how to turn membership types on.
• Leave Member Type blank and the member is recorded as Not specified rather than Other, so you can tell later who was actually asked.
• If the campaign doesn’t collect membership types, the column is left off the import screen and the sample file, and anything in it is ignored. Your file still imports.
• A file you saved before membership types existed still imports as-is. The column is optional and comes last precisely so your older files keep working.
• On a campaign that does collect types, a Member Type that isn’t one of the five stops the import and tells you which value it didn’t recognize, so nothing is imported with a typo in it.
• The import window includes a sample file link you can download and fill in. Starting from the sample file is the easiest way to get the columns in the right order.

If the Import Has a Problem

The import is all or nothing. If any line has a problem, nothing from the file is imported. The message shows the line number and what went wrong. Fix that line and upload the whole file again. Because nothing was saved the first time, uploading again won’t create duplicates.

Avoiding Duplicate Members

The import doesn’t check for people who are already members of the campaign. Every row is added as a new member, so importing someone who is already on the list adds them a second time. Only include the people you want to add.

An export from the Memberships tab isn’t always laid out the way the import expects. For example, on a campaign without membership levels, the export has no Membership Level column. To import members, start from the sample file.