Importing & Exporting Members
Membership data can be exported to a CSV file and imported from one, per campaign, from the campaign's Memberships tab.
Membership data is imported and exported from the campaign itself, so each file covers one membership campaign.
Finding the Members Page
- In the Admin, navigate to Campaigns > Memberships.
- Click on the membership campaign you want to work with.
- 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.
- Go to the campaign’s Memberships tab (see above).
- Click the Export button.
The data fields are as follows:
| Column | Description |
|---|---|
| First Name | The first name of the member. |
| Last Name | The last name of the member. |
| The email address of the member. | |
| Membership Level | The membership level. Only included for Tiered Membership campaigns. |
| Member Since | The date the membership started. |
| Member Type | Who the membership is for: Student, Parent/Guardian, Teacher/Staff, Grandparent, or Other. Reads Not specified when the member was never asked. Only included when the campaign collects membership types. |
If the campaign collects a form at checkout, each form question is added as an additional column at the end of the file.
Importing Membership Data
Membership data can be imported from a CSV file.
- Go to the campaign’s Memberships tab (see above).
- Click the Import button.
- Choose your CSV file and upload it.
File Format
The uploaded file must have at least five columns formatted as CSV, with an optional sixth when the campaign collects membership types. Below is a sample of what the file will look like. There is no limit on the number of rows in the file.
| First Name | Last Name | Email Address | Membership Level | Member Since | Member Type |
|---|---|---|---|---|---|
| Jane | Grace | jane@example.com | Bronze Tier | 2026-09-01 | Parent/Guardian |
| John | Michael | john@example.com | Teacher/Staff | ||
| Ada | Chen | ada@example.com |
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.
- 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.
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