Data Services
Our platform offers robust data services, including the capability to export data to CSV files and seamlessly import data, ensuring you have full control and flexibility when it comes to managing your valuable information.
Exporting Membership Data
Membership data can be exported as a CSV file.
- In the Admin, navigate to Membership > Setup.
- In the Data Services section, click on the Export CSV link.
The data fields are as follows:
| Column | Description |
|---|---|
| Name | The full name of the member. |
| The email address of the member. | |
| Campaign | The campaign used to classify the membership. |
| Membership Level | The membership level when a multi-level membership is used. |
| Member Since | The date when the membership was created. |
| Order Number | The number of the order where the membership was sold (not manually added) |
Importing Membership Data
Membership data can be imported from a CSV file.
- In the Admin, navigate to Membership > Setup.
- In the Data Services section, click on the Import CSV link.
File Format
The uploaded file must have five columns formatted as CSV. 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 | Campaign | Membership Level |
|---|---|---|---|---|
| Jane | Grace | jane@example.com | 1001-pta-membership | Bronze Tier |
| John | Michael | john@example.com | 1002-staff-membership |
Notes:
- The campaigns must be either a Membership or a Multi-Level Membership type.
- The name of the campaign must be taken from the URL of the campaign when viewing it in the Admin.
- The name of the membership level must match the name of the level.