Data Services¶
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.