Step 1: Prepare Your CSV File to Import Members
To batch import your members, you'll first need a CSV file (spreadsheet format option) that has all of your member data. You will need to have 3 headers on your spreadsheet specifically labeled: username, email, and membership type for the import to work.
username will be the username each member will use to login
email is each member's primary email address
membership type is the membership type you have created on your website. You must create a membership type prior to importing your members.
Your CSV can contain additional field headers when you import them beyond the required 3 above and Tendenci will add the custom fields to your members profiles after import.
Additional recommended fields to include when you import: first name, last name, join date, expire date, renew date, membership number.
When you have your CSV file prepared with your members' information, go to your Memberships Tab and click "Import":
Step 2: Upload Your Membership Import File
On the next screen, you will want to select an application. You will select from the dropdown list for the appropriate application and the application needs to be associated with the membership types in your CSV file.
Choose File to select the CSV from your computer and click "Submit" to upload the file:
Step 3: Map Membership Import Fields
After you've uploaded your CSV file, the next screen will allow you to map the fields in your spreadsheet to Tendenci's standard membership fields. Any fields that are not in your CSV spreadsheet can be left blank. Select from the dropdown menu to find your spreadsheet's field headers and match them appropriately.
When you are done, press "Submit":
After pressing Submit, you will have the opportunity to preview your membership import results and verify the fields mapped correctly. If everything looks correct, click "Import Now" to begin the Membership Import:
Step 4: Membership Import Processing
Depending on the number of members in your CSV file and the number of custom fields, the membership import process can take several minutes to over an hour. You can use your website or log off and do other things during this time. Once the import is complete, you'll find all your members now imported into your Tendenci website's membership database.