This is the sixth video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. This video shows you how to batch import and export members.
How to Batch Import and Export Members
In this video as part of the Membership module series, I'm going to show you some of the places that as a site admin you will want to go to manage your members and the membership profiles and accounts. If you have a lot of members already that you want to import from your old site into Tendenci you can use our batch membership import and you come up to the admin bar under people, drop down to members, and this will take you to the membership tabs and when you mouse over the membership tab you will see here an import and export feature.
The import feature allows you to batch import your members from a CSV file and the export feature allows you to export your site's members into a CSV file that you can then use for other tools outside. By clicking on the import you will see that it's tied to a certain application so you will need to have already created a membership application that we've shown earlier.
Then you can choose the file and what needs to be in your CSV file, you need to have a user name field, you need to have an email field, membership type that matches the membership types on your site, first name and last name.
Those are required fields. You can then add additional fields based on what information you have on your members and our site will import those as well, these are just the required ones. So to batch import we would choose the file from our drive, where the CSV file is. And then we would click to import, it would come over here and as you can see there's a number of fields we didn't have listed.
So we just want to look for first name here and last name. This allows you to map the fields that are in your spreadsheet into the system. Again you can add all of these, others if you wanted, to your spreadsheet. And then we click submit.
This allows you to preview the import and then you would click here, Import Now, if everything looked correct.
Depending on how large your membership import file is, it can take several minutes and so it will tell you here, it's processing the membership import. So we will take a brief pause and once the import is done I'll show you what that looks like. When the membership import is finished, you will see a notice that tells you how many imports were attempted, how many were added, and how many were skipped.
In this case all five of our member examples were imported correctly. However every now and then maybe something has a special field and the system had trouble reading it correctly. You will be able to see which ones were skipped and that way you'll be able to go back and either manually add them or try again for the one's that were missed. We can go back to the membership search page and now when we click to see professional members on the right hand side we can see our new examples have been added here, each with their own membership number and the details.
So that's how you batch import your members.
To export your members from a Tendenci site you would go back through the admin navigation menu to members and you would come down to memberships to click on export. You can export your members based on their application type. To protect the export process your site's password is required.
It's the same password that you log in to your Tendenci site as an admin and once you export as you see here we will get an export file and it will have the different information that you specified in your application fields as exportable which you can customize. So that's how easy it is to export your memberships.
More Memberships Module Help Files
|View Previous Video (What Your New Members Experience when They Submit a Membership Application)||This is video 6 of 9 in our Memberships Module Overview Series||View Next Video (How to Create & Customize Member Notices for Renewals and Autoresponders)