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[Solved] How do I import or upload member records?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 151
Topic starter  

To help with your initial setup you can import your member records from an external source via a CSV file upload. The import process also allows you to bulk-add additional member records later, and update existing member record details. All standard member fields can be uploaded. 

See Membership Tutorials => Membership Management Tutorial #1.3  for full details.


Extended Member Details
: Please note that it is currently not possible to import Extended Member Details (custom fields) via the Import Member process; however, Clubtreasurer Support can do this for you => Please open a Support Ticket and attach/email a CSV file with the data you want to upload in separate columns. It is important to provide as much detail and commentary as required to ensure we understand how you want these to be setup in Clubtreasurer - we will evaluate and let you know if this is possible.

  • Important: make sure to include  Member REF ID and Full Name columns in your data as these are used to match the new details with the correct Member. 
This topic was modified 1 month ago by CT Support

   
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