Using the Import functionality allows you to add or update multiple records at a time. Follow the steps below on how to import members.
Click Settings or the Gear icon on the left.
In the Import & Export section, click Import Members.
You will see a list of past imports. Click Import.
Please enter the information into the fields on the page to upload the data:
Record Type - Where the data will be imported into.
File to import - Select the CSV file to upload.
Encoding - The type of encoding used in the CSV file. (Default recommend)
File Description - The description of the import file.
Section 1 displays a sample of the imported data for you to review.
Section 2 allows you to map the fields of the imported data to the fields in the Entity.
You can click the X on the field mapping to remove the field if it is not needed.
Click Next to import the file.
The Import Data page will display again, but with a progress bar on the right to show the progress of the import. To see the updated progress, please refresh the page.
Once done, you can review the data imported.