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Member Import Function + Advanced Use

Additional guidance on importing members, including some advanced import functionality and information on the CSV Template.

Alan avatar
Written by Alan
Updated over 2 months ago

Summary of Template

See immediately below the Required, Recommended and Optional columns included in the Downloadable CSV Template. This template is provided in the Import Members function.

•⁠ ⁠MemberID (Optional)

•⁠ ⁠First Name (Required)

•⁠ ⁠Last Name (Recommended)

•⁠ ⁠Email (Required)

•⁠ ⁠Phone number (Recommended)

•⁠ ⁠Expire At (Optional)


1. Member Ids (Optional)

The Member Id's that are provided (using the "MemberId" field name) will be displayed on the member's digital wallet pass. The Member Id's provided must be unique and less than 15 characters/digits. eg. MEM001, MEM002

If the "MemberId" column is not included in the import CSV, the platform will generate an incrementing unique alphanumeric Member Id for you.

Note: the Member ID will get the "Prefix" you configure in the membership setup.


2. Expiry Dates (Optional)

Firstly, the Expiry date import (using the "Expire" field name) must follow the ISO 8601 date/time format.

Basic date (YYYYMMDD): Example: 20250427

Extended date (YYYY-MM-DD): Example: 2025-04-27

Date and Time Extended Format: (YYYY-MM-DDTHH:MM:SS): Example: 2025-04-27T15:45:00

Note: it is possible to import expired memberships, and will present as "Expired" status in the Members tab (in the dashboard).


3. Deactivated Members

Importing Inactive and/or deactivated members is coming soon.


4. Personalised Artwork/ Photo ID (Request Only)

To import personalised artwork or profile photos, you need to make a request through support.

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