To import people you need to create a UTF-8 format .csv file based on this template document. This article explains how to use the template.
|Title||Select||Use values such as Dr, Mr, Mrs etc.|
|First name||Text|| Required
|Last name||Text|| Required
|Has to be a valid email address|
|Address name||Text|| Used for a building or location name
|Address line 1||Text||Required in order for other address fields to be imported|
|Address line 2||Text||
|Country||Select||Must be two-letter country code from the list of ISO Country Codes here.|
|Account||Select||Binary value, has to be either 'Yes' or 'No'. Use 'Yes' if you want to create a website user account for this contact so they can log in.|
|Gift aid||Select||Binary value, has to be either 'Yes' or 'No'|
|Organisation (role)||Select||You can associate a person with an organisation with a specific role. Add the role in brackets.|
|Note||Text||You can add one note per contact at the point of import|
| Membership name
|Membership next payment date||Date|| Must be a date in the format: YYYY-MM-DD
Set the date when you need to next collect payment
|Custom field||Various|| You can import as many custom fields as you need. Add one column for each custom field. The column title must start with the prefix 'Field: ' followed by the name of the custom field.
Learn more about configuring custom fields.
Importing to select type fields
All select fields must already be created in the system prior to import. Column headings must exactly match field names and cell values must exactly match select options as they appear in the system. Where multiple values can be added to one field, such as Contact consent, Groups or Custom checkbox fields, multiple values can be added to one cell separated by a pipe | character.
People can be associated with organisations. If you want to do this you first need to import the list of organisations. Once this is done you can import people with associations to those organisations.
Including commas in your content
The import file is a .csv (comma separated values) which means that any comma present in the import file will be treated as a separator between values. We recommend not including any commas but if you have to you can enclose the content for that value in quotation marks to keep the commas. If you are saving as a .csv from Excel there is no need for quotation marks around cells containing commas because Excel will deal with this automatically when needed.