Import contacts

Import your existing contacts quickly and smoothly by following the guidance in this section.

Prepare people and organisation contacts for import

To import new people and organisations into the contact database you need to prepare the data you hold in a specific format. Follow our guidance and use our template spreadsheet to help you.

Prepare people contacts for import >

Joint members

If you offer joint membership plans and want to import joint members you need to prepare the contact data separately. Joint members need to be imported after the people that own the subscriptions they are linked to.

Prepare joint member contacts for import >

Upload your spreadsheet of contacts

Once all your contact data has been prepared you can complete the process by saving data in a CSV format and uploading it to the database.

Complete the import process >

Import changes to existing contacts

You can also make changes to existing contacts using the import process. This must be done separately and only certain data can be updated in this way.

Make changes to existing contacts

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