How to import Bulk Members

Modified on Thu, 2 Jul at 12:22 AM

What This Feature Does

Lets you add multiple members to a membership course at once using a CSV file, instead of creating them one-by-one.


Before You Start

  • Prepare a CSV file with exactly two columns, in this exact order: name, email
  • The first row must be the header row with those exact column names — not "Name," "full_name," or any variation
  • Maximum 100 rows per import — the article's original wording ("don't import more than that, it might be causing issues") is vague; treat this as a hard limit, not a soft suggestion, until confirmed otherwise
  • Double-check emails in your CSV for typos before importing — fixing 100 wrong emails after the fact is far more painful than checking them first

 



Step 1: Prepare Your CSV File

Format exactly like this:

name,email
John Smith,john@example.com
Jane Doe,jane@example.com
  • Column headers must be lowercase: name, email
  • No extra columns, no extra header text
  • Save as .csv (not .xlsx or .numbers)


Step 2: Open Import Members

  1. Go to "My Members"


     2. Click "Import Members"


Step 3: Upload Your CSV

  1. Click to upload your prepared CSV file
  2. Confirm it uploads without an error


Step 4: Assign Product Access

  1. Select which product/bundle these imported members should have access to
  2. This applies the same access level to every member in the file — you cannot assign different products to different rows in a single import


Step 5: Create Access

  1. Click "Create Access"
  2. Wait for the confirmation that the import completed


Step 6: Verify the Import

  1. Go back to My Members
  2. Spot-check a few of the newly imported names/emails to confirm they appear correctly
  3. If possible, verify with at least one imported member that they received login access


Common Issues & Fixes

ProblemLikely CauseFix
Import fails immediatelyColumn headers aren't exactly name and email, or wrong file formatRe-check headers are lowercase and exact; confirm file is saved as .csv
Only some members importedFile exceeded 100 rows, or specific rows had malformed data (missing email, invalid format)Split into batches of 100 or fewer; check each row for typos or missing values
Members imported but can't access contentWrong product selected during "Give access" stepRe-check the product assignment applied to the batch
Duplicate/existing emails cause errorsSome emails in the CSV already exist as membersRemove existing members from the CSV before re-importing, or check individually via My Members
No password set for imported membersCSV only supports name/email — no password fieldConfirm how imported members receive login credentials (see flagged question below)


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