How to import, add, and export members

How to import, add, and export members

👥 Members
How to import, add, and export members

This article covers three ways to manage your member list: bulk importing a file, creating members one by one, and exporting your list.

Bulk import members

Adding dozens or hundreds of members at once? Use the bulk import feature to get everyone in quickly.

  1. Once logged in to the admin portal, click Import Members.
  2. Click Import.
  3. Choose your file format: Excel (.xlsx) or CSV.
  4. Download the template file provided, fill in your members' information, then upload the completed file.
⚠️ Important: Do not change the column names in the template file. If the column headers are modified, your import will fail or contain errors.

Create a single member

Need to add just one person? You can create them manually in seconds.

  1. In the Import Members section, click + New User.
  2. Fill in the member's details and save.

Export your member list

You can download your full member list as an Excel or CSV file at any time.

  1. Log in to the admin portal and go to Import Members.
  2. Click the Export button.
  3. Choose your preferred format, Excel or CSV. The download will start automatically.
💡 Tip: The exported file uses the same column structure as the import template, so you can use it as a starting point for future imports.
💬 Still need help?
If your import fails or you're seeing errors in your member list, contact our support team with a copy of your file and we'll take a look.

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