This is a quick, four step process that will demonstrate how to import member lists. This is especially useful if you have a large list of clients that you are trying to integrate into your new platform.
Click MemberMouse, and select “Manage Members” next, click the white “Import Members”button.
Step 1 is to download the import template. This file will be named export.csv by default. If you need help looking up MemberMouse ID’s, they have a great tool that you can use (the button next to the Download Import Template button). You can search ID’s by: products, bundles, membership levels, employees, and protected content.
Step 2 is to upload the import file. You can choose to do this from a file stored locally on your computer, or from a URL.
- Step 3 is to configure import settings. Select which membership level to import members as, and whether or not to send them a welcome email.
- Step 4 is to click the green “Import Members” button.