How to import members via CSV

Importing members via a CSV file is the easiest and most common way to add several members to Promote at the same time. Learn how to prepare and import a CSV file in this article.

Content in this article

• Introduction
• How to import program members via CSV
• Importing new user information

Introduction

You can add members by importing a comma-separated text file (CSV). To do this you use a template that can be downloaded via the "Import Members" view of your program. The template contains information about each member you want to add to the program, including which role and which coach to assign if the member is a learner. This is the information you can fill out in the CSV file:

• * Email (email address)
• First name
• Last name
• * Role
  • Learner (Yes/No)
  • Coach (Yes/No)
  • Facilitator (Yes/No)
• Organization
• Job title
• Coach email (Email address of the coach assigned to the learner)
• Phone
• Info

* Mandatory information

 

How to import program members via CSV

1. Go to the Members tab in Program admin and press on 'Import members'
    
2. Download the CSV template
   
    
3. Fill out the CSV template with the program member information (see example), save it as a CSV file to your computer.
   
    
4. If you have an individual start date type of program you will set start and end dates for the members you import.
   
    
5. Press 'Choose file' to get the CSV file with your program members from your computer
   
    
6. When importing the file you will first preview the list of members before saving it. If the preview contains unsupported characters you can adjust the encoding until it looks correct.
   
    
7. Verify the information, take a careful look at all members email addresses and roles, before saving the list and importing the members.
   
    
8. Press save. If the file contains new users they will be created on the site. Any existing users in the import will use the information already stored about them on the site.

Importing new user information

You can add missing user information when you import program members via a CSV file.

If you for example have added program members by just importing email addresses, you can add missing names, titles, coaches, organization, phone numbers etc by importing an updated file.

Please note that we do not allow overwriting any existing information, only adding new information when it’s missing - which means you can’t import an updated file to change roles in a program etc.