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    Import Manager

    Import a full member roster to update existing members, add new members, and remove expired members from the Member Manager. This task should be completed at least monthly. Non-Member imports do not require a full contact list and can be completed as needed.

    How To

    Membership Import Manager How To

    • Import Member Expiration Dates

    References

    Membership Import Manager References

    • Format Data for Import

    Workflows

    Membership Import Manager Workflow

    • Troubleshoot Verification For Members
    • Import an Email List

    Videos

     
    Import Manager  |  5:39

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