Data Services

Exporting Membership Data¶

Membership data can be exported as a CSV file.

1. In the Admin, navigate to Membership > Setup.
2. In the Data Services section, click on the Export CSV link.

The data fields are as follows:

Column	Description
Name	The full name of the member.
Email	The email address of the member.
Campaign	The campaign used to classify the membership.
Membership Level	The membership level when a multi-level membership is used.
Member Since	The date when the membership was created.
Order Number	The number of the order where the membership was sold (not manually added)

Importing Membership Data¶

Membership data can be imported from a CSV file.

1. In the Admin, navigate to Membership > Setup.
2. In the Data Services section, click on the Import CSV link.

File Format¶

The uploaded file must have five columns formatted as CSV. Below is a sample of what the file will look like. There is no limit on the number of rows in the file.

First Name	Last Name	Email Address	Campaign	Membership Level
Jane	Grace	[e-mail]	1001-pta-membership	Bronze Tier
John	Michael	[e-mail]	1002-staff-membership

Notes:

• The campaigns must be either a Membership or a Multi-Level Membership type.
• The name of the campaign must be taken from the URL of the campaign when viewing it in the Admin.
• The name of the membership level must match the name of the level.