Follow these steps at your club’s own website. Available screens and actions depend on your account’s role and the programs your club has enabled.
Overview
Use Club → Advanced → Member import to add households and contacts from a CSV file. Only admins can import. Import never creates charges or invoices.
Import a file
Download the template from the import page and prepare your file.
Upload or paste the CSV and run a Dry run. Nothing is saved yet.
Review each row. It will create a household or person, attach a person to an existing household, or skip the row.
Fix skipped rows, then select Apply using the same file.
Files can have up to 2,000 rows and be up to 5 MB. Split larger imports.
What import does not change
Import does not update existing household details. It does not create invoices, dues, or bond records. Use the normal membership and billing tools after the import.
A row whose family member has a birth date in the future is skipped, with "That birth date is in the future. Check the year and enter the date they were born." next to it. Today counts as the club's own day, in the club's time zone.
Rows that match an existing address or phone number are skipped to prevent duplicates. Open the matched household and add the person manually, or correct the row if it is not a match. If you add a member with a tier to an existing prospect household, check its status and update it if needed.
Each household is saved on its own. If one cannot be saved — most often because someone in it signed up on the club website between your dry run and your apply — that household is left out and listed with the skipped rows, and the rest of the file still goes in. Nothing from a left-out household is written, so running the same file again picks it up.
Imported addresses are unconfirmed. They cannot receive member email until they confirm the address. Send confirmation messages only after you are ready.