AdminLogix

Import members from a CSV

Preview a member CSV, resolve errors and create valid new members without altering existing records.

Who this is for: Owners and Admins importing member records.

Help when this task is blocked

Before you start

Owners and Admins can import. Import is create-only: it does not merge, update existing members or assign Attendance Groups. Blank optional fields use the documented defaults.

Steps

  1. Open Members → Import members. Select your file using CSV file.
  2. Read Ready to import, Existing — skipped and Needs correction. Use Show import rows to inspect each category; review Ignored columns separately.
  3. Download the corrections file if offered. Correct the source file and select it again when needed.
  4. Choose Import Valid Rows to save only ready new rows, or Cancel to leave without saving.
  5. Review the imported, existing-skipped and invalid counts. Use Back to members to return.

Expected result

Only valid new members are created; existing members remain unchanged.

If you cannot finish

The CSV header or nickname is wrong

Username/Nickname is the required header. Existing nicknames match ignoring case and surrounding spaces.

A new nickname appears more than once

Every repeated new nickname needs correction; do not choose a winning row.

The file is too large or invalid

Use UTF-8 CSV within 4 MiB and 5,000 nonempty rows. Notes are limited to 5,000 characters.

Example: understand this in practice

A fictional CSV contains Jordan, who already exists, and a new member, Priya. Jordan is skipped; only Priya’s valid new row is created.

Names and situations are fictional.

Return to Help