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Bulk Importing Non-Member Contacts

Updated

Creating your Non-Member Import document

Use this template or manually create CSV document to create your import file.

The import file must be in CSV (comma-separated values) format and it must contain the following fields as columns for your import document:

  • First Name
  • Last Name
  • At least one of the following pieces of contact information:
    • Email Address
    • Street Address (including city and state)
    • Phone Number
    • Mobile Phone Number

Additional columns of information can be added to your upload document from among the following options:

  • Member Number
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Country
  • Email Address
  • Phone number
  • Cell phone number
  • Work Company
  • Work Title
  • Fax number

No other fields can be included in a non-member import.

We recommend including column headers in row 1of your import document, but it is not required.

 

Importing Your Document

Navigate to the Control Panel > People Tab > Admin Functions > People Manager.

Click Member Options > Import Non-Members.

This will take you to the Non-Member Import History page, Select the Import CSV option.

Step 1: Upload Your Import Document

  • Enter a Batch Name to represent the purpose of this import.
  • Select a Category for all the imported non-members.
  • Select and upload your CSV file from your computer.
  • Header Row:
    • If row 1 of your CSV file contains header titles, select Yes
    • If your CSV file contains only non-member data in row 1, select No

Step 2: Assign Your Columns

Each column of your document will be represented along with a sample of the data from your import document. Use the Import into Field column to identify the data in your import document's columns. If your document included a header row, you should simply match Row 1 (header) with your Import into Field.

Step 3: Validate Your Import Data

Any records missing required information will have an X in the first column and an alert icon indicating the missing information.

The import cannot be completed with records missing required data.

You can click the edit option to fix any errors in your upload.

Step 4: Import

Once you have validated your import data, you can click Save and Continue to process your import.

Once the import is completed, it cannot be undone and any records imported would have to be removed manually.

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