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Adding Members Manually and via CSV Import

Bring members into your program one at a time or in bulk via CSV upload.

Matt Thomas avatar
Written by Matt Thomas
Updated this week

You can add members to your program individually or import them in bulk from a CSV file. Both methods are available from the Members page.


Adding a Single Member

  1. On the Members page, click the Add Member button.

  2. Enter the member's Name and Email.

  3. Click Add.

  4. The member will be created and automatically receive an invitation email with a link to download their wallet pass.


Importing Members via CSV

  1. Click the Import button on the Members page.

  2. Download the sample CSV template if you need the correct format.

  3. Upload your CSV file. Required columns are name and email.

  4. A preview table shows the first rows of your file for verification.

  5. Review any validation errors (missing fields, invalid email formats).

  6. Click Import to proceed.

After import, you'll see a summary showing:

  • Number of members successfully imported

  • Number of duplicates skipped (existing emails are not overwritten)

  • Any rows with errors

Imported members automatically receive invitation emails.


Exporting Members

To download your current member list, click the Export button on the Members page. This generates a CSV file containing all member data including name, email, phone, tier, wallet status, spend, and join date.


Tips

  • The CSV file must include name and email columns — these are the minimum required fields.

  • Duplicate emails are automatically skipped during import, so it's safe to re-import a file.

  • Export your members regularly as a backup, especially before making bulk changes.

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