In order to upload member details in Bulk user is advised to use Import option.
Steps to be followed to perform this action are as listed below:
Click on Import button in the members page as shown in the screenshot.
Click on Download Template, To download a template enclosed in csv file.
MemberImportTemplate will get downloaded.
Template consists of the below column names:
-
first_name
-
last_name,
-
email
-
phone_number
-
member_id
-
accesscard_no
Enter the details of members corresponding to its coumn name as shown in the screenshot
Click on save button.
Note: Multiple member details can be added and saved at the same time.
On saving the template with new member details in the users system.
Navigate to Import option from members page
click on ‘Choose file’ as shown in screenshot
and select the MemberImportTemplate saved in the system.
Verify the details that appear on grid with details of new members which were added in the Template.
Click on Import to import these member details into the portal.
User can now see the newly added members in the portal as shown in the screenshot.
