Import Members

It is a very useful feature that allows user to upload member details in bulk.

Steps to be followed to perform this action are as listed below:

Click the Import button in the members page as shown in the figure.

A popup window appears that allows user to download import template or to choose the previously downloaded template for bulk member import. The pop up also shows validation rules for required data fields.

Click the Download Template.

The MemberImportTemplate will get downloaded which will have below fields to enter the information.

Note: If a field is selected as ‘Mandatory’ in the configuration- Form Options, same will become mandatory in file import as well.

Field Name	Required	Type	Description
first_name	Optional	String	First Name
last_name	Optional	String	Last Name
email	Optional	String	Email ID
country code	Optional	Int	Country code (Default +1)
phone_number	Optional	Int	Phone Number
member_id	Yes	String	Unique account ID managed by the customer for their users/member
accesscard_no	Optional	String	Access Card ID to be used for access control or identification on the device
status	Yes	String	Member record status Active/ Inactive
member_type	Yes	Int	To use the member_type in importing the members using excel. The translation of the member_type is as follows Example To create the member with the type of “vendor” pass the member_type value of 11 To create the member with the type of “vendor” pass the member_type value of 12 Refer to Member Type for additional information.
workflow	Optional	String	This triggers a immediate registration link to the member for the workflow as per the Touchless Registration Settings. Incorrect and inactive workflow names will not be accepted.