How to access
Settings → Customization → Import DataPrerequisites
- Administrator access required
- CSV file properly formatted
- Required fields populated
Import Features
| Feature | Description |
|---|---|
| Bulk member import | Create many members at once |
| Field mapping | Map CSV columns to fields |
| Validation | Check data before import |
| Error handling | Report import issues |
| Update existing | Update or skip duplicates |
Preparing Your Data
CSV Format
Your file should be in CSV (Comma-Separated Values) format:Required Fields
| Field | Description |
|---|---|
| Unique email address (required) | |
| firstName | Member’s first name |
| lastName | Member’s last name |
Optional Fields
| Field | Description |
|---|---|
| phone | Phone number |
| localCenter | Local center name |
| userType | Membership type |
| birthDate | Date of birth |
| address | Street address |
| city | City name |
| country | Country code |
Import Process
1
Prepare CSV file
Format your data according to requirements.
2
Navigate to Import
Go to Settings → Customization → Import Data.
3
Upload file
Select and upload your CSV file.
4
Map fields
Match CSV columns to Orgo fields.
5
Preview
Review data before importing.
6
Import
Execute the import process.
7
Review results
Check for errors and confirm success.
Field Mapping
Automatic Mapping
The system attempts to match columns by name:email→ Email fieldfirst_nameorfirstName→ First Namelast_nameorlastName→ Last Name
Manual Mapping
For unrecognized columns:- Select the CSV column
- Choose the corresponding Orgo field
- Repeat for all columns
Import Options
Skip rows with existing email addresses.
Update existing members with new data.
Send invitation emails to new members.
Generate temporary passwords for new accounts.
Validation
Pre-Import Checks
Before importing, the system validates:- Email format correctness
- Required fields present
- Data type compatibility
- Duplicate detection
Validation Results
| Status | Meaning |
|---|---|
| ✓ Valid | Ready to import |
| ⚠ Warning | Will import with notes |
| ✗ Error | Will be skipped |
Handling Errors
Common Issues
| Error | Solution |
|---|---|
| Invalid email | Fix email format |
| Missing required field | Add missing data |
| Duplicate email | Remove or enable update |
| Unknown local center | Create center first |
Error Report
After import, download error report:- List of failed rows
- Reason for failure
- Original data for correction
Import Types
Member Import
Import user accounts with profile data.Local Center Import
Bulk create local centers before member import.Event Attendees
Import registrations for specific events.Best Practices
Clean data first
Clean data first
Remove duplicates and fix errors before uploading.
Test with sample
Test with sample
Import a small sample first to verify mapping.
Backup existing data
Backup existing data
Export current data before large imports.
Create dependencies first
Create dependencies first
Import local centers before members that reference them.
Use consistent formatting
Use consistent formatting
Standardize date formats, phone numbers, etc.
Sample Templates
Download templates for common imports:- Member import template
- Local center template
- Event attendee template
Related Features
- Users - Member management
- Local Groups - Local centers
- Invitations - Invite members