Introduction
In this article, we will explore the process of importing members into Membership V2.
Note📝: The members can only import into Manual renewal plan
To create manual membership - Click here
Here are the steps to import members in Membership V2 -:
Step 1: Go to Membership V2 >> Import members
Step 2: Download sample CSV
Note📝: All the fields available in demo CSV are necessary to add
Add the details in the CSV which are following
1.) customer_email - Email id of the customer
2.) customer_shopify_id - To find Shopify customer id follow the below steps -:
a) Go to Shopify admin >> Customers >> Search the customer email and click on email
b) Copy the Customer ID and paste it in the CSV
3.) subscription_date - The subscription start date from which the customer gains access to the membership.
4.) expiry_date - The end date from which the customer's membership will end
Step 3: Select the Membership plan
Step 4: Select the CSV and click on Upload
Step 5: Once the import is done, will get the details of the CSV import
Name: The name of the uploaded file.
Create Count: Number of new members added.
Updated Count: Number of members whose details were updated.
Error Count: Number of records that failed to import due to errors.
Created Date: The timestamp of when the file was uploaded.
Updated Date: The last modification date.
Status: Indicates the completion status (e.g. Pending, Completed).
Now, you will get the list of customers in the Members tab
