Import members in Membership V2

Import members in Membership V2

Introduction

In this article, we will explore the process of importing members into Membership V2.

Notes
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


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