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Importing Member Data in Bulk

Importing your organization’s member information is a critical component of getting started with Glue Up’s Membership module. Follow the processes below to import member data into the platform:
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Adjust the platform’s member or company form

  1. Click the double-gear icon located in the platform’s top navigation bar to open the Organization Settings dropdown. In the dropdown’s Membership Settings column, click Application Forms.
  2. In the Member Form and Company Form tabs, drag and drop any existing fields you want to add to the forms. You can also add custom fields as needed, however, the data for any custom fields will not be tracked in the CRM.

Important: An existing field is any field that is already used in the CRM module. If the field you want is not used in the CRM module, add the field by going to the Forms section located in CRM Settings. Once added, you can add the field into your member or company form.

Importing your Excel file

  1. Click the double-gear icon located in the platform’s top navigation bar to open the Organization Settings dropdown. In the dropdown’s Membership Settings column, click Import History and Activation.
  2. Click the Corporate Membership Import Template link or Individual Membership Import Template.
  3. Insert your member data in the Excel file and ensure it is properly formatted. For more information about formatting your Excel file, click here.
  4. After the data has been properly formatted in your template, click the Import button. Select a membership type for the data you want to import, click the Confirm button, and upload the completed Excel template from your device.
  5. Select headers to ensure each column in your Excel file matches the appropriate fields in the Glue Up platform. During this step, you can choose to not import information in an Excel column by selecting ‘Do Not Import’ from the dropdown menu. You can also assign all the imported memberships to a team member with the option provided at the bottom of the page. When finished, click the Submit button to continue.
  6. After the Excel file has been imported, you can view information about the imported data. Click the Activate Now button to immediately activate the memberships in the platform or the I Will Do It Later button to activate the memberships at another time.
    1. When you activate the memberships in the platform, all members with active and grace period memberships will receive a system notification email request to complete their member profiles.
    2. If you choose to activate the memberships at a later time, you can go to the Import section of Membership Settings to activate the data list when convenient. In the main screen of the Import section, you can click any three dots icon to view an imported list, activate a list, or revoke the process.

IMPORTANT: Click here to learn how you can import entries for single/multiple choice fields.

Formatting your Excel membership template for corporate memberships

  1. After downloading the membership template for corporate memberships, open the Excel file.
  2. The template is divided into two tabs: Company Members and Individual Members. In each tab, there are mandatory fields that must be completed before uploading the file into the platform.
    1. Mandatory fields in the Company Members tab are:
      1. Membership ID: Only numerical values can be inserted in this column
      2. Membership Start Date: The date must be in Excel’s “Short Date” format and contain the year, month and date.
      3. Membership End Date: The date must be in Excel’s “Short Date” format and contain the year, month and date.
      4. Company Name: A company member’s name must be an identical match to the company names listed in the Individual Members tab for all individual members who are part of that company.
  3. Mandatory fields in the Individual Members tab are:
    1. Membership ID: Only numbers can be inserted in this column. Membership IDs must be an identical match to the related company’s Membership ID for all individual members who are part of that company.
    2. Primary Member: A primary member is a person who is designated as the main person for managing a company’s corporate membership. Each corporate membership can only have one primary member. If an individual member is a primary member for a corporate membership, insert ‘yes’. If an individual member is not the primary member for a corporate membership, insert ‘no’.
    3. First Name: The first name of the individual member.
    4. Last Name: The last name of the individual member.
    5. Email Address: The email address used by the individual member.
    6. Company Name: An individual member’s company name must be an identical match to a company name listed in the Company Members tab.
  4. Select all cells in your Excel template, and use the clear all hyperlinks function and clear formats function.
    1. All phone numbers must contain a country code with a + before the rest of the phone number, e.g. +1 2025555555.
    2. All default country and industry (if using Glue Up’s one) fields must contain data according to the related two-character reference codes. Click here to view the list of country and industry reference codes.
  5. When ready, upload the formatted file into the platform.

Formatting your Excel membership template for individual memberships

  1. After downloading the membership template for individual memberships, open the Excel file.
  2. All mandatory fields must be completed before uploading the file into the platform. Mandatory fields include:
    1. Membership Start Date: The date must be in Excel’s “Short Date” format and contain the year, month and date.
    2. Membership End Date: The date must be in Excel’s “Short Date” format and contain the year, month and date.
    3. First Name: The first name of the individual member.
    4. Last Name: The last name of the individual member.
    5. Email Address: The email address used by the individual member.
  3. Select all cells in your Excel template, and use the clear all hyperlinks function and clear formats function.
    1. All phone numbers must contain a country code with a + before the rest of the phone number, e.g. +1 2025555555.
    2. All default country and industry fields must contain data according to the related two-character reference codes. Click here to view the list of country and industry reference codes.
  4. When ready, upload the formatted file into the platform.

 

 

Note: The membership end date is an optional field in the membership import, and it will be automatically filled by the system based on the start date and the term length, if the start date is provided.