Import Existing Members

Moving from another system? Import your members from a spreadsheet. Nobody is charged by the import: each person adds their own card from their account, or stays active until the date they've already paid through.

Before you start

• Create the plan the members are moving to (see Turn On Memberships and Create a Plan).
• Click Download a template for a spreadsheet with the right columns, or use an export from your old system. One person per row.

Import

1. Go to Memberships › Import members and pick the Plan and Price.
2. Choose how they start. With Waiting for them to add a card, each member finishes joining by adding their card from their account. Active until a paid-through date is for people who've already paid you; they renew on WaiverFile when that date comes, and your list needs a paid-through date for each account holder.
3. Upload your spreadsheet (Excel or CSV), or click Or paste your list instead.
4. Match columns. Tell WaiverFile which column is the first name, email and so on.
5. Review and import. Check the rows. Any problems, like a missing email, are flagged before anything is saved.