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Bulk Import Members

Last Updated: Jul 06, 2016 08:39AM PDT

Community Settings >> Member Management >> Members >> Bulk Import Members

If you've got a large volume of new members to invite to your community, it may be quicker to upload the list of member email addresses via excel.

Please Note : Upload members in batches of 3000 members per file only. Adding more members in a single file will result in interrupted and incomplete process.



Assigning Groups
You can assign community roles to the new members or existing one (Verification email will be resent to them) while uploading itself. Turning on the switch for 'Set Group' will show a dropdown with all the groups which the admin has created. The administrator can choose a Group to which all the members from the excel file need to be assigned to. For example : HR Department' has been selected in the above screenshot
Help Article on Community Roles : 
http://support.ideascale.com/customer/portal/articles/1331370

Uploading Answers to Member Profile Questions

You can upload answer "values" for member profile questions using an Excel file when you are bulk uploading members.

Using this tool, Administrators can upload new members with the accompanying answer to member profile question or add new member profile question answers for existing members. Following conditions must be met while uploading answers to member profile questions.

1) The first column must contain an email address.

2) The first row of Excel must be a header. 
 
3) The first header shall be 'Email'. Subsequent column headers should correspond exactly to the Member        Profile Question "label" or title. This is case sensitive. 

4) The values listed under each header are the answers to the target member profile question for each member. These values should correspond exactly to the possible answers to the member profile question (Single Line Text Box or Single Choice). This is also case sensitive.
 For Checkbox, the custom fields value should be either "true" or "false".
 
5) The member profile question can be set as "Required" or "Not Required". However if the member profile question is set as "Required" the corresponding answers should be updated on the spreadsheet to be uploaded effectively. In case member profile question is "Not Required" we may leave the spreadsheet blank in the particular columns and the upload will take place accordingly. 

 

Excel File Format

  • The file should be an Excel format (".xls" or ".xlsx")
  • If the first row is column header then please check the First row is column header box.

 

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