Preview existing member records before importing them into a programme.

Steps

  1. Open Membership management → Import.
  2. Enter Source name, choose Programme, and select a Plan for a paid programme.
  3. Upload Member CSV with the required source identifier, full name, and email or phone columns. Keep the same source name and source identifiers when importing updates.
  4. Choose Preview members and review each result. Correct identity, subscription, and eligibility conflicts before continuing.
  5. Enter Import audit reason and choose Import reviewed rows using an account with the required approval and finance permissions.
  6. Wait for Import completed and check the member list. Rows with conflicts are not merged automatically.

Importing a member does not record a payment or marketing consent. Keep the relevant payment and consent records separately.