Import your member directory

Prepare the import template

1. Open the member import page from Members. If the option is missing, ask your administrator to review your import access.
2. Download the current template from that page rather than reusing an old spreadsheet format.
3. Copy your records into the template, keeping the column headers and required fields in the expected format.
4. Review email addresses, phone numbers and possible duplicates. Confirm that the selected location is correct.

Import and review the result

1. Choose the prepared file and follow the import screen’s validation and submission steps.
2. Review the result and any row-level errors. Keep the source spreadsheet until you have checked the directory.
3. Correct rejected records before retrying. Avoid resubmitting successful rows without checking whether those records already exist.

If the import is blocked

• Check that your file follows the current template and satisfies required fields.
• Check the member allowance with your church administrator. Imports are subject to the same allowance as individual additions.
• If a connection fails after submission, review the directory and the import result before submitting the same file again.