Bulk import members and referrals based on your business needs and workflows.
From any page of your Admin Dashboard, click "Actions" > "Bulk Import" (top right corner).
You can also bulk import members and referrals via the top right of the Activation Campaigns page (by the "Need Members to Activate?" box). Simply select the Bulk Import Members option from the View Options dropdown.
Importing Members
Importing members is an easy way to add and update individuals in your referral program en masse.
Plus, when you bulk import members, they'll be added under the Preapproved status, making it a very low-risk way to add new potential sharers.
Rest assured – the preapproved members you import will not be contacted unless you explicitly send them an Activation Campaign.
Import New Members
1. From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Import New" (under Members)
2. Choose the program you want to register your members to.
3. Fill in the "List Name" field with information about the list you're uploading.
For instance, if the list is of customers who first used your services in December 2024, you might name it "December 2024 New Customers."
The List Name will easily let you find members from this import for targeted email campaigns (activation campaigns and member engagement campaigns). It will also let you easily identify members from a given import.
4. Once you've selected your program and named your list, click Continue Import.
5. Import a file that follows the CSV guidelines listed below. Or, copy and paste data from a spreadsheet.
Use the member import example template as a starting point if you wish.
6. Select the header row (row with field names). Then click Next.
7. Map the columns.
Choose which columns from your file to use for each template field (member property).
If you don't want to import a given column's data, choose "Ignore this column."
Once you've mapped all your columns, click "Next."
The Map Columns feature makes it easy to associate column data in your file with member (and referral) data fields.
8. Verify, correct and add missing data before you submit your import.
9. Once you are happy with your import preview, click "Submit" to import your members.
10. On the next screen you will see the status of your import.
By default, importing new members will not trigger a Confirmation Email.
But keep in mind – any other automated emails that are currently enabled in your program will be sent out to members in the future once they become Activated (i.e. the reminder email, referral status update emails, and Monthly Summary emails).
Update Existing Members
1. From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Update Existing" (under Members)
2. Import a file that follows the CSV guidelines listed below. Or, copy and paste data from a spreadsheet.
Reference the Example Member Update import CSV.
3. Select the header row (row with field names). Then click Next.
4. Map the columns.
Choose which columns from your file to use for each template field.
Select "Ignore this column" for template fields you do not want to update.
Importing blank values ERASES any existing values.
Once you've mapped all your columns, click "Next."
For member update imports, you must include a memberkey field to identify which member(s) are being updated. Match members based on:
Member's internal ID "memberkey_id"
External identifier "memberkey_externalid"
Referral code "memberkey_referralcode"
Member's Email Address "memberkey_email"
5. Correct invalid data or add missing data if needed. Remember, importing blank values ERASES any existing values.
6. Once you are happy with your import preview, click Submit to update your members.
7. On the next screen you will see the status of your import.
Importing Referrals
Referrals must be associated with a member to be imported to your account.
The process for importing and updating referrals is nearly identical to the member import process. You can update a referral’s information by importing a CSV with the new and/or updated fields and the Referral ID.
Import New Referrals
1. From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Import New" (under Referral)
2. Import a file that follows the CSV guidelines listed below. Or, copy and paste data from a spreadsheet. Each referral must be assigned to a member using the member's referral code.
3. Select the header row (row with field names). Then click Next.
4. Map the columns.
Choose which columns from your file to use for each template field (referral property).
If you don't want to to set a field's property value, choose "Ignore this column."
Once you've mapped all your columns, click "Next."
5. Correct invalid data or add missing data if needed.
6. Once you are happy with your import preview, click Submit to import your referrals.
7. On the next screen, you will see the status of your import.
See the Import New Member Video above for additional tips
Update Existing Referrals
From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Update Existing" (under Members)
2. Import a file that follows the CSV guidelines listed below. Or, copy and paste data from a spreadsheet. Any values used will replace existing values.
Reference the Example Referral Update import CSV.
3. Select the header row (row with field names). Then click Next.
4. Map the columns.
Select Ignore this column for template fields you do not want to update.
Importing blank values ERASES any existing values.
Once you've mapped all your columns, click "Next."
For referral update imports, you must include a referralkey field in order to identify which referral(s) are being updated. Match referrals based on:
Referral's internal ID "referralkey_ID"
External identifier "referralkey_externalid"
Referral's Email Address "referralkey_email"
5. Correct invalid data or add missing data if needed. Remember, importing blank values ERASES any existing values.
6. Once you are happy with your import preview, click Submit to update your referrals.
7. On the next screen you will see the status of your import.
See the Import Update Existing Member Video above for additional tips
CSV Guidelines
Note: Any unused columns or rows must be deleted. Otherwise, the import will fail.
When creating your file to import, it must be a CSV, XLSX, or XLS file.
Each line row represents a record.
All import files are limited to 10k rows per import.
The first row should be the field names (labels for each field in the file) to make importing easier
I.e. The first row in a column of email addresses should be "email address".
For member imports, the only required fields are email and firstname, though using the externalid field allows you to use any specific identifiers that may be tied to that member elsewhere, such as in your CRM.
For referral imports, the referral must be associated with a member.
The best way to do this is setting the memberreferralcode field with the referral code or the memberid from our system.
Next, you can use a member's "email" to find a match memberexternalid. The referral will only be added if it finds one associating member.
If you want to add custom data, use the customtext1name (i.e., Favorite Food) and customtext1value (i.e., Ice Cream) fields.
FAQ
Can you delete large quantities of members with a CSV?
This is not recommended. It's much easier to use our Member List filters to bulk select and delete members (you can delete up to 100 members at a time).
Is there a way to import new members and update their past referral count at the same time?
You’ll need to import the new Members first, and then import the Referrals linked to those Members:
1. Use the Bulk Import feature to add new members to your program.
2. After importing the members, import their past referrals using the Bulk Import feature for referrals.
3. Associate each referral with the member who sent them via the member's referral code or member ID.
List each referral as a separate record in the CSV.
For example, if a member has 3 past referrals, you’ll need 3 referral rows in the CSV, all linked to that member.
If you want a newly imported member to have a certain number of past referrals counted towards a tiered reward, but don't need exact names of referrals:
1. Import the members.
2. Add Referrals with unique identification (i.e. email address), either manually or in bulk, and link them to the relevant member.
Adding only a number of Referrals is not a feature that is currently available.