Bulk import members and referrals based on your business needs and workflows.
Click "Actions" > "Bulk Import" (top right corner)
Importing Members
Importing members is an easy way to add and update individuals in your referral program en masse.
Import New Members
From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Import New" (under Members)
Choose the program you want to register your members to.
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 email campaigns, and easily identify members from a given import.
Once you've selected your program and named your list, click Next.
Note the CSV guidelines listed and import your file.
On the following pages of the import modal, you can preview your new member records and view any validation errors.
Once you are happy with your import preview, click Import to add your new members.
On the next screen you will see the status of your import.
By default, importing new members will not trigger a Welcome 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 (i.e. the delayed Welcome reminder email, referral status update emails, and Monthly Summary emails).
Update Existing Members
From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Update Existing" (under Members)
Note the CSV guidelines listed and import your file.
On the following pages of the import modal, you can preview your member records and view any validation errors.
Once you are happy with your import preview, click Import to update your members.
On the next screen you will see the status of your import.
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"
Importing Referrals
Referral 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
From your admin dashboard, navigate to "Actions" > "Bulk Import" > "Import New" (under Referral)
Note the CSV guidelines listed and import your file.
Select the referral status that should be applied to all of the imported referrals (select ‘Take from CSV File’ if you have multiple records with different status values)
On the following pages of the import modal, you can preview your referral records and view any validation errors.
Once you are happy with your import preview, click Import to add your new referrals.
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)
Note the CSV guidelines listed and import your file.
Reference the Example Referral Update import CSV.
Select the referral status that should be applied to all of the updated referrals
You can also choose ‘Take from CSV File’ if you have multiple records with different status values.
On the following pages of the import modal, you can preview your referral records and view any validation errors.
Once you are happy with your import preview, click Import to update your referrals.
On the next screen you will see the status of your import.
See the Import Update Existing Member Video above for additional tips
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"
CSV Guidelines
Note: Any unused columns or rows must be deleted. Otherwise, the import will fail.
When creating your file to import, it must have be a CSV or Microsoft Excel file.
Each line row represents a record.
All import files are limited to 10k rows per import.
The first row should be 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.