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Import Members and Guests

Accessible from the Dashboard -> Administration -> Members & Guests

The import members and guest feature allows you to bulk add or bulk edit members and guests in the organization.

  • Supported file formats are Text or CSV.
  • The import file must contain a header line of: FirstName, LastName, EmailAddress, MaySetAvatar, Licensed, Type, Administrator
  • Only “Yes” or “No” values are allowed for the fields “MaySetAvatar”, “Licensed”, and “Administrator”.
  • Only “Member” or “Guest” values are allowed for the field “Type”.

The import file will add new members and guests if the email address does not exist; otherwise, it will edit the member or guest matching the email address.

Note: In case the import file doesn’t meet the specifications, it will provide a detailed outline of the specific issues encountered.

Board role scope

Applies To: Administrators

Plan Availability: Free*, Standard, Premium