Site admins can quickly and easily upload contact data into their MemberHub sites through the People Importer. Once you upload your contact records, MemberHub will create profile records in the Admin Console. Then, you can place them into hubs for communication.
IMPORTANT: The system will send your import results to the email address you’ve used to log in to MemberHub, so be sure you can access the email address.
To start a people/contact import:
- Click the Admin Console button in the upper right.
- Select the People tab.
- Click the Import People button in the sidebar.
- Read the instructions and click Download Template button.
- Complete the downloaded CSV file with contact data.
- Upload the completed file and click Run Import button.
It’s important to read and understand the instructions listed under Step 1, of the downloaded template, before you complete your spreadsheet. You must adhere to certain data formats. In particular, you can’t add any additional columns with data in the spreadsheet.
Results will be emailed
Once the import has completed, the results will be emailed to the person who runs the import. If there are any errors in the import before the import starts, you may see an error message with instructions.
If there are any rows with erroneous or invalid data, the import will skip those rows and try to run to completion.
The People Importer is intended to be a simple and quick import. Therefore, it limits the data fields to First Name, Last Name, Email, and Mobile Phone. To import more comprehensive data, you can work with MemberHub to include family information, custom fields, and even place people into your hubs. Custom people imports (and more!) are available to units on the PTA Premium plan. Click here to see all upgrade options and features.