Upload and update member and supporter data

Whether you want to upload new membership or supporter data, or update the data held on existing members or supporters, the process is the same. You can even upload and update using a single CSV upload.

[If you want to create a list of existing members, head to this guide to do this using membership numbers, phone numbers or email addresses.]

Prepare your CSV with your member data

Each CSV requires columns for Membership number, First name and Last name. Other data like email or phone number are optional. You can find the column headers for optional data sets in Step 3 of this guide and more information in this guide for supported columns.
You can use the same CSV to add new members and update details for existing members. If there is a member record with the membership number in the CSV it will update the record with the data in the CSV, if there is not a member record with the number a new record will be created.
If you are uploading or updating supporters and not your main membership data, upload this data in a separate CSV.

Upload members or supporters

On the audience tab, select the Upload button on the top right.

Step 1: Check your data

If you have any new members or supporters in your file, select "Uploading new people, and updating existing people"
If you only have existing members or supporters in your file select "Just updating existing people".
Make sure the column headers on your CSV match the column headers shown in optional columns.
Select First name, Last name and Membership number to confirm you have these required columns and click Select your file.

Step 2: Select your CSV

Select your CSV from your device.

Step 3: Review your data

If there is an issue with your data, you will see an error message with information on the issue. You can download a CSV of all the rows with errors to help you identify and resolve the issue with your data.
Select whether you would like to upload the people in your CSV as members or supporters. Members will be added to your core membership list. Supporters are separated from your membership list, so that you can contact them as part of external campaigns or communications.
Select whether you would like to create a list of everyone in this upload. This will allow you to easily make an audience of everyone in the CSV.