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How do I add or update multiple members at once?

Go to Members, then Import CSV to add multiple members at once.

Required columns, with exact case-sensitive header names:

    Column headerFormat or notes
  unique_identifierEmployee email address or employee number
  first_nameGiven name
  last_nameFamily name
  date_of_birthYYYY-MM-DD format; optional if using an email address as the UID
  provinceFor example, CA-QC, CA-ON, CA-BC, or CA-AB

After selecting the file, click Preview. Errors are flagged row by row before anything is imported. Then set the activation date and click Continue.

UTF-8 encoding required

Save the CSV in UTF-8 encoding or accented characters may not display correctly.

  • Google Sheets: File > Download > Comma-separated values (.csv)
  • Excel: Save As > CSV UTF-8 (Comma delimited)
  • Numbers: File > Export To > CSV > Unicode (UTF-8)

 

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