How to upload a membership file
Premium plan customers can handle membership upload a CSV file as their verification source. Generally, this is a file provided monthly by a national organization or generated from their membership system.
It must be a comma-separated values (CSV) file with no header row and with fields ordered left to right like:
Member Number, Email, First, Last, Expiration Date
The email is optional. Expiration dates must be formatted mm/dd/yyyy and the file must be 4MB or less. Some sample data would look like:
1234,joe@blow.com,Ines,Intermediate,12/31/2011 4232,,Tom,Teacher,8/1/2010 2933,freddy@fast.com,Freddy,Fast,12/31/2009
To Upload:
- Settings → Account Options
- Enable the Membership App
- Under Verify Membership check the box to enable lookups
- Upload your membership file
Once successfully uploaded and processed, for any member that does not pass test #1 above, we will look up against this list for verification. We recommend updating this data monthly to keep it reasonably current with new members.