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Adding & importing members

There are two ways to put members on your roster yourself: create them one at a time from the Members page, or bring in a whole spreadsheet with the CSV importer. Both need at least one membership tier to exist first — the New member and Import buttons stay disabled until one does.

Add a single member

Section titled “Add a single member”

  1. Click Members, then New member.

  2. In the Create a Member drawer, fill in Name, Email, and optionally Phone.

    The Create a Member drawer with name, email, and phone fields, the membership tier picker, and initial status options

  3. Pick a Membership tier — each option shows its price, filled spots, and waitlist count.

  4. Pick an Initial status: Active, Awaiting payment, or Waitlisted. Free tiers with auto-activate default to active; everything else defaults to awaiting payment.

  5. Leave Send email invitation checked to email the member a welcome message with a link to claim their account, or uncheck it to add them silently.

  6. If you have member custom fields, an optional Additional information section holds them — staff can save an incomplete record.

  7. Click Create Member.

If the chosen tier is full, an alert offers Switch to waitlist — active and awaiting-payment members can’t be added to a full tier.

Import members from a CSV

Section titled “Import members from a CSV”

  1. Click Members, then Import.

  2. Choose the import mode (shown when you have importable custom fields): Add new members or Update fields.

  3. Click Import a CSV file and pick your file. Imports take up to 1,000 rows per file.

    The CSV import page with the mode choice, upload button, template download link, and expected-columns reference

For new members, the CSV needs name and email columns; membership_tier, status, and phone are optional, and anything can be fixed inline after uploading. A Download CSV template link provides a starting file. Custom-field columns map by field key (shown on the Custom fields page), never by label.

Update fields mode edits existing members instead of creating new ones: rows match members by email, each custom-field column is headed by its key, and blank cells leave the member’s current value unchanged — clearing a value isn’t possible through CSV.

Review and fix rows before importing

Section titled “Review and fix rows before importing”

Uploading opens a review table where every core cell is editable inline. Rows with problems — missing names, invalid or duplicate emails, people who are already members — are flagged, and the import button stays disabled until you fix or remove them. Above the table:

  • Show rows with errors filters to just the flagged rows.
  • Send welcome emails controls whether imported members get an email with a link to claim their account, worded for the status they land on. Inactive rows are never emailed. Turn it off to migrate an existing roster silently.
  • A full-tier toggle (Waitlist members whose tier is full, or Leave members pending when their tier is full if your waitlist is disabled) diverts rows aimed at a full tier instead of failing them.

Select rows to use Set tier, Set status, or Delete selected in bulk, then click Import N members (or Update N members).

Track the import

Section titled “Track the import”

The import runs in the background and lands you on a progress page that updates live, with Succeeded, Failed, and — when a tier filled up — Tier was full counts. Rows that couldn’t be imported are listed in an Errors table with the row number, email, and reason; fix them in your file and re-upload. Memberley also emails you when the import finishes.

View past imports on the import page opens a drawer listing recent imports, each linking back to its results page.

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