In addition to your individual members, you can keep the records of your corporate members in your Raklet account. These corporate members can be your sponsors, your members as a whole company, etc. You can import your corporate sub-members as well to see who is responsible for each corporate member.
If you arrange your existent data according to the proper Excel format, you can easily import your contacts in two-stages.
Here is a short video on how to import corporate members and sub members:
Let’s start by importing our corporate members. You can see the data import template for corporate members below. CorporateMemberNo is important here for importing corporate sub-members at the second stage. Type column is important to indicate that they are corporate members.
After you design your data according to our corporate members excel sheet, you can easily import it. Go to Contacts, click the Import Contacts button.
Copy-paste your Excel sheet of your corporate members and then name the related columns. Choose Member No for your Corporate Member No column. And define the Type column as Type.
Don’t forget to select other columns such as name, surname, and e-mail address.
After completing this step, we need to add the corporate sub-members. We need another excel sheet completed properly. You can see the template below.
Repeat the steps above to import your new list. Copy-paste your list but while selecting the columns, select your Corporate MemberNo column as Corporate MemberNo this time. And Member No of your sub-members as Member no. Don’t forget to select the Type column as Type as well.
After having completed this two-stage, you can easily filter your corporate and sub-members in the Contacts section.