In addition to your individual members, you can keep the records of your organizational members (companies/families) in your Raklet account.
These organizational members can be your sponsors, your members as a whole company, etc. You can also import your submembers.
If you arrange your existing 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 company members:
Data Import Template
Let’s start by importing our company members. You can see the data import template for corporate members below. Parent Membership ID is important here for importing submembers at the second stage. The type column is important to indicate that they are company members.
Import Company Members First
After you design your data according to our company members' Excel sheet, you can easily import it. Go to Contacts, and 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 Parent Membership ID column. And add the Membership Type column as Company.
Don’t forget to select other columns such as name, surname, and e-mail address.
Organize SubMembers
After completing this step, we need to add the submembers. 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 Parent Membership ID column as Company Member No this time. And the Member No of your submembers as Member No. Don’t forget to select the Membership Type column as SubMember as well.
After having completed this two stage, you can easily filter your company and submembers in the Contacts section.
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