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How to Bulk Import Your Members to a Membership Plan and Start Their Subscriptions?
How to Bulk Import Your Members to a Membership Plan and Start Their Subscriptions?

You can import your members as a bulk, set a membership plan as well as a subscription for them. Read more to find out how!

Updated over a week ago

Create Your Import List

You can easily bulk-import your members into a subscription plan to start their subscriptions. All you need to do is arrange their subscription information according to this import template. 

  • You can opt to import your contacts with their Raklet ID. In this case, you don’t need to fill in the “member no” column. Just select the Raklet ID or Member No column. 

  • The date format should be "YYYY-MM-DD".

  • It would be ideal that you have the plans created before you make any imports.

  • If you have the plans created, there is no need to choose the plan interval and fee. Once the plan name matches your records on our platform, we can identify the interval and fee accordingly.

  • If you enter the subscription end date, the system will not assign the related membership fee to your members after this date since our platform will cancel their subscription on that specific date. And, members who have a subscription end date will not have any renewal reminders on their profiles.

  • If you leave the subscription end date empty, we will try to renew their subscription and send them automatic email renewals (if this is enabled in the subscription plan).

  • If they don't pay, their subscription will become past due and might be canceled after the grace period defined in your plan details.

For example, if you want your imported members to be included in the Standard Membership plan, all you need to do is organize your members' subscription information as in the template.

Import Contacts

To import your contacts to a subscription plan, copy the data from your Excel sheet and paste it to the "Import Contacts" page. 

What Can You See?

After having uploaded, you can see the start/end dates of all subscriptions and their related membership fees assigned by the system. 

Also, it is possible to see each member's subscription data on his/her profile.

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