Import members from a CSV

Use this when your club already keeps its members somewhere else, such as Member Jungle, and you want them in Stagewerk. Only the club's owner can import. Nobody is emailed during an import.

Before you start

1. Export your members from Member Jungle (or your spreadsheet) as a CSV file. Save it as "CSV UTF-8" if your program offers that choice. Comma or semicolon separated are both fine.
2. Keep it under 2 MB and 5000 rows. Split a larger list and import the parts one after the other.
3. Each row needs a first name, a last name, an expiry date, and either a member number or an email address. The member number or email is how Stagewerk knows who a row is on a later import.

Step 1: check the file

1. Open Members and choose "Import members from a CSV".
2. Under "Check a file", choose your CSV. Nothing is saved yet, and the file itself is not kept.
3. Under "Which column holds what?", check each field. Stagewerk guesses from the column names and remembers the choices you used last time. Change any that are wrong. First name, last name and expiry date are required.
4. If your file has a membership type column, choose what each type in it should become. You can pick one of your existing types, or create a new one. A new type is switched off and has no price until you set one in membership types, so nobody can join it by accident.
5. Read the counts: how many rows would be created, updated or skipped. Rows that would be skipped are listed with the reason, such as a date that is not a date, an email that is not valid, or a status of cancelled or resigned. Fix the file and choose it again, or go ahead and leave those rows out.

Step 2: import

Choose "Import". The import runs in the background. When it finishes, the summary under "Earlier imports" shows how many members were created, updated, unchanged and skipped, with the skipped rows and their reasons.

What happens to each person

• A person who already has a Stagewerk account with a verified email address becomes a member straight away, with the member number from your old list where it is free.
• A person without an account is kept as an imported record. When someone registers and verifies that same email address, they become a member of your club automatically. Until then they do not get the member price.
• Importing the same file again does not add anyone twice. Rows are matched on the member number first, then the email address, and anyone whose details changed is updated. A blank cell does not erase a phone number or address that is already stored.

Good to know

• Dates can be day/month/year, like 30/06/2027, or year-month-day, like 2027-06-30. If there is no start date, the term is taken as the twelve months ending on the expiry date.
• A status of pending, unpaid or awaiting leaves the membership unconfirmed until the first payment, like a new joiner.
• Phone numbers, addresses and dates of birth are stored encrypted, and they are deleted if the member erases their account.