Import Members

A wizard for bulk-importing member CIFs from a spreadsheet, used during migration from a legacy system or onboarding a large group at once. It maps columns to member fields, validates the data and creates member records, saving manual capture for hundreds of members.

Workflow

Go to Tools then Import Members
Download or prepare the import template
Upload the populated spreadsheet
Map columns to member fields and validate
Run the import and review the created records and any errors

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Default Branch `branch_id`	Link → mfi.branch	Yes	Default Branch
Default Category `category_id`	Link → mfi.member.category	Yes	Default Category
Status After Import `state_after_import`	Choice: Draft, Pending Approval, Active	Yes	Status After Import
File Name `file_name`	Text	—	File Name
Skip Duplicates `skip_duplicates`	Yes/No	—	Skip Duplicates
Send Welcome SMS `send_welcome_sms`	Yes/No	—	Send Welcome SMS
Import Result `import_result`	Long text	—	Import Result
Successful `success_count`	Number	—	Successful
Errors `error_count`	Number	—	Errors
Skipped `skip_count`	Number	—	Skipped
State `state`	Choice: Upload, Preview, Done	—	State
Preview `preview_lines`	Long text	—	Preview
Validation Errors `preview_errors`	Long text	—	Validation Errors

Actions & buttons

Buttons available on this screen and what they do:

Download Template
Preview Import
Confirm Import

Status lifecycle

Records on this screen move through these statuses:

Upload → Preview → Done

Notes & rules

Wizard model mfi.member.import.wizard
Bulk creates mfi.member records
Column mapping and validation
Used for migration / mass onboarding

Technical model: mfi.member.import.wizard · Record: Member Import Wizard