How to add members to your membership list

On this page:

How to add members to your membership list 

• How to import your membership list
  • Uploading Members From CSV File (Excel Spreadsheet) 
• How to add an individual member

How to import your membership list

1. Click Members on the top panel.
2. You will be taken to the Members Page where you can view, search and manage current members.
   
   

Uploading Members From CSV File (Excel Spreadsheet)

To convert a different file format in Excel, simply select Save As, and choose the file format .CSV. You can then use the file to upload your membership list into OneFeather.

• On the Members Page, click the Actions button and select Import members from CSV.

In order for your import to work, your CSV file must include the following column labels and formats specified below:

• • First name(s) (all given names)
  • Last name (family name)
  • Email
  • Birthday - Required format eg: January 1, 1971 (Month, 1, 2000)
  • Registration id (status number or membership number)
  • Membership type - can be one of the following: standard, non voter, transferring, or other

Example:

1. Follow the instructions on the page, and click Choose File to upload your CSV.
   
   
   
   
2. Then click, Create CSV Upload.
   If your file has difficulty uploading, please check the date format of your CSV. You may need to change it to: month, day, year.
3. Map column labels - make sure the column labels in your CSV match the OneFeather labels.
   Example:
   
   
   
4. Once everything is mapped correctly, click Continue.
5. Finally, you need to review a small preview of your upload to ensure there are no errors.
   
   
   
6. If the information has errors, click the Back link and make any necessary changes.
7. If the information is correct, click Confirm.
8. When the upload is complete, you will be brought to an report page overviewing your import details.
   
   

How to add an individual member

If you only need to add a single member and not a group of members:

• Starting from the Members page.
• Click the Add new member button.
  
  
  
  
• Fill in all required member details.
  Note: if this member is non-voting, please indicate in the drop-down menu under Member Type.

• Click Create Membership to complete.

• You will be redirected to your new member's completed profile.