To get your existing membership inside of Memberflow you would with your Memberflow account rep to do the following:
- Export your list from your existing CRM or list management software.
- Move the columns to match the attached MemberFlowImportTemplate.xlsx template.
- Things to take note of:
- Every member MUST have an email address to have a user created for them on their account so they can login to the member area.
- Every member MUST have a separate user email address. Memberflow uses email address as a unique identifier in the system.
- Anyone that is a Member, Business Associate, or Guest will/can have a user on file. Contacts do NOT.
- Send the file to your Memberflow account representative.
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