Before you import a file of contacts to EventX - My Member, review the format of each column in your file. During the import process, you'll match each column in your file to a column in your My Member list, which we call a column field. Certain column fields, like email address or phone number, require a specific format in your import file.
In this article, you'll learn how to format each column in your file to get the best results when you import.
Before You Start
The fields that My Member require are Name & Email Address OR Name & Phone Number. Any other fields you want to include are useful for data analysis, but optional.
You can arrange the columns in your file in any order.
Clearly label each column in your import file so you can easily choose the field type during the import process. For example, if you have a column named “Contact Email Addresses,” you’ll know to choose the email address field type.
If you’ve already started an import, learn how to review and edit your list fields or troubleshoot your import.
Your import file should include a column for email address, and you can import two email (personal email & work email) for each member at once.
Before you import, double-check this column to make sure that extra spaces don't appear before or after your email addresses. If your member’s email addresses contain international symbols like ñ or é, keep in mind that we can only support addresses with international characters after the @ symbol.
Also, please make sure each cell of this column only contains 1 email address.
Your import file must include a column for Name. Both first name, last name and full name are regarded as Name Field.
Format H.K. phone numbers without dashes. Avoid spaces, parentheses, and dots. Add country code before the phone numbers so that you can send SMS to your member.
If you did not add country code in phone fields, our system provides an option to help you add a single country code to all phone numbers in this batch of import.
International numbers also fit this format. If you have international members, choose the phone number option when you create a phone number field in your list settings.
Also, please make sure each cell of this column only contains 1 phone number.
To import dates, use either of these two formats.
YYYY-MM-DD (ISO Standard)
In the examples, MM is month, DD is the day, and YYYY is a four-digit year. EventX will attempt to convert the date field to match your account's default date format. For best results, we recommend that you use the ISO standard format, YYYY-MM-DD.
EventX only supports Birth Date, Membership Start Date, and Membership Expiry Date at this moment. If you want to import other date fields, you can choose a new custom field. But the value are not saved in date format.
Member ID is a unique string to identify member. Users can import a set of alphanumeric characters (1-9, a-z, A-Z). If a user does not import an ID for members, an ID will be automatically generated for members.
To salutation, use either of these five default values.
EventXtra does not support other values of salutation at this moment. If you import values other than the above, the field values will become empty.
To import dates, use either of these two values.
Eventxtra does not support other values of gender at this moment. If you import values other than the above, the field values will become empty.
To import membership types, it is suggested that you go to the Setting page and configure all kinds of membership types beforehand. When you import the CSV file, please make sure the values are consistent to the membership type you configured in our system.
To import approval status, it is suggested that you go to the Setting page and configure all default values of approval status beforehand. When you import the CSV file, please make sure the values are consistent to the values you configured in our system.
To import other column fields, you can select “New Custom Field” and enter the title of the field. EventX only supports text type for custom field type at this moment.