> ## Documentation Index
> Fetch the complete documentation index at: https://memberful.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Import members via CSV

> Import members into Memberful from a CSV file. Assign plans, set renewal dates, and choose billing behavior so each row becomes the right kind of subscription.

export const ContactSupport = ({label = "Contact us to get set up →", fallbackEmail = "info@memberful.com", className = ""}) => {
  const handleClick = e => {
    e.preventDefault();
    if (typeof window !== 'undefined' && window.Intercom) {
      try {
        window.Intercom('showNewMessage');
        return;
      } catch (error) {
        console.warn('Intercom failed to open:', error);
      }
    }
    window.location.href = `mailto:${fallbackEmail}`;
  };
  return <a href={`mailto:${fallbackEmail}`} onClick={handleClick} className={className}>
      {label}
    </a>;
};

export const RelatedDocs = ({link1, link2, link3, link4, link5, link6, link7, link8, link9, link10, className = ""}) => {
  const links = [link1, link2, link3, link4, link5, link6, link7, link8, link9, link10].filter(Boolean);
  if (!links.length) return null;
  return <section className={`related-docs border dark:border-gray-700 rounded-2xl px-6 py-4 mt-6 ${className}`}>
      <p className="mb-2 font-medium">
        <strong>Related help docs:</strong>
      </p>
      <ul className="space-y-1 mb-1 mt-1">
        {links.map((link, index) => <li key={index}>
            <a href={link.url}>{link.label}</a>
          </li>)}
      </ul>
    </section>;
};

You can import members into Memberful using a CSV file, including their personal details, subscriptions, and renewal settings. This is useful when migrating from another platform or bulk-adding members.

In this help article, we'll show you how to prepare your CSV file, upload it, and understand the available fields for importing members.

## Populate our sample CSV file with your member data

1. Go to the Members tab.
2. Click *Actions → Import members.*
   <Frame>
     <img src="https://mintcdn.com/memberful/FPMo6XH7X5zdQ0pZ/images/import-members/import-members-via-csv/actions-import-members.png?fit=max&auto=format&n=FPMo6XH7X5zdQ0pZ&q=85&s=1b86fad597d533a0b24ec41e97f7bc71" alt="Click the Import members link" width="1440" height="405" data-path="images/import-members/import-members-via-csv/actions-import-members.png" />
   </Frame>
3. Download our sample import file.
   <Frame>
     <img src="https://mintcdn.com/memberful/kPJAB9aIOraP9OEM/images/import-members/import-members-via-csv/import-members.png?fit=max&auto=format&n=kPJAB9aIOraP9OEM&q=85&s=21cb9387c7bdb3f3f4fe8c5eda18fa9d" alt="Click the Import members link" width="1440" height="1189" data-path="images/import-members/import-members-via-csv/import-members.png" />
   </Frame>
4. Import it into Google Sheets to avoid issues with special characters. (Excel generates these special characters, so we recommend importing and exporting the CSV via Google Sheets.)
   <Callout icon="triangle-alert" color="#FFE044">
     Make sure you keep the column headers in the first row of the sample CSV intact. If you change the column headers, your CSV import might not work.
   </Callout>
5. The Import Members page also includes a downloadable price reference file with all plans and prices, along with their shortcode IDs. You can use this file to copy the correct values when preparing your CSV.

<Frame>
  <img src="https://mintcdn.com/memberful/kPJAB9aIOraP9OEM/images/import-members/import-members-via-csv/price-reference-sheet.png?fit=max&auto=format&n=kPJAB9aIOraP9OEM&q=85&s=20a8cda98725e5039de6683ab34cdc74" alt="Download the price reference file" width="1440" height="1189" data-path="images/import-members/import-members-via-csv/price-reference-sheet.png" />
</Frame>

6. Export member data from your current membership system (if applicable) and format it in the Memberful import file. [Refer to the list of fields below.](#details-on-csv-import-fields)

### Importing group members

You can't import members directly into a group subscription via CSV. Instead:

* Import the group manager into a plan
* Then add members using one of the following methods:
  * Share their [unique invite link](https://memberful.com/docs/member-interface/subscription/manage-group-subscriptions#managing-a-group-subscription-for-group-managers)
  * Import members without a plan and then [add them to the group from your dashboard](https://memberful.com/docs/member-management/group-management/add-or-remove-group-members)

## Upload your CSV file

On the Import Members page:

* Click **Choose File** and select your CSV
* Click **Import Members** to upload it

We recommend testing with one or two members first to confirm everything imports correctly.

If the import fails:

* Check that your column headers match the sample file exactly
* Confirm required fields are filled in correctly

## Avoid duplicate records in your CSV

Each member's personal details should appear only once per subscription.

* Multiple rows with the same member and the same subscription will create duplicate subscriptions
* Use separate rows only when assigning different subscriptions

## Subscribe a member to multiple plans

To subscribe a member to multiple plans:

* Add multiple rows for that member
* Use a different subscription and price in each row

## Use price shortcode IDs for subscriptions

Subscriptions are assigned using price shortcode IDs instead of plan names.

A shortcode ID looks like: `42-pro-membership-10-monthly`

* The number at the beginning uniquely identifies the price
* The rest of the text is for readability only

You can find the shortcode ID in the **Links** modal for each plan.

<Callout icon="info" color="#22E273">
  Using shortcode IDs ensures imports remain accurate even if plan names change.
</Callout>

## Details on CSV import fields

Here's a reference list of the columns in the sample CSV file.

| Field Name                              | Description                                                                                                                                        | Required  | Default |
| --------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | --------- | ------- |
| **First name**                          | Member's first name.                                                                                                                               | ✅         | –       |
| **Last name**                           | Member's last name.                                                                                                                                | ❌         | –       |
| **Email**                               | Member's email address.                                                                                                                            | ✅         | –       |
| **All access pass**                     | Grant access to all plans and downloads. Enter Yes or No.                                                                                          | ❌         | No      |
| **Address**                             | Member's street address, line 1.                                                                                                                   | ❌         | –       |
| **Address Line 2**                      | Member's street address, line 2, if applicable.                                                                                                    | ❌         | –       |
| **City**                                | Member's city.                                                                                                                                     | ❌         | –       |
| **Postal code**                         | Member's ZIP or postal code.                                                                                                                       | ❌         | –       |
| **State**                               | Two-letter state or province code.                                                                                                                 | ❌         | –       |
| **Country**                             | Two-letter country code in ISO 3166 Alpha-2 format.                                                                                                | ❌         | –       |
| **Phone number**                        | Member's phone number.                                                                                                                             | ❌         | –       |
| **subscription\_price\_id**             | Shortcode ID of the price to subscribe the member to.                                                                                              | ❌         | –       |
| **subscription\_expiration\_date**      | Expiration or renewal date. Required if a subscription is set.                                                                                     | ⚠️ If set | –       |
| **subscription\_automatically\_renews** | Determines whether the subscription renews automatically. Enter Yes or No.                                                                         | ❌         | Yes     |
| **Trialling**                           | Determines whether the member starts on a trial. Applies only if the subscription supports trials. Uses the expiration date as the trial end date. | ❌         | No      |
| **Stripe Customer ID**                  | Associates the member with an existing Stripe customer.                                                                                            | ❌         | –       |
| **Custom field value**                  | Populates custom fields created in Memberful. The downloadable sample file includes your custom fields.                                            | ❌         | –       |
| **Coupon code**                         | Applies a valid coupon code at the next renewal.                                                                                                   | ❌         | –       |

<Callout icon="info" color="#FFFFFF">
  **Legend:**

  * ✅ Required
  * ❌ Optional
  * ⚠️ Conditionally required
</Callout>

<RelatedDocs
  link1={{
url: "https://memberful.com/docs/overview/import-members/using-stripe-subscriptions",
label: "Import members via Stripe",
}}
  link2={{
url: "https://memberful.com/docs/member-management/subscription-management/move-all-members-of-a-plan#move-all-members-of-a-plan",
label: "Move members between plans",
}}
  link3={{
url: "https://memberful.com/docs/member-management/group-management/add-or-remove-group-members",
label: "Manage group members",
}}
  link4={{
url: "https://memberful.com/docs/plans/individual-plans/create-a-plan",
label: "Create a plan",
}}
/>
