Import your members

To get ready for the import, first create your Memberful plans. Then prepare your site by installing our WordPress plugin (optional) and adding Memberful purchase and sign in links. We recommend using a staging or local environment if you don't want to make live changes.

Prepare your import file

A few different scenarios to consider when preparing your import file:

Now download the Sample CSV file by visiting the Members tab in your Memberful dashboard and clicking the Import Members button. You'll see a link to download a sample CSV at the bottom.

Click the Import members link

Schedule the import

We automatically purge all members and orders from your account when you connect to Stripe and exit test payment mode, so you’ll need to connect to Stripe before making the final import.

  1. Connect your Memberful account to Stripe.
  2. Schedule a date and time for the import.

If we’re performing the import for you, please give us at least 5 business days notice and tell us how to map the existing Stripe Subscriptions to your newly created Memberful plans.

Go live with Memberful!

  1. Disable your old membership system completely.
  2. Enable Memberful and push live any necessary design changes.
  3. Make a final export from your old system and import your members using the import tool (see below). If you’re already using Stripe Subscriptions, we will perform the import for you.

Using the import tool

Go to the Members tab in your Memberful dashboard and click Import Members. Upload your properly formatted CSV and the members will be imported. The only required fields are First name, Last name, and Email. If you don't want to include a field, leave it empty.

Wondering how to add a member with multiple plans? Simply re-import the same member again with a different plan.

Important note about CSV formatting: The import tool will not work if there are special characters in the CSV file. Microsoft Excel generates these special characters. For that reason, we recommend importing and re-exporting the CSV via Google Sheets.

Tell your members about change

After the import is complete you'll want to send an email to your members letting them know about the new system and include a link to reset their password and sign in. If you couldn't import their credit cards, you should also ask them to add a credit card.

Link to reset password and sign in https://YOURSITE.memberful.com/auth/password/new

Members should reset their password

Link to add credit card https://YOURSITE.memberful.com/account/credit_card/edit

Members can add a credit card

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