Populate our sample CSV file with your member data
- Go to the Members tab.
- Click Actions → Import members.
- Download our sample import file.
- 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.)
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.
- 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.
- 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.
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
- Import members without a plan and then add them to the group from your dashboard
Upload your CSV file
On the Import Members page:- Click Choose File and select your CSV
- Click Import Members to upload it
- 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
Using shortcode IDs ensures imports remain accurate even if plan names change.
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 | ❌ | – |
| Member’s email address | ✅ | – | |
| All access pass | Yes/No. Grants access to all plans and downloads | ❌ | 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 | ZIP or postal code | ❌ | – |
| State | Two-letter state or province code | ❌ | – |
| Country | Country code in ISO3166 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 | Yes/No. Whether the subscription renews automatically | ❌ | Yes |
| Trialling | Yes/No. Applies only if the subscription supports trials. Uses expiration date as trial end | ❌ | No |
| Stripe Customer ID | Associate an existing Stripe customer | ❌ | – |
| Custom field value | Populate legacy custom fields created before July 2021 | ❌ | – |
| Coupon code | Apply a valid coupon code at the next renewal | ❌ | – |
Legend:
- ✅ Required
- ❌ Optional
- ⚠️ Conditionally required