Shulspace offers a self-service import for basic member details in our software. We also offer importing invoice, payment history, saved payment methods, and recurring schedules. Reach out to customer support for more details
Importing members:
1. Click "People"
2. Click "Import Members" on the "Actions" dropdown
3. Follow the detailed instructions to ensure a smooth import
4. Download the example file and add or paste your member list to it.\
Make sure to use the header columns exactly as they appear in the example download file.
5. Upload your spreadsheet in CSV format.
6. Choose if you would like the entire list to receive a welcome email
7. Submit your import
8. Hurray!
Errors will be recorded on the screen.
