Importing Members

Please read first

Importing

  1. click the Browse button and select your file.
    Figure 1:
  2. Click the Process upload button that appears once you have loaded the file.
    The detail you see now will depend on how well completed the spread sheet is. In figure 2 below, you will see there are errors. The rows with errors will be highlighted and to find the problem with a particular row, hover your mouse over the edit button and a small tooltip will appear after a few seconds telling you the problem with that row - in our case the srteet is not listed in the database. You have the oportunity to edit or delete the row - note that this does not affect the contents of the original spread sheet.
    Figure 2:

  3. If you need to edit a particular row, just click the edit button and scroll up the page and you will see the contents of that row are presented and available to edit- figure 3. click Update or Cancel when done.
    Figure 3:

  4. Once any errors have been resolved you will see the following screen;
    Figure 4:

    You now have the ability to import your members by clicking the Import Streets button. If you wish to make all members a patroller as they are imported, select the Make all members patrollers when adding check box before clicking the import button.

  5. Depending on how many members you have, the process of importing may take a while so please be patient. At the end of the process you will be presented with a list the imported members and whether or not they were notified by email.
    Figure 5:

  6. Finally, visit the Member Administration page to ensure that all the members were in fact imported correctly.

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