Importing members from a CSV

When you have a lot of members to add, you can import them all at once from a CSV instead of entering them one by one. This works when adding members to a team (as an organisation or a team owner).

Where to import

Open the member management area for your team and choose Import members from CSV. You can either upload a .csv file or paste your list straight into the box.

The format

Put one member per line, in one of two forms:

name
name,email

• Email is optional. A line with just a name is fine. Members without an email can still be added, which helps for younger participants.
• A header row is optional. A first line of name,email is skipped automatically. If you include a header, use that exact form. A first line of just name is treated as a member, not a header.
• Blank lines are ignored.
• Emails are saved in lowercase.

Example

name,email
Ava Thompson,[email protected]
Liam Chen,[email protected]
Mia Patel

That imports three members. Mia has no email, which is fine.

What gets checked

Before anything is added, each row is checked:

• A name is required. A row with no name is reported as an error.
• Emails must be valid. A malformed email is reported so you can fix it.
• No duplicates within the file. If the same email or the same name appears twice, the later row is flagged. Fix or remove it and import again.
• People already in the team are skipped. If a row matches someone already on the team, by email or by name, they are not added again.

Rows with a problem are listed so you can correct them. The valid rows can still be imported.

After importing

• Members with an email receive a welcome email with a magic link, unless that email already has a Raised account. Clicking the link opens their dashboard, where they can set a goal and share their page.
• Members without an email are added and their orders are tracked, but they do not receive emails and cannot log in to a dashboard.
• If "Member joining requires accepting" is on, members you add yourself are active straight away. Approval only applies to people who sign up through a join link.

Tips

• Export your class list or team roster to CSV from a spreadsheet, then trim it to a name column and an email column.
• Double-check emails before importing. A wrong address means that member cannot log in.