title: “Members import CSV” description: “Template with mandatory and optional columns to import members into the CRM.” last_reviewed: “2026-05-03”
Members import CSV
CSV template with the exact columns accepted by the CRM members import.
| Version | Date | SHA-256 hash |
|---|---|---|
| v1.2 | 2026-05-03 | a3f9…b1c4 (12 KB) |
Columns
- Required: first_name, last_name, and at least one of email or phone_e164.
- Recommended: birthdate (YYYY-MM-DD), gender, address_line1, city, country.
- Optional: tags (|-separated), campus_slug, status.
Format
- Encoding UTF-8 with BOM (Excel on Windows respects it).
- Separator comma (,).
- Line endings LF or CRLF (both valid).
- Phones in E.164 format (+15555550199).
- Dates in ISO 8601 (YYYY-MM-DD).
Download
Related recipe
Last updated on