Importing a member list
You import members from a CSV or Excel file under Members → Import. Membly matches the columns automatically against your association's member fields, and you preview everything before anything is saved.
What to do
Download the template under Members → Import.
The template follows exactly the member fields your association has enabled — name and email always, the rest according to Settings → Member fields.
Fill in the file, or export from your old system.
Guardians go in the Guardian 1/2 columns on the child's row — never as rows of their own. Dates of birth are written YYYY-MM-DD or as a 4-digit year.
Upload the file and check the preview.
You can edit rows inline, and a column matching a disabled field offers "Enable field" instead of being skipped silently.
Confirm — and download the result ledger.
The result shows exactly what happened to every row (Added, Reactivated, Already a member, Duplicate, Failed) and can be saved as a CSV.
Large lists
Max 500 valid rows per file, and at most 250 new email addresses per file (a file with more new addresses is rejected before anything is imported) — split a large list into files of 200–250 rows and import one at a time. Leave "Send welcome emails" off during the import, and send the welcomes in bulk afterwards: the Invited tab → "Send to all not joined". Sends go out in batches of at most 250 emails per click — for a larger list, click again until everyone has received theirs. Anyone who already joined is skipped and nothing is sent twice.
Guardian invitations follow the same switch: with welcome emails off, the invitations are created without any emails going out. Then send them all at once with "Send pending invitations" in the guardian panel at the top of the member list — recently sent ones are skipped, so pressing again is safe. You can also send individually from the child's profile.
Safe to re-run
It is always safe to run the same file again: active members are skipped, previously removed members are reactivated rather than duplicated, and missing guardian links from the file are added (existing guardians are never changed or removed). To correct details on existing members with a fixed file, switch on "Update existing members" on the review step — membership type, roles and groups are never changed by an update.