Customer Success Portal

            Import Club Members

            Import club members into truvi using the club import memberships option.
            Please Note: If you are importing your club members for the first time, you will need to set up your payment gateway integration first, so that credit card information can be synced.

            Prior to importing, please review the task overview below:

            In the mailchimp settings ensure the double opt in setting is disabled

            Each club along with their club options should be set up in advance of importing club members to associate the member to the club.

            To create your clubs, see club creation article here.
            Each club must be imported independently, for example, one file for each club member import.
            The club import template can be accessed from the club import membership page in truvi. 

            • Select Club from the left menu
            • Select Import Memberships

            • Select the Club and Club Option from the drop down
            • Click Choose File to select the CSV file for uploading
            • Click Upload File

            Updated: 12 Aug 2019 02:11 AM
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