Import Annual Members

while most filmbot customers only need to import annual members into our system once when they're switching from a different membership platform, there may be other situations where you might need to import additional annual members you would do this via the annual member import spreadsheet annual member import template the annual member import template allows you to take memberships created and paid for outside of filmbot and import them into our system if your organization does not yet have an annual member import template link, please contact filmbot support and we'd be happy to provide you with one fill out the annual membership with the following fields for each member field name required? field description import id required a unique code for each imported member if you don't already have unique codes for each member, this can simply be 1, 2, 3, etc the code can contain letters or spaces, the only requirement is that each import id be unique membership plan required the slug for the filmbot membership plan this member is being imported into this can be obtained via memberships > plans > quick edit expiration date optional date that this membership should expire any standard human readable date format should work if left blank, the membership will expire 1 year from the import date membership will expire at 11 59 pm on that date tickets used optional number of tickets the member had redeemed using their membership, prior to the import defaults to 0 the number here will be deducted from the number allowed per membership on the membership plan settings member 1 first name required member 1 last name required member 1 email required if the email address is not available, please add a unique placeholder used only for this member (ie, placeholder1, placeholder2, etc ) note the member will need to update this information before they can use their membership discount on your website member 1 birth date optional any standard human readable date format should work member 2 first name conditional required for dual memberships, or if member 2 last name or member 2 email are filled out member 2 last name conditional required for dual memberships, or if member 2 first name or member 2 email are filled out member 2 email conditional required for dual memberships, or if member 2 first name or last name are filled out if the email address is not available, please add a unique placeholder (ie, placeholder1, placeholder2, etc ) member 2 birth date optional any standard human readable date format should work mailing address line 1 required mailing address line 2 optional mailing city required mailing state required please use the state abbreviation, such as ca, il, or ny mailing postal code required mailing country required the country of the member's address please use us for customers in the united states or the appropriate two letter abbreviation (such as ca, uk or au) for other countries phone optional skip email optional put any value here, such as an "x", to skip sending the membership confirmation email when this membership is imported this can be useful if you'd like to personally communicate the member's new member code to them performing the import if you are a new customer, filmbot will perform the initial import as part of your onboarding in addition, please contact us if you have more than 200 members to import however, if you are an existing customer with fewer than 200 members to import, you can do the following go to tools > import click on "run importer" under google sheets annual memberships add the url for your annual member import template and click continue click continue if there are no errors, click on start import if there are errors that need to be addresses, either correct them if possible, or contact filmbot support with questions please make sure the permissions on the google sheet are set to either general access > "anyone with the link" > viewer people with access > filmbot import\@filmbot import iam gserviceaccount com > viewer (this option is more secure) faqs do i need to delete any previous imported members from the spreadsheet? no as long as each imported member has a unique member id compared with previously imported members, you can either leave previously imported members in the spreadsheet (they will be ignored), or you can remove previously imported members we find that it is generally easier to leave previously imported members in the spreadsheet so long as there are not an especially large number of members in the spreadsheet can i update existing members via the spreadsheet? no, while the importer can create new memberships, it can't modify any existing memberships