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, orNY
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 > [email protected] > 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.

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, orNY
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.

Memberships Reporting

Link Membership Plans Across Domains

Import Annual Members

Annual Member Import Template

Performing the Import

﻿FAQs﻿

Do I need to delete any previous imported members from the spreadsheet?

Can I update existing members via the spreadsheet?

FAQs