The Import Wizard will import all of your members, their account information and their appropriate access rights into MemberMouse. Before importing, you may find it helpful to create all of the membership levels and bundles you know you will need in MemberMouse. If you are migrating from an existing membership site, the article Migrate Members from an Existing Membership Site has helpful workflow steps regarding membership level creation and billing transfer.


Note: MemberMouse integrates seamlessly with WordPress' user system. This means that when a MemberMouse member is created, a WordPress user is automatically created as well. At that time, WordPress will send out a Change Password Email to those new users. 

If you attempt to import members with an email address that matches an existing WordPress user, then the import wizard will automatically convert them to MemberMouse members while keeping their original WordPress user account intact.


WARNING (MM 2.2.5 or below): Make sure that the email address(es) you have linked to your administrator account(s) and any additional employee accounts are not present in the import .csv file. If these are included, a member account will be created and admin/employee rights will be revoked. Therefore you won't be able to log into your WordPress admin area with that account anymore. 


How to Use the Import Wizard

  1. In the MemberMouse menu go to Manage Member's and click on the button.
  2. This will take you to the Import Wizard page.

  3. Next, click the button. This will prompt a .csv file download onto your computer titled: mm_import_template.csv

    Note: Download a new .csv file for each membership level and rename the file as the membership level to help stay organized.


  4. Open the file and add a row for each member you want to import. The column headers represent the fields that MemberMouse will recognize when importing your member's information. All columns must be present and in the order they appear in the template in order for the Import Wizard to process the data correctly so make sure not to delete any of the columns or rearrange them.


    If you want to add additional member data not included in one of the column headers, see Custom Fields in the table below and read the Create a Custom Field article.


    Note in MM 2.2.5 and below: If there is a space at the beginning, end or middle of the information provided in the table (especially email addresses, usernames, phone numbers), this will cause errors upon import. Double-check the information in your table and remove all spaces

    Below is a list of all the fields contained in the import template along with a description of acceptable values:



    Username
    optional
    Enter the member's username. If you leave the username field blank, then MemberMouse will automatically assign the email as the username.
    Email
    required
    Enter the member's email address. This field is required and must be unique.
    Phone
    optional
    Enter the member's phone number. Phone numbers require no particular format. Example: 123-123-1234 or 12312312345
    Registration Date
    optional
    Enter the member's registration date. Registration date should be expressed as a date: MM/DD/YYYY (i.e. 1/25/2013). If you choose to leave this field blank, the new member's registration date will be set to today's date.
    Expiration Date
    optional
    Enter the member's expiration date. You only need to pay attention to this field if you're importing members into a Membership Level that's configured to expire. Expiration Date should be expressed as a date: MM/DD/YYYY (i.e. 1/25/2013). If you choose to leave this field blank, the new member's expiration date will be calculated based on their registration date and the expiring membership level's configuration. For example, if the membership level is configured to expire after a month and the registration date is 1/1/2013, if you don't specify an expiration date, it will be set to 2/1/2013.
    Password
    optional

    If you have access to a member's current password or you want to create a default password that members can change when they first log in, enter it here in a human-readable format (i.e. Password1234!). MemberMouse will take care of encrypting the password when it's inserted in your member database. If you do not enter anything into this field, MemberMouse will automatically generate a random password for each member. You can send passwords to imported members via the welcome email associated with the membership level.


    IMPORTANT: If you're importing members with email addresses or usernames that are already associated with existing WordPress users then the password field will be completely ignored. WordPress users that are migrated to MemberMouse members will just login using the same password they're already using. As a result of this, MemberMouse will have no knowledge of what the member's password is so using the [MM_Member_Data name='password'] SmartTag will return nothing for these members.


    First Name
    optional
    Enter the member's first name.
    Last Name
    optional
    Enter the member's last name.
    Billing Address
    optional
    Enter the member's billing address.
    Billing City
    optional
    Enter the member's billing city.
    Billing State
    optional
    Enter the member's billing state.
    Billing Zip Code
    optional
    Enter the member's billing zip code.
    Billing Country
    optional
    Enter the member's billing country. Use two-digit ISO country codes.
    Shipping Address
    optional
    Enter the member's shipping address.
    Shipping City
    optional
    Enter the member's shipping city.
    Shipping State
    optional
    Enter the member's shipping state.
    Shipping Zip Code
    optional
    Enter the member's shipping zip code.
    Shipping Country
    optional
    Enter the member's shipping country. Use two-digit ISO country codes.
    Status
    optional
    Enter the status you want to apply to the member's account by supplying the desired status ID. If no status is specified, accounts will be marked as Active. See this article to learn more about account statuses. Below is a list of valid status IDs:

    1 = Active

    2 = Canceled
    3 = Locked

    4 = Paused
    5 = Overdue

    6 = Pending
    7 = Error

    8 = Expired

    Bundles
    optional
    If you want to apply one or more bundles to a member's account, enter the bundle ID(s) in this field. You can look up bundle IDs right from the Import Wizard by clicking the button.

    An ID Lookup dialog will pop-up. Select Bundles from the 
    drop down menu to see the list of bundles in the system along with the ID associated with each bundle found in the ID column.


    In order to assign multiple bundles to a member's account just separate each bundle ID with a pipe character ( | ). For example: 1|3|8

    Bundle Status
    optional
    Enter the status you want to apply to the each bundle being applied to the member's account by supplying the desired status ID. If no status is specified, bundles will be marked as Active. See this article to learn more about bundle statuses. Below is a list of valid status IDs:

    1 = Active

    2 = Canceled
    4 = Paused

    5 = Overdue
    8 = Expired

    In order to set the status for multiple bundles just separate each status ID with a pipe character ( | ). For example: 1|2|4

    Note that each status ID should correctly correlate to a bundle ID listed in the Bundles column. For example, if you have 1|4 in the Bundles column, this means that you want to apply bundles 1 and 4 to the member's account. So if you want to set the status of bundle 1 to Canceled (status ID of 2) and the status of bundle 4 to Active (status ID of 1) you would enter this 2|1.
    Bundle Start Dates
    optional
    Enter the start date you want to use for each bundle being applied to the member's account by supplying a date in the format MM/DD/YYYY (i.e. 1/25/2013). If you choose to leave this field blank, the bundle's start date will be set to today's date.

    In order to set the start date for multiple bundles just separate each date with a pipe character ( | ). For example: 1/1/12|2/3/12|3/5/12

    Note that each date should correctly correlate to a bundle ID listed in the Bundles column. For example, if you have 1|4 in the Bundles column, this means that you want to apply bundles 1 and 4 to the member's account. So if you want to set the start date of bundle 1 to 1/1/12 and the start date of bundle 4 to 3/5/12 you would enter this 1/1/12|3/5/12.
    Bundle Expiration Dates
    optional
    Enter the expiration date you want to use for each bundle being applied to the member's account by supplying a date in the format MM/DD/YYYY (i.e. 1/25/2013). You only need to pay attention to this field if you're applying bundles that configured to expire. If you choose to leave this field blank, the bundle's expiration date will be calculated based on the bundle's start date and the expiring bundle's configuration. For example, if the bundle is configured to expire after a month and the start date is 1/1/2013, if you don't specify an expiration date, it will be set to 2/1/2013.

    In order to set the expiration date for multiple bundles just separate each date with a pipe character ( | ). For example: 1/1/12|2/3/12|3/5/12

    Note that each date should correctly correlate to a bundle ID listed in the Bundles column. For example, if you have 1|4 in the Bundles column, this means that you want to apply bundles 1 and 4 to the member's account. So if you want to set the expiration date of bundle 1 to 1/1/12 and the expiration date date of bundle 4 to 3/5/12 you would enter this 1/1/12|3/5/12.
    Custom Fields Columns
    optional
    If you have custom fields configured in MemberMouse and you want to import data into those custom fields, you need to add additional columns to the .csv file after the Bundle Expiration Dates column. The name of the column is extremely important and it needs to be in the following format:
    Custom Field {custom_field_id}

    Where {custom_field_id} will be replaced by the ID of the custom field in MemberMouse. For example, if you have a custom field that stores a member's birthday and the ID of that custom field is 4, you would need to name the column Custom Field 4.

    You can look up custom field IDs right from the Import Wizard by clicking the button.

    A dialog box will pop up. Select Custom Fields from the drop down menu to see the list of custom fields in the system along with the ID associated with each custom field found in the ID column.

    Now for each member you'll just enter the appropriate data for each custom field you've added.



    Note: When importing data for a custom field that's a check box, use the following values to indicate checked or unchecked: mm_cb_on and mm_cb_off.

  5. Imports are done one membership level at a time so create a .csv file for each membership level you want to import members for and populate it with the appropriate member data.

  6. Next, go back to the Import Wizard page in MemberMouse and upload the .csv import file by clicking the button and navigating to the appropriate .csv file. You can also optionally specify a URL where the .csv file is hosted.

  7. Then, select the membership level from the drop down menu that corresponds to the member data contain in the .csv file you selected.



  8. You can optionally choose to send a welcome email to all new members being imported by checking the box: . Note that if you're having MemberMouse automatically generate passwords, you can configure the welcome email to deliver the passwords to your members. If you want to do this, be sure to configure the welcome email template for the appropriate membership levels prior to doing an import.

  9. Click the button.

  10. Following the import, MemberMouse will display the results of the import including what members were imported, what bundles were applied to their account and if any errors were encountered.




  11. Click the button to repeat the process and import additional members.