Import Members via CSV (Free & Paying)

Article author
Duncan Hamra
  • Updated

This article will show you how to import a CSV of free members, paying members, or both into Memberstack 2.0.

If you are migrating from another authentication or payment provider, please read this entire article carefully before committing to Memberstack. There are situations where members cannot be imported. For example: if you have paying members, but cannot provide a Stripe Customer ID).

If you are migrating from Memberstack 1.0, the CSV you export from 1.0 will contain all of the required columns. Example 1.0 Export. 

Importing Free Members

Image of the free member import video

Your CSV file can contain up to 10k rows, and contain the following columns: 

  1. Email Address (required)
  2. Password OR Hashed Password (optional)
    πŸ‘‰ If left blank, a password will be generated automatically.
    πŸ‘‰ If you're migrating from Memberstack 1.0, the "Hashed Password" column will be included automatically.
  3. Member ID (recommended)
  4. A column for each of your custom fields like name, phone, address, etc.
  5. Free Plan ID or comma-separated list of free plan IDs if you want more than one. All lowercase without spaces. 
  6. Login Redirect (optional)
    πŸ‘‰ Formerly known as user-specific pages. 
  7. JSON (optional)
  8. Metadata (optional)

Important Note: After importing members you have to refresh the page for the members table to be updated.

Importing Paid Members

Image of the paid member import video

Note: When importing paying members, the customer.subscription.updated event will fire in Stripe. You may want to turn off your Make or Zapier scenarios that use this event during import. 

  1. All of the "free import" columns above, plus πŸ‘‡...
  2. Stripe Customer ID (required)
  3. Stripe Subscription ID (required for recurring-subscripitions)
    πŸ‘‰ Rare: If the subscription contains multiple line items Memberstack will only respect the 1st line item.
  4. Free plan ID(s) for free plans and one-time payments.
    πŸ‘‰ Free Plan ID or comma-separated list of free plan IDs if you want more than one. All lowercase without spaces. 
    πŸ‘‰ One-time payments should be imported as free plans. For example: If a member has a $499 one-time membership, they can’t be associated with an equivalent $499 one-time price. They will need to be placed on a new free plan instead. Be sure to still include the Stripe Customer ID from #3 to "import" their payment methods.

Important Note: After importing members you have to refresh the page for the members table to be updated.

Import Errors

Once the import is complete you will receive an email with the number of successfully imported members and any imports with errors. Each failed member will have a reason.

Payment/stripe.failed-subscription-update

This means Memberstack and Stripe could not find the subscription provided. This usually happens if you import a member with a cancelled subscription. Any members with this error will be imported with a Stripe customer and stored payment info, but they will not have a plan. 

Other

Have a different error? Please contact support for more info. 

 

Limitations

Free Trials

Please contact us if you are attempting to migrate Memberstack 1.0 members with active free trials. It is not possible to preserve the trial days during import. 

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