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Importing Members

MerchantInterfaceProcess.exe IMPORTMEMBERS

This function is used import members into your system from a comma delimited file (.csv).

Figure: Example Import Members Screen

Data File

The file that you want to import. Press the Data File button to do a search for the file.

Ignore First Line

If this is checked on, the first line of the file will be treated as a column header line, that is no actual data, and will be ignored.

Field Grid

The system will load the first line of the data file and show each field. The first column is what the name of the field should be. The second column is same data from the file. You can use this to check that the columns of the data file are positioned correctly before you load the actual file.

Load to this Location

Each member has to be assigned to a Store location. Set this field to be the location you assign to each member being imported.

Postal Address Same As Street Address

If this is checked on, the Postal Address for the member is set to be the same as the Street Address.

Overwrite/Update Data

If this is checked on the file will overwrite any existing data.

Load Data

Check this option on to load the data. If this option is checked on, the system will simply check the data is valid.

Refer to How Do I Import Members? for the format of the member file.

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