Best Practices for Uploading an Excel Spreadsheet:
Ensuring your database is uploaded smoothly and efficiently is one of the first steps toward better managing your members. Utilize the above tutorial support video and these tips to achieve complete database upload success.
Any instance of a non-email address value will cause an upload failure. The most common error in database email data is “N/A” written in the email column. Only properly formatted email addresses and blank fields will properly upload.
Phone numbers must be a string of 10 digits, not separated by any characters or any spaces.
memberplanet allows admins to add custom fields to member profiles. These can be either drop-down selection boxes or checkboxes. In order for that corresponding data in your Excel database to upload correctly, the field must be formatted as such. For checkboxes, the field data must be separated by a semicolon with no space between entries. Example: data;data;data. For drop-down selections, the field data can only be one of the exact options provided in the menu. Example: if the drop-down menu lists gold, silver, bronze as its selection, the corresponding data field must list only one of those options.
Excel data sheets can include international cities; however, they must be put into their own column separate from national cities, and the column must be labeled “State Name.”
Make sure the Excel database does not include any special characters like these: ƒ ☻ σ╚├ which usually occur when transferring larger databases from other programs into Excel. However, as a best practice to maintain clean data, you should look over your Excel sheet and remove any non-traditional characters.
