System upload: Use cases
You can use system upload to quickly add new active members, purge members, or change member values such as their Community and email address.
Add new active members
Use system upload if you already have active members in an external system that you want to add to the application. Add the members and start inviting them to activities, instead of making them undergo recruitment again.
In the CSV file, include a
memberstatus
column with
Active
as the member value. If you have multiple
communities, you must also include a
Community
column with values that match your community
names.
- Only use this method to add members who have already consented to joining your Community. Adding emails from people who have not consented may violate anti-spam legislation. For more information, see Alida External Sample Waiver.
- If you choose to update
memberstatus
, be careful not to overwrite Unsubscribed member statuses with Active, thereby inadvertently re-subscribing members who no longer want to be part of the Community.
Example |
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Purge members
If you need to purge more than 30 members at once, performing a system upload is easier than using the Purge feature.
In the CSV file, include a
memberstatus
column with
Purged
as the member value.
Example |
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Change members' Community
You have a group of members in Community A who are now part of Community B, and you need to switch their Community values.
In the CSV file, include a
Community
column with their updated values.
Example |
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Before: After: |
Change members' emails
You need to update email addresses for multiple members.
In the CSV file, include an
Email
column with their updated email addresses, and a
MemberId
column with members' unique IDs. You can find
the
MemberId
value by
viewing member details or
exporting a member group.
Example |
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Before: After: |
Add nonmembers as invitation recipients in multiple communities
You want to distribute an activity intended for nonmembers of Community.
In the CSV file, include a
Community
column with values that match your community
names. If you plan to pipe first and last names into the invitation, include
these values with the
FirstName
and
LastName
columns.
Example |
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