Importing or managing members in bulk

The best way to create memberships in bulk is to ensure that orders or subscriptions already exist on your site for your members. Importing orders from a previous membership system can be a great way to do this!

Bulk creating memberships

Once orders or subscriptions exist, with a line item / product that grants membership access, you can use the Grant access action for your plan to create memberships from your purchasing records.

This process is not reversible — be sure your plan has been saved, with the right products that grant access, before beginning this process.

Once you’re ready to bulk create memberships from your purchases, you can click the “Grant access” action, and confirm that you’re ready to get started.

This will search all past orders (and subscriptions, if relevant) for people who have purchased your membership products, and create new memberships for them if needed!

Importing memberships

If you need to import members directly from a different tool, without using corresponding orders or subscriptions, you can also do so via CSV (spreadsheet) import. You can access the importer under Constellation > Tools > Import.

If you’re creating or importing members, please use this sample CSV sheet (you can copy it!) as a guide to CSV formatting. You must have plans created already.

If you want to create memberships, we recommend that your import options

• Disable “update existing records…”
• Enable “Create new memberships…”
• It’s up to you if you also want to create new users — if you’re moving from a completely different system, you may want to enable this. If you already used WordPress in the past, you may not want to re-create users who may have been deleted, and should keep this disabled.

Bulk updating memberships

If you’re bulk updating memberships, you can first export members, then make your changes to the members CSV file before re-importing it.

When you re-import your members, we recommend that your import options

• Enable “update existing records…”
• It’s up to you whether you want to allow transfer if your user membership ID and user ID / username do not match, depending on the updates you’re making! We recommend leaving this disabled if you’re not sure.
• Disable “create new memberships…” (Unless, of course, you’re both updating and creating members, but we recommend using the Grant access action for most use cases!)