ScaleGrowth's state-of-the-art Data Engine lets you take your entire existing database of Members and quickly Import it within minutes, using our simple yet powerful Data Load Wizard.
But before we can Import, you have to Export from wherever your data lives into a CSV file.
- Please note that Member Contact Emails is required as Email is the unique identifier of your members on ScaleGrowth platform.
In order to Import Member data, we will need to have them in a CSV file format. CSV stands for Comma Separated Values, and is the gold standard data import/export format. Most spreadsheets, CRMs, or databases support exporting into a CSV:
To Import your Member Listings:
- Log into ScaleGrowth with your Admin or Moderator account.
- Make sure you are in your Admin view – you can use the Switch Role menu to get there.
- Head to Manage → Member Data Loads
- Here you will find a Data Load Wizard ready for you to upload your CSV file:
- Click "Upload" under the Actions column to begin.
- On the next page, upload your CSV file, and hit "Save"
- You will come back to the Data Load Wizard view – click "Map Fields":
- This launches our Wizard that guides you to map & configure everything in 5 easy steps:
- Step 1 Setup: Please leave the Data separator be as "," . If you are only want to add additional data to existing members, select "Skip any fields that already have data"
- Step 2 Email: Use the CSV spreadsheet column that has the Owner's Contact Email.
- Step 3 Membership: you can either select the Membership/User Group you wish to bulk import all your members,OR you can also use a column from your Spreadsheet and use the entry from that column to designate the Membership/User Group of each individual members.
Step 4 Mapping: This is where you map columns from your CSV file to the data fields of your members on the platform.
💡💡💡 Yes, you can Data Load files & images like the Profile Image above – as long as your CSV Spreadsheet contains a link to the file or the image that does not require any login to access. Our data engine will go grab the file or image from the link, download it, process it to optimize performance in case of images, and then upload to host on ScaleGrowth. 💡💡💡
- Once you map all the fields, Click "Generate Field Map".
- You will come back to the Data Load Wizard view – click "Test Run":
- You will go to this view where you can monitor your Data Load Running:
- Once it shows the last button "Or here to go back to the Data Load list", click on it:
- You can click the link under the Name column to go see the details of what was done.
- This is a good idea to check if there are any Data issues our Engine uncovered during the Test Run.
- If there is any error in the status columns, please reach out to your ScaleGrowth account manager.
- If there were no errors, you can now proceed by clicking on the "LIVE Run".
Note that our system saves a log record of each Data Load you complete, for your future reference.
All done!
