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Import members from a CSV file

Add a member list in one reviewed import, then invite and verify people individually.

Board members2 min readNeighborEase

Step by step

  1. Only the named Community Admin can perform these membership, office and administration changes. Being President or another Board member does not grant these rights. The current Community Admin cannot be directly demoted or suspended; use the explicit administration handover.

  2. Select the correct community, open People & properties, and choose Import members (CSV) beside Members.

  3. Choose Download CSV template. Replace the example row with your own members and keep the column headers name,email,role. The name and email columns are required; role is optional.

  4. Use owner or moderator in the role column; a blank role becomes owner. Assign board access separately through Change role after the person has joined.

  5. Save a comma-separated UTF-8 CSV with no more than 250 data rows and 40 KB (40,000 bytes). Choose CSV file, then select Check file.

  6. Read each issue under CSV line, Field and Issue. Correct the original file and choose it again. Repeated emails, existing members and unsupported columns must be resolved before importing.

  7. When Ready to import appears, check the total record count and the Preview (first 10 rows). Choose Import all rows only when the complete source file is correct.

  8. After Registry imported, review the member list. Use Create invitation link for each new member and share the private link directly. Verify ownership separately and assign the appropriate property before poll participation.

Before you continue

  • Import adds unverified memberships; it does not create login accounts, send emails, issue invitation links or verify ownership. Existing members are never overwritten.
  • The complete file succeeds together. If a registry record or your permissions change after the preview, no rows are added by that failed import; select Check file again before confirming.
  • The importer shows at most 100 issues and a 10-row preview. Review the entire source file yourself. The named Community Admin and current community content access are required.
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