Inline-create levels, fields, and tags during import

When MapleGather maps your import columns, it might find membership level names that don’t exist in your org yet. This guide shows how to create a level on the spot without leaving the mapping screen. Creating custom fields or tags from the mapping screen isn’t available yet.

Who can do this: Admins with the import permission. Creating a membership level also requires the membership-level permission — without it, Create new level… doesn’t appear. Ask your Org Owner if you need it.

Before you start

• Complete the file upload step first. Create new level… appears during column mapping, after your file has been parsed. See Upload and map your import file.

Steps

Create a membership level during mapping

1. In the Map your columns grid, find the column whose values are membership level names (such as “Gold” or “Honorary”). Create new level… is offered only for a column whose name contains “level”.
2. Open that column’s Target field dropdown and select Create new level….
3. A Create a membership level dialog opens. Enter a Name for the level.
4. Choose the Renewal cycle — it starts at Annual (you can pick Monthly, Quarterly, or One-time instead). The defaults are shown clearly so nothing is hidden, and you can adjust pricing and the rest after the import in Settings > Membership levels.
   • The renewal cycle matters for any row in your file that has no renewal date: that member’s expiry is set one cycle after their join date. For a level whose memberships never expire — an Honorary or Lifetime level, say — choose One-time here (or set the level to One-time or Lifetime later in Membership levels), and those rows import with no expiry.
5. Select Create level. The dialog closes, the column maps to Membership level, and a Levels created this session note lists the new level — rows that name it get that level on import.

Custom fields and tags

1. There’s no option to create a custom field or a tag from the mapping screen. A column of tags can be mapped to Tags in the Target field dropdown; a column with no matching field can be set to Unmapped to leave it out.

Verify

You’ll know the level was created when the Levels created this session note on the mapping screen lists it and the column’s Target field shows Membership level.

If something goes wrong

• “Create new level…” doesn’t appear in the dropdown — it’s offered only for a column whose name contains “level”, and only if your role includes the membership-level permission. Ask your Org Owner to check your role settings.
• The level wasn’t created the way you expected — go to Settings > Membership levels after the import to update it. The level is there, and the imported rows that name it are linked to it.

Related

• Upload and map your import file
• Review the import summary and handle errors