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Upload and map your import file

This guide walks you through uploading your member file and confirming the column-to-field mapping so MapleGather knows how to bring your data across.

Who can do this: Admins with the import permission. If you don’t see the New import button, ask your Org Owner to check your role.

Before you start

Section titled “Before you start”
  • Export your member data from your current system as a CSV, Excel (.xlsx), or XML file.
  • Have your file ready before you begin. MapleGather doesn’t save a half-started upload.

Steps

Section titled “Steps”
  1. Go to Migration in the admin sidebar and select New import.
  2. Select the drop zone (“Drop your file here or choose a file”) and choose your file from your computer. If your Excel workbook has more than one sheet, first save the sheet with your members as its own file — MapleGather has no sheet picker.
  3. Wait a moment while MapleGather reads your file and suggests a mapping for each column.
  4. Review the Target field column for each row in the mapping grid.
  5. To change a mapping, open the dropdown in the Target field column and pick the right field. Choose Unmapped to leave a column out of the import.
  6. If a membership level in your file doesn’t exist yet, choose Create new level… in that column’s dropdown to create it on the spot.
  7. When every column has a target field or is left Unmapped, select Confirm mappings.

Verify

Section titled “Verify”

You’ll know it worked when MapleGather moves to the Preview import screen, where you can review what will be created, updated, or skipped before anything is committed.

If something goes wrong

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  • A message above the drop zone that the file couldn’t be uploaded — It names the cause: the file is over the 50 MB limit, isn’t a CSV, Excel or XML file, or the upload didn’t reach file storage. See Your import file won’t upload or parse for each message and its fix.
  • “At least one of Email or Full Name must be mapped to continue.” — Confirm mappings stays turned off until a column is mapped to Email, First name or Last name (either name target counts as the name). Map one of them.
  • A column you need isn’t in the target list — The Target field list is fixed: Email, First name, Last name, Phone, Membership level, Join date, Membership expiry, Tags and Unmapped. A custom field is never offered as a target, even one you created before the import, so that column’s data can’t be imported in this version. Leave it Unmapped.
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