Quickly create and issue memberships to your audience in bulk.

In addition to selling memberships through your Eventive site and Box Office, you can also bulk create and issue memberships using Eventive's bulk import tool! This is a great way to import memberships sold in a legacy system.

When you bulk import memberships, every member will receive an email notifying them about their newly issued memberships.

If a member already has an Eventive account, the membership will be added to their existing account. If a member is new to Eventive, a new account will be generated. In either case, every member will receive an email notifying them about their new membership.

2. Select the membership bucket for which you'd like to import memberships.

3. Click ‘download template’ to download the Eventive bulk import spreadsheet. Do not use your own spreadsheet!

NOTE: It is important to use the template that is linked from the Bulk import memberships page as it includes a column for setting the membership’s renewal date. This template has been modified from the standard Bulk Import Pass template.

4. Use this template spreadsheet to add your data for import, ensuring you do not modify the header row in any way. The only required fields are columns A + B: Email Address and Name.

You can import supplementary data by changing columns C, D, E, etc. to reflect the name of each supplementary data field. Supplementary data fields must be created in the Membership Bucket settings before you bulk import your memberships.

Ensure that each supplementary data field column's name matches the label of the field EXACTLY (match capitalization & spelling, ensure there are no extra spaces, etc.) as configured in the Membership Bucket settings.

5. Once you've filled out and saved the spreadsheet, go back to the Bulk Import page, click the space labeled Drop spreadsheet here, or click to select, and select the completed spreadsheet from your computer.

6. Add a message to the "Additional Note" field if you want to add any custom text to the confirmation email your members will receive. This is optional.

7. Click Preview import to see a preview of the memberships that will be imported.

8. Review the preview of the import to ensure that all membership data has been detected properly. If anything looks wrong, click Edit settings, make your changes to the spreadsheet, re-upload it, and then click Preview Import again.

9. Once you're satisfied, check the box to affirm that you're ready to import the memberships and then click "Start import".

10. Your memberships will be imported & confirmation emails will be sent to all recipients!

If the same email address is listed for multiple memberships in the uploaded spreadsheet, all of those memberships will automatically be issued & linked to the same account. The customer will receive a single email that includes all of their memberships.

Bulk import memberships as you normally would, and if the member name and email address match exactly, an “EXISTING MEMBERSHIP - EDITING” message will appear in the bulk import preview, which indicates that you're editing an existing membership instead of creating a new one!

If you wish to bulk edit memberships without notifying the members, be sure to select the “Do not send emails” option.

Bulk editing memberships is a great option if you need to add or update supplementary data, or to edit renewal dates!

You can re-send all bulk import confirmation emails or individual ones by going to the Order page for a bulk import, clicking "Resend activation email" and then you'll see options to send to specific people or all:

This page can also be navigated to on a user profile by clicking on the chain link icon next to Order Date of their membership: