Documentation

Importing Members

Quickly add members to your organization by uploading a CSV file. Rhythmic will guide you through mapping your data to member fields and previewing the import before it runs.

Preparing Your CSV

Your CSV file should have a header row with column names. The only required field is Email — all other fields are optional. Save your file in UTF-8 encoding for best results.

FieldRequiredDescription
EmailYesRequired. The member's email address.
First NameNoThe member's first name.
Last NameNoThe member's last name.
PhoneNoPhone number.
Address Line 1NoStreet address.
Address Line 2NoApartment, suite, unit, etc.
CityNoCity or town.
StateNoState, province, or region.
ZIP CodeNoPostal or ZIP code.
CountryNoCountry name.
GenderNoGender.
TimezoneNoTimezone identifier (e.g., America/New_York).

Example CSV

Email,First Name,Last Name,Phone
john@example.com,John,Doe,555-0100
jane@example.com,Jane,Smith,555-0101

Uploading Your File

Navigate to Members and click the Import button. On the import page, drag and drop your CSV file into the upload area, or click to browse for it. Once the file is parsed, you'll see the number of rows and columns detected.

Mapping Columns

Rhythmic will automatically detect common column names and map them to the correct member fields. For example, a column named "First Name" or "Given Name" will be mapped to the First Name field automatically.

You can adjust any mapping using the dropdown next to each column. If a column in your CSV doesn't correspond to a member field, set it to Skip this column and it will be ignored during import.

The Email field must be mapped to proceed. Each member field can only be mapped to one CSV column.

Reviewing and Confirming

Before the import runs, you'll see a summary showing the total number of members to be imported and how many columns are mapped versus skipped.

A preview of the first record in your CSV shows exactly how each field will be populated. This gives you a clear picture of how your data will look after import. If something doesn't look right, go back and adjust your column mappings.

Duplicate handling: If a member with the same email address already exists in your organization, they will be skipped automatically. This makes it safe to re-import the same file without creating duplicates.

After Import

Once the import is complete, you'll see a summary of results:

  • How many members were successfully imported
  • How many were skipped because they already existed
  • Any rows that failed, with details about the error

Click View Members to go to your members list and see the newly imported members. You can also click Import Another File to start a new import.

Tips

  • Make sure email addresses are valid — rows with invalid emails will fail during import.
  • For large files, the import processes members in batches. You'll see a progress bar as it works through your data.
  • If some rows fail, the successfully imported members are kept — you don't need to re-import the entire file. Fix the issues in your CSV and re-import; existing members will be skipped.
  • Imported members are added with the Member role by default. You can change their role from the member detail page after import.