How do I import members into my organization?

How to add one member at a time:

1. Log in to the Administrative Portal.
2. Click on the "Members" tab on the left side of the screen.
3. Click on "Add member" to the right side of your screen.
4. Enter the following information for the member:
   • Unique identifier
   • First name
   • Last name
   • Date of birth *optional if using email addresses as the unique identifier
   • Province
   • Activation date
5. Click on "Invite".

Note:

• • If the start date is today, the member will appear under the Active tab.
  • If the start date is in the future, the member will appear under the Future tab.

How to add several members:

This option is best when you have a large list of members you would like to add at once.

1. Click on "Import CSV".
2. Click on "Choose file" and select the CSV file (Excel saved as .csv). Note: The first line of the CSV file must be the header with the following predefined column names:
   • unique_identifier [email or employee number]
   • first_name
   • last_name
   • date_of_birth [Format: YYYY-MM-DD] *optional if the unique identifier is an email
   • province [CA-QC, CA-BC, etc]
3.  Click on "Preview" to see what will be imported into the portal. If there are any errors, the system will tell you exactly what line to edit in your CSV. 
4. Select the start date for all members (launch date or today's date if your contract has already started by default) and click "Continue". 

Note:

• • If the start date is today, the member will appear under the Active tab.
  • If the start date is in the future, the member will appear under the Future tab.