Before you begin
Requires the corresponding permission for the records being imported.
Steps
- 1
Open Import and choose the record type.
- 2
Upload a supported file or ask Milo to draft a mapping.
- 3
Review every match, normalized email, warning, and custom-field value.
- 4
Commit the reviewed rows and confirm the created, updated, and skipped counts.
Important notes
- If any custom-field value is invalid, the member import is not partially saved.
- Case-insensitive duplicate emails in one file resolve to one member; distinct emails are not merged only because names match.
Related guides
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