1. First, you must create an excel spreadsheet with the information that you want attached to each member you plan to import. Note: A template can be downloaded from the Member Import section in PTAEZ. The order of the information is as follows:
a. Member Year (for example: for the Fiscal Year 2015/2016, enter 2015 as the membership year, for 2016/2017, enter 2016 as the membership year)
b. Type (Parent/Student/Teacher/Other)
c. First Name
d. Middle Name
e. Last Name
f. Email
g. Address
h. City
i. State
j. Zip
k. Home Phone
l. Cell Phone
Example: Note: DO NOT change/remove the column headers, the file will not upload if you do.
1. Save the spreadsheet as a “CSV” file
1. Go to your PTAEZ account and select “Tools/Import Members”
1. Select “Choose File”
2. Browse for the spreadsheet that you created and saved as a CSV file.
3. Select “Start Import”
4. You have now imported your members to your PTAEZ account.
Note: If the member year (Column A) was populated with a year, the name will populate the list in "Admin/Membership Management" for that year, and if not, the name will only go to the Individuals List. All names will go to your "Individuals" list regardless of whether they are PTA Members.
Note: It is recommended that you do not add individuals already in the PTAEZ individuals list, you will get a duplicate entry for that person. If you do enter duplicate people into your Admin Individuals you may either “Remove” the duplicate or in some cases when you cannot remove you can make one(or more) of the duplicate individuals inactive (double click on their name and un-check the “Active” box).
Note: If you make an error and add a person as a member who is not, you may remove the membership status within "Membership management".