Step 1: Prepare Your Spreadsheet


1. Download the Template

  • Log in to your PTAEZ account.
  • Navigate to Tools → Import Members.
  • Download the official Member Import Template.

Important: Do NOT change or remove the column headers. The file will not upload if headers are altered.



2. Enter Member Information

Fill in the spreadsheet using the following column order:

  • Member Year

For Fiscal Year 2015/2016, enter 2015.

For Fiscal Year 2016/2017, enter 2016.

  • Type (Parent / Student / Teacher / Other)
  • First Name
  • Middle Name
  • Last Name
  • Email
  • Address
  • City
  • State
  • Zip
  • Home Phone
  • Cell Phone


Important: Double check spelling and formatting to avoid duplicates or errors.



3. Save as CSV

  • Once complete, save the file as CSV format.



Step 2: Import Members into PTAEZ

  1. Log in to your PTAEZ account.
  2. Go to Tools → Import Members.
  3. Click Choose File and select your saved CSV file.
  4. Click Start Import.
  5. Your members are now imported into PTAEZ.


Notes:

  • If the Member Year column is populated, the member will appear under Admin → Membership Management for that year.
  • If left blank, the individual will only appear in the Individuals List.
  • All names will appear in Individuals, regardless of membership status.
  • Do NOT import individuals already in your PTAEZ Individuals list. This will create duplicates.
  • If duplicates occur:
  • Remove the duplicate entry, OR
  • Make one entry inactive:
  • Double-click the name → Uncheck Active.
  • If you mistakenly add someone as a member, you can remove their membership status in Membership Management.