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Family Memberships: Importing Adults First
Family Memberships: Importing Adults First

Quick tip when importing children into a family membership

Updated over a week ago

If you have children you need to import who don't have an email, or only have their parent's email you should take the following steps.

Import the Adults/Parents first with their email address.

Then, using the CSV importing tool, import the Children and assign the email next to their name (their parent's email) to the Parent/Guardian Email field.

This will:

Create the Adults as Contacts

Create the Children as Contacts

Create the Family Link> between the Adults and Children

It is also advised to import them using as many groups as possible - always using the naming convention of year + name of the group. In other words 2022 Under 16s. This will make it easier to find and make subsequent years easier.

Importing Adults first β€” Figure 1

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