Family Memberships: Importing Adults First

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.

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