Go to the right place
Step by step
- Choose Preview import after reviewing your column mappings.
- Review Importable and Will update rows to confirm the intended people and changes.
- Check Already a member, Previously imported, and Unchanged rows separately; these are not all new members.
- Correct Duplicate, Missing email, Invalid email, Missing name, or other problem rows before applying the import. Check the original roster when an identity is ambiguous.
- Review the final counts and selected groups, then confirm the required import statement and apply only the reviewed changes.
After you finish
You know which rows are expected to change and which require attention, with results preserved in import history after the operation.