Club Member Importer
The Club Member Importer tool will allow you to import multiple wine club memberships for your customers by either adding a club membership to an existing contact record, or by creating a new contact record. Please watch the video or read the following text to learn more about the Club Member Importer.
Importing club members to the Vin65 database can easily be done.
1. Please navigate to Settings > Import/Export > Club Member Importer in the Admin Panel.
2. Please click on Download Sample File to download the spreadsheet we will use.
Below is the list of definitions found on the Club Member Importer Sample File:
|Customer Number||This field must be numeric. This will be the ID associated with a customer record, that is matched to the customer's email address. If left blank, the Vin65 Platform will be able to scan the database for the same email address - if no matching email address is found, the platform will automatically assign the next highest number as a customer number for the contact.|
|BirthDate||The birthdate of the customer. Format is in: YYYY-MM-DD.|
|*FirstName||The first name of the customer. This is also the first name for the billing address.|
|*LastName||The last name of the customer. This is also the last name for the billing address.|
|Company||The customer's business or company.|
|*Address||The street address of the customer. This is also the street address for the billing address. If no shipping address is entered, then this address will also be used for the Club Membership's shipping address. Maximum of 100 characters.|
|Address2||Additional address information. For example, unit#, apt#, etc.|
|*City||The customer's city of residence. This is also the city for the billing address.|
|*StateCode||The two character abreviated state code or province code. For example, California = CA and British Columbia = BC.|
|*ZipCode||The customer's zip code.|
|MainPhone||The customer's main phone number. Format is in: 000-000-0000.|
|All contacts in Vin65 must have an email address. The Vin65 Platform uses this email address as one method of verifying contacts within your database. Each customer must have a unique email address.|
|Username||The username that is associated for the customer's website log-in credentials. A username cannot exist without a password. Usernames must be greater than 6 characters; numeric or alphanumeric.|
|Password||The password that is associated for the customer's website log-in credentials. A password cannot exist without a username. Passwords must be greater than 6 characters; numeric or alphanumeric.|
The credit card associated with the Club Membership. Each of the credit card types must be filled out accordingly (no spaces):
|*CreditCardNumber||The column must be set to TEXT in your Excel spreadsheet before pasting in credit card numbers. If this column is not set to text, then Excel will round your credit card numbers, causing the cards to be invalid. The card number must not contain any spaces.|
|*CreditCardExpiryMo||The expiry month of the credit card. For example, September can be entered as 9 or 09.|
|*CreditCardExpiryYr||The expiry year of the credit card. Format is in: 2014.|
|NameOnCard||The name that appears on the Club Membership's credit card.|
|*ClubName||The name of the club that the customer is being added to. The club must exist in Vin65 before the import can be done.|
|SignupDate||The date the Club Membership is assigned. If left blank, the Vin65 platform will assign the date of the import as the signup date.|
|OnHoldStartDate||If the membership is on hold at the time of import, an admin user can specify a start date. To edit, this date would need to be removed manually once imported into the system.|
|CancelDate||This would be the date the Club Membership is set to be cancelled.|
|IsGift||The field indicating whether the Club Membership is a gift or not.|
|GiftMessage||The gift message to display to all shipping recipients.|
|ClubNotes||The notes for the Club Membership. These notes are public to both admin users and customers.|
|ShipNickName||The nickname of the shipping recipient.|
|ShipBirthDate||The shipping recipient's date of birth. Format is in: YYYY-MM-DD.|
|ShipFirstName||The shipping recipient's first name.|
|ShipLastName||The shipping recipient's last name.|
|ShipCompany||The shiping recipient's company name.|
|ShipAddress||The shiping recipient's street address.|
|ShipAddress2||The shipping recipient's additional address information. For example, unit#, apt#, etc.|
|ShipCity||The shiping recipient's city of residence.|
|ShipStateCode||The two character abreviated state code or province code. For example, California = CA and British Columbia = BC.|
|ShipZipCode||The shipping recipient's zip code.|
|ShipMainPhone||The shipping recipient's phone number. Format is in: 000-000-0000.|
|ShipEmail||The shipping recipient's email address.|
|IsPickupAtWinery||This field is used for indication on whether the Club Membership is a pickup membership or not. Must be either Yes or No.|
|*PickupLocationCode||If you selected Yes for IsPickupAtWinery, then you must enter the valid code for the pickup location where the Club Membership will be set to have their shipments picked up from. To review the pickup code, please navigate to Settings > Misc > Pickup Locations.|
* Mandatory Fields: FirstName, LastName, Address, City, StateCode, ZipCode, Email, CreditCardType, CreditCardNumber, CreditCardExpiryMo, CreditCardExpiryYr, ClubName, PickupLocationCode (if IsPickupAtWinery = YES)
In order to import your spreadsheet that has been filled out, please follow the steps below.
1. Once the data is complete, you may navigate back to the pop-up window where you downloaded the SampleFile from.
2. Click on Browse to find the spreadsheet saved on your computer. Click Import afterwards.
3. If the contact does not have a customer number, the Vin65 platform will automatically assign a number to that contact. The email address needs to be valid in order for the spreadsheet to work.
If you see an 'invalid email' error message when importing a member, it means somewhere on the excel sheet, there is an email address that isn't really an email address. Common issues are:
- No '@' symbol.
- No '.' decimal.
- There is a space somewhere in there (could be before, after, or inside the email - ones before or after are harder to find).
- There are blank rows in the spreadsheet that Vin65 is trying to read. Try deleting any empty rows, or copying your data into a new sample sheet.
No. Club members added via the club member importer tool will not receive a club signup confirmation email.
No. The Club Member Importer tool will automatically create a contact within Vin65 if one does not already exist.