The import is completed using a template provided by Amilia. Administrators must download the template, fill out the required fields, and then upload the completed template to import their clients with their resale memberships.
The import is designed to recognize duplicates within the Federation. If the import can find an existing person with the same name, gender, and birthday, the existing data will be used.
Enter information specific to the person you wish to assign a resale membership. It is optional whether to include account owner information for a parent or another adult. However, if the imported person is a child and no account owner name is indicated, a place-holder account owner will be automatically created with the name "Parent of (child's name)". If the imported person is an adult, he/she will be an account owner by default.
Forinstructions on how and where to download and upload the template, click here.
Title of the columns present on the CSV template and requirements
First name: Person's first name. Required
Last name: Person's last name. Required
Address: Civic number, street name, apartment number. Required
Zip/Postal Code: Required
Gender: M or F capitalized. Required
Amilia ID: Leave blank
Birth date: MM/DD/YYYY. The date format YYYY/MM/DD is also supported Required
Membership: Name of membership as it appears in the Memberships tab. Required
Membership expiration date: MM/DD/YYYY. The date format YYYY/MM/DD is also supported. If an expiration date is already set by your Federation, this will be the expiration date of the resale memebrship. Optional
Account owner first name: Optional
Account owner last name: Optional
Account owner gender: M or F capitalized. Optional
Account owner email: Optional
Here is an example of how the data is validated and imported into Amilia once you have completed the template:
Date passed validation
Client successfully imported