How to Import Members

Log in to Flocknote and select Group Communications on the left-hand side. From there, you'll see a list of groups. If you spot the group you want to add members to right away, select the group from there. Or you can select ALL to see a list of every group on your network. Last but not least, you also have the option to use the Search button to pull up your group!

Once the group is open, click the gray import button in the top right-hand corner of the screen.

This will open up a pop-up window. Click the blue Upload a file button to browse for the saved file on your computer and select your spreadsheet. As a reminder, HERE are instructions for formatting a spreadsheet before importing.

You can toggle between Profile and Spreadsheet view in the lower left-hand corner of the importer window, based on your preferences. The Profile view will show you exactly what the member's profile will look like, and the Spreadsheet view brings your spreadsheet to life and allows you to view the info and merge columns as if you were viewing it in your spreadsheet.

Lastly, let's take a peek at these important checkbox options:

Here's what each checkbox signifies:

• Override existing data in Flocknote with any differing data in this spreadsheet - checking this box means that any data in your spreadsheet will override data already in your network.

  For example, if bob@test.com has a phone number on file, and you’re importing a spreadsheet with bob@test.com and a new phone number, then the new phone number on the spreadsheet will replace the existing one.

• Recognize names that may already exist in Flocknote - if you have any names in your network without an email address and phone number (i.e. a profile with only a name), and you import someone with that same name, checking this box will add the new profile info from the spreadsheet to the existing member in your network, instead of creating a new member profile.
• Include members who previously left or were removed from the group - if you have members who may have been part of your network or group previously and either removed themselves or were removed by an admin, selecting this box will add them back.

If you have everything checked that you'd like to include in your import, click Looks Good! and the members will start being added to your network. 👍

Here are a few handy tips when doing an import:

• If you can, it's best to upload your contacts by group, instead of uploading them to the Everyone group and then placing them in other groups. 
• The import feature is smart enough to weed out duplicates. If the same email or phone number is on your spreadsheet 3 or 4 times, the system will skip over those duplicates. It will let you know before you complete the import, so you will have the chance to assign unique contact information for each member on your spreadsheet.
• Similarly, if you import a contact to a group that is already on file with another group, the system won't duplicate them; it will just pull up their existing record.

Stuck? Email your spreadsheet to us at help@flocknote.com, and let us know the group you are working with, and we'll help you get things imported.