Summary
If you have some Members with out-of-date information, we can help you perform a Bulk Update - a simple way to update multiple Membership records at once.
This process starts right from your Admin Dashboard and only takes a few steps!
Steps for a Bulk Update
1. Download your Upload File:
Download a list of your Memberships, including the ones that you want to Bulk Update. Make sure this exported file includes:
Internal ID (_id): The file must include a column for the Internal ID, this is how we make sure we correctly 'match' the information you want to update to the correct Membership Record.
[Columns to be Updated]: Please include whichever columns you want to have updated. You do not need to include columns that you do not want to have updated (however, the bulk update will not 'erase' data for columns that are included but are left empty).
You can export this data under the Insights tab here: https://app.joinit.com/reports/custom-memberships-report
Screenshot Description: Showing the Internal ID (_id) field
2. Update your Data:
Once you’ve downloaded the file, edit the columns with the updated information you want applied to each Membership record.
3. Send it to Support!
When your file is ready, send it to the Join It Support team either:
By email: Support@joinit.com
Or through chat in your Admin Dashboard
We process correctly formatted files within 1 business day (and often within the hour!).
Frequently Asked Questions
Can I run a Bulk Update without contacting Support?
Currently, no. All Bulk Updates are verified and executed by our helpful support team - who you can reach via email (support@joinit.com) or the chat within your admin dashboard.
However, we do have a Feature Request for supporting Bulk Updates without contacting Support. You can vote for that here.
What fields can be updated via a Bulk Update?
We can Bulk Update any field! Yep, you heard me right, we can even update Custom fields and Member's Auto re-billing dates. :)
Will a Bulk Update add a member if they're not currently in our database?
Nope, a Bulk Update would only update existing Memberships. It won't add new members to your account. However, we can do that separately in a Bulk Import.
Will an Automated Email be sent out from a Bulk Update?
Nope, the only way an automated email would be triggered to go out through a Bulk update is if you were to update the Expiration date to be in the 'perfect' timeframe of when the Renewal Reminder is set to go out.
