Member Database Management

Organize members or employees with flexible data files, custom columns, and import tools built for card production workflows.

How to create a data file

  • Open your database area and create a new data file for a specific group or department.
  • Add the fields you need (name, member number, role, expiration date, and custom fields).
  • Save different file structures for different programs so each workflow stays clean.
  • Pro Tip: Export your headshot images to a CSV and import that CSV to a data file to automatically create image links for all of your member records.

Data File Settings

Import Member Data

How to import data

  • Upload a CSV or spreadsheet from your current member or HR system.
  • Run imports repeatedly using the "Append to existing data file" option as your roster changes so card-ready records stay current.

How to customize a data file

  • Add, remove, and reorder columns to match each card program.
  • Use custom fields for organization-specific details like chapter, status, tier, or access level.
  • Maintain separate data files by audience while keeping all records under one account.

Customize Columns