User Guides

User Guides
User Import/Export
Resources
API Documentation Support Center

    User Import/Export Guide

    Overview

    This guide explains how to import and export users using CSV files in Tagify. The system provides flexible options for handling user data, including automatic or manual card ID assignment and payment setup.

    CSV Format

    Required Fields

  • Email - User's email address
  • First Name - User's first name
  • Last Name - User's last name

    • Optional Fields

  • Card ID - Unique card identifier (auto-generated if not provided)
  • DOB - Date of birth in YYYY-MM-DD format
  • Status - User status (defaults to 'active')
  • Points Balance - User's points balance (defaults to 0)
  • Is Paying - Whether the user is a paying member (yes/no)
  • Payment Amount - Payment amount for paying members
  • Payment Method - Payment method (Credit Card, Cash, Bank Transfer, etc.)

    • Example CSV

    csv

    Email,First Name,Last Name,Card ID,DOB,Status,Points Balance,Is Paying,Payment Amount,Payment Method
    

    [email protected],John,Doe,CARD123,1990-01-01,active,100,yes,29.99,Credit Card
    

    [email protected],Jane,Smith,CARD124,1985-06-15,active,50,yes,19.99,Bank Transfer

    Notes

  • Email addresses must be unique in your system
  • Users are marked as paying members if 'Is Paying' is set to 'yes'
  • Card IDs will be auto-generated if not provided
  • Dates should be in YYYY-MM-DD format
  • All optional fields can be left blank

    • Importing Users

    Step-by-Step Import Process

  • Navigate to Dashboard > Users > Import/Export
  • Click "Download Template" to get the CSV template
  • Fill in your user data following the format above
  • Upload your completed CSV file
  • Review the import summary
  • Confirm the import

    • After Import

  • Users will receive welcome emails with setup instructions
  • Payment setup will be initiated for users with Monthly Rate
  • Card IDs will be generated for users without one

    • Troubleshooting

    Common Import Errors

  • Invalid Email Format

    • - Ensure email addresses are valid

    - Each email must be unique in your system

  • Invalid Card ID Format

    • - If provided, must match your business format

    - Leave blank for auto-generation

  • Invalid Date Format

    • - Use YYYY-MM-DD format

    - Example: 1990-01-01

  • Payment Information

    • - Monthly Rate must be a valid number

    - Currency must be a supported code (USD, EUR, GBP)

    - Payment Method must be one of the supported options

    Need Help?

    Contact support at [email protected] for assistance with imports or exports.

    Last updated: March 25, 2024