{"id":1391,"date":"2024-12-11T03:05:34","date_gmt":"2024-12-11T03:05:34","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4906136138397-memberships-import\/"},"modified":"2026-02-02T10:31:39","modified_gmt":"2026-02-02T10:31:39","password":"","slug":"4906136138397-memberships-import","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4906136138397-memberships-import\/","title":{"rendered":"Memberships import"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">If needed, you can upload a list of memberships from an Excel file.<\/span><\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Upload from Excel<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Before uploading memberships make sure that the following is entered in <strong>Altegio<\/strong>:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Locations<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Membership types<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Clients (if you\u2019re importing memberships assigned to clients)<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">To upload memberships from Excel go to the <strong>chain interface<\/strong>, open <strong>Loyalty > Memberships<\/strong> section and click the <strong>Import from Excel<\/strong> button.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\"><\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2b02e2abafc&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2b02e2abafc\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-1024x579.png\" alt=\"\" class=\"wp-image-266908\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-1024x579.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-300x170.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-768x434.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-1536x868.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-2048x1157.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-360x203.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/Screen-Shot-2026-02-02-at-14.25.56-1568x886.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Note<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">You can\u2019t import memberships with a Separated balance;<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">If there\u2019s more than one location then they need to be named differently.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Inventory transactions will not be created together with the import.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">If an <strong>Excel<\/strong> file has at least one mistake then the whole file is considered invalid &#8211; valid lines will not be imported, and the file will not be uploaded at all. There must be no mistakes in the file for the import to be successful.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">You cannot upload frozen memberships.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">If there\u2019s no storage for the sale of products then the file will <strong>not be uploaded.<\/strong><\/span><\/p>\n<\/blockquote>\n\n\n\n<h1 class=\"wp-block-heading\">Mandatory information about the membership<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">The <strong>Excel<\/strong> file <strong>must have<\/strong> the following information about memberships:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"><strong>Location name<\/strong>. Must be the same as in <strong>Altegio<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Membership type<\/strong>. The name of the membership type must be the same as the membership type name in <strong>Altegio<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Remainder of sessions on membership<\/strong>. Must be a number or equal to zero. The remainder of the sessions cannot exceed the balance of the membership.<\/span><\/span><\/span><br><p>If the membership type contains the setting \u201cActivate membership: on sale\u201d, then it is not necessary to specify the membership status.<\/p><p>The status is obligatory provided that the activation of the membership is \u201cFrom the first visit\u201d.<\/p><\/li>\n<\/ul>\n\n\n\n<h1 class=\"wp-block-heading\">Optional information about the membership:<\/h1>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"> Owner\u2019s phone number<\/span><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Can be missing. In that case, then the membership number is <strong>mandatory<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">If present, it must be indicated in the following format: <strong>country code + phone number<\/strong> without spaces and special symbols, <\/span><em><span style=\"font-weight: 400;\">i.e.<\/span><\/em> <strong><em>12125678904<\/em><\/strong><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">If present, then the client with this phone number <strong>must exist<\/strong> in the client database. If during an import this client wasn\u2019t found in the Client Database then this file will not be imported.&nbsp;<\/span><\/li>\n<\/ul>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"> Membership number<\/span><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Can be missing. Then the membership owner\u2019s <strong>phone number<\/strong> must be indicated.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">If present it must be unique. If there\u2019s a membership with the same number in the file or in <strong>Altegio<\/strong> then the membership will not be imported as well as the file itself.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">If present then the membership type must have <\/span><strong>Allow selling membership without code<\/strong><span style=\"font-weight: 400;\"> setting switched on.<\/span><\/li>\n<\/ul>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"> Membership validity period<\/span><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Can be left empty. Then the membership will have <strong>no expiration date<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">If it\u2019s not empty then it must be in the <strong>yyyy-mm-dd<\/strong> format.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">It cannot be less than <strong>the date of the membership sale<\/strong>.<\/span><\/li>\n<\/ul>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"> Date of membership sale<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"> Membership status<\/span><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Can be <strong>issued<\/strong> or <strong>activated<\/strong>. If activated then the expiration date will be calculated. If it\u2019s not activated then the expiration date will be calculated according to the <strong>membership type<\/strong> settings.<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>If needed, you can upload a list of memberships from an Excel file. Upload from Excel Before uploading memberships make sure that the following is entered in Altegio: To upload memberships from Excel go to the chain interface, open Loyalty > Memberships section and click the Import from Excel button. Note You can\u2019t import memberships [&hellip;]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[78],"doc_tag":[1507,2101,2029,1252,1522],"class_list":["post-1391","docs","type-docs","status-publish","hentry","doc_category-memberships","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-inventory-en","doc_tag-location-en","doc_tag-membership-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"If needed, you can upload a list of memberships from an Excel file. 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