Updating your Member List

Updating your Member List

A common practice to update member lists is to export your existing list in Comsend, updating in Excel and re-importing the list. The steps to do so are as follows:

Stage 1: Export and update
  1. In Comsend, under Members in the menu click "Export Members XLS" and export the list to Excel. Note that you might choose to export only non-Disabled members (recommended) by unchecking the relevant setting in your Preferences. 
  2. Compare Comsend's excel with your organization's list side by side. Optional: remove rows of members with permission "Disabled" (these are members who have been previously removed and there is usually no reason to update them).  
  3. To add a new member, add a new row to Comsend's Excel file and enter the member's details populating as many columns for which you have information. It's important that the Member ID remain empty when adding a new member . User Name and Password may also remain empty since these are generated automatically as members are uploaded.
  4. To update info for a member, change the relevant info in the member's row. Do not change the Member ID or anything that has not changed for that member. Note: In contrast to changing info, to remove info for a member, it's not enough to empty the particular cell; you need to set the cell to "None". For example, to remove a member from a category, set the category cell to "None". 
  5. To remove a member, simply change only the Permission column to the number 4. Do not change the Member ID.
Stage 2: Import
  1. In Comsend within the Members page, click "Import Members XLS".
  2. Choose the file as the file to upload.
  3. Click "No" to the prompt Disable member not in file.
  4. Click "Submit". Your members should then be automatically uploaded.
You may choose to watch this tutorial.


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