How to Import Members to DAP

Whether you’re migrating from another platform or adding a bulk of new members, DAP’s Import Member feature allows you to efficiently onboard users by seamlessly importing member data from a CSV file.

Important:

1. For initial testing, import a small number of users to ensure the process works correctly.
2. For silent imports (no emails), remove the welcome email content from the product to which you are importing users, before importing.
3. The import is at product level. So product needs to be created first in DAP before you can import users to it.

Step 1: Access the Members Import Page

To import new members into DAP, navigate to the Members >> Import page within the DAP dashboard.

Step 2: Select the Product

1. Choose the product to which you want to import the members.
   • Note: You must have created products in the Products >> Manage page before importing members.

Step 3: Prepare Your CSV File

1. Format: Prepare a CSV file containing a comma-separated list of members.
   • Example format: Email, First Name, Last Name, City, State, Country
   • Ensure that each member is on a new row.
   • Only Email and First Name are required fields.
2. Specify the Order of Fields:
   • Match the order of fields in your CSV file with the following:
     • Field 1: Email
     • Field 2: First Name
     • Field 3: Last Name
     • Field 4: City
     • Field 5: State
     • Field 6: Country
3. Optional Access Dates: If importing access dates from another platform, include:
   • Field 7: Access Start Date
   • Field 8: Access End Date
   • Specify the date format (e.g., MM/DD/YYYY).

Step 4: Import Members

1. After configuring the fields and formats, click on Import Members.
2. Review the order of fields and ensure everything is correct.
3. DAP will queue the import process in the system job queue since importing many members may take time.

Step 5: Monitor the Import Process

1. Visit the System Job Queue to check the status of the import job.
   • Status will initially show as “New.”
   • The cron job runs automatically at the top of each hour to process imports.
   • Depending on the number of users, the process may take several hours.

Step 6: Check Import Completion

After the cron job runs, you can check for completed jobs by searching using the import job’s tracking I

Step 7: Troubleshooting

1. If the import fails or is stuck:
   • Delete any jobs marked with an error status in DAP System >> Job Queue.
   • Check product configuration settings to ensure they are correctly set up.
2. For initial testing, import a small number of users to ensure the process works correctly.

Step 8: Notifications

• If you want a welcome email to be sent to new members upon import, ensure the email subject and body are set up in the product’s notifications tab.
• For silent imports (no emails), remove the welcome email content before importing.