Exporting member information is useful for moving member data outside the platform. Follow the processes below to download information for a particular membership or multiple memberships.

Exporting information for a single membership profile

In the Membership module's Memberships section, enter a membership profile. In the Membership Details tab, click the three dots icon and click Export.

A pop-up window will appear to let you select a time zone for any time-related fields. Click the export button to download the information in an Excel file to your device.

In Excel, there are two sheets. The "Membership_Details Export" tab includes information about the membership, and the "Members" tab includes information about all members within the membership.

Exporting information for multiple memberships with the same value

In the Memberships module's Memberships section, click the filter icon to apply any filters.

Click the export icon to download an Excel file that includes all members in your filtered search.

A pop-up window will appear to let you choose the fields you want to include in your download as well as a time zone for any time-related fields. Click the export button to download the information in an Excel file to your device.

*Note: If there are more than 200 entries in your list, you will receive an email notification when your file is ready.

You can find the exported file from the Import/Export History in the Organization Settings menu.

On the Import/Export History page, you can find the list of export documents from the the Export History tab. Click on the Document name to download the file to your device.