How to Import Your Corporate Members in Your Raklet Account?

Besides your individual members, you can keep the records of your corporate members in your Raklet account. These corporate members can be your sponsors, your members as a whole company etc. You can import your corporate sub-members too to see who are the responsible for each corporate member.

If you arrange your existant data according to the proper Excel format, you can easily import your contacts in two-stages.

Let’s start by importing our corporate members. You can see below the data import template for corporate members. CorporateMemberNo is important here for importing corporate sub-members at the second stage. Type column is important too to indicate that they are corporate members.

After having designed our corporate members excel sheet, we can easily import it. Go to your email address in the left lower corner and click Notifications. You will be oriented to the page where you can complete the basic steps while activation your account. Click Import button.

You are on the page where you can decide on your import method. Choose copy-past option to prevent the troubles due to the format differences.

Copy-paste your Excel sheet of your corporate members and then name the related columns. Choose Member No for your Corporate Member No column. And define Type column as Type.

After having imported our corporate members by completing this step, we can import the related corporate sub-members. We need another excel sheet completed properly. You can see the template below.

Repeat the steps above to import your new list. Copy-paste your list but while selecting the columns, select your Corporate MemberNo column as Corporate MemberNo this time. And Member No of your sub-members as Member no. Don’t forget to select Type column as Type as well.

After having completed this two-stage, you can easily filter your corporate and sub-members in Contacts section.

 

 

 

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