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Import members

You can import members from another system or a manually updated list to Digibiz24.

Use a CSV file to import from a manually updated list.

When importing, Digibiz24 updates existing members if the CSV file contains the email address of the existing member.

You can import a maximum of 100 members in one day. This limit serves as a security measure. If you want to add more members, you have to wait for the next day or contact our support team.

Download sample CSV file

You can download a sample CSV file and use it as a template:

  1. Switch to the website in Digibiz24 where you want to make changes.
  2. Click on Members in the menu bar on the left-hand side
  3. Click on Import members.
    Digibiz24 opens a window with a description.
  4. In the description, click on the link labeled here.

Your browser will download the sample CSV file.

Prepare CSV file

For the import, you need a CSV file with your members' data. You can adapt the sample file or create a CSV file yourself.

Good to know

You can use a text editor to create or edit CSV files. This text editor must be able to save text as a plain text file without formatting. Suitable text editors include TextMate (for Mac) or Notepad++ (for Windows).

Alternatively, you can export CSV files with all common spreadsheet applications, such as Excel. However, a spreadsheet application does not automatically export CSV files in the structure that Digibiz24 can process. With a text editor, you can check the structure of the CSV file.

For the import, Digibiz24 expects a CSV file in a specific structure.

Example:

firstname,lastname,email,courses,purchasedate
Daniel,Miller,daniel.miller@example.com,"123ab45c-d678-91ef-0111-g213gh1j4151,123ab45c-d678-91ef-0111-g213gh1j4152",2022-07-01
Sandra,Smith,sandra.smith@example.net,123ab45c-d678-91ef-0111-g213gh1j4153,2023-01-17

You can import the following data from a CSV file:

Description in Digibiz24 Field in the CSV file Note
First name* firstname no
Last name* lastname no
Email address* email Digibiz24 uses the email address to identify existing members. Therefore, each email address should only appear once in your CSV file. If the CSV file contains an email address for existing members, the member in Digibiz24 will be updated.
Courses courses

For course assignment, Digibiz24 expects the course UUID. You can find the course UUIDs by opening your course's lecture overview. The browser's address bar contains the course UUID.

Example:

https://app.digibiz24.com/de/courses/123ab45c-d678-91ef-0111-g213gh1j4151/lectures

You can specify multiple course UUIDs in the CSV file. For this, enclose the field in double quotation marks (").

Example:

"123ab45c-d678-91ef-0111-g213gh1j4151,123ab45c-d678-91ef-0111-g213gh1j4152"

When updating members, existing course assignments are retained. If the CSV file contains course UUIDs for existing members, the member will be additionally assigned to these courses.
Joining date purchasedate

If the field is empty, newly imported members will be created with the current date as the joining date. You can set a different joining date. Digibiz24 expects a date in the format YYYY-MM-DD for this purpose:

  • YYYY = Year with four digits
  • MM = month with two digits
  • DD = Day with two digits.

Example:

2022-07-01

The joining date dictates the delayed access to courses, chapters, or lectures.
Good to know

If a field contains commas or special characters (e.g., ! or #), enclose the field in double quotes (") at the beginning and end.

Example:
""F!eld,with,spec#lcharacters!".

Import CSV file

  1. Switch to the website in Digibiz24 where you want to make the changes.
  2. Click on Members in the menu bar on the left-hand side
  3. Click on Import members.
  4. Click on Selectfile.
  5. Select a CSV file.
  6. Click on Import members.
    • The new member automatically receives an email with the template New member. This email contains automatically generated access data and a login link. This email contains automatically generated access data and a login link.
    • An existing member automatically receives an email with the template New order. This email contains all the details about activated courses.
Good to know
If the CSV file cannot be imported, an error message is displayed and the entire import is canceled.