{"id":3398,"date":"2026-02-27T21:56:33","date_gmt":"2026-02-28T02:56:33","guid":{"rendered":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/members-center\/importing-data-from-file\/"},"modified":"2026-02-28T11:07:21","modified_gmt":"2026-02-28T16:07:21","slug":"importing-data-from-file","status":"publish","type":"docs","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/members-center\/importing-data-from-file\/","title":{"rendered":"Importing data from file"},"content":{"rendered":"\n<p>Importing from file helps you add multiple members faster,&nbsp;without typing each profile manually.&nbsp;The system checks your file before saving anything,&nbsp;so you can correct issues early and avoid partial data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-090620-Copie-6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"457\" height=\"74\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-090620-Copie-6.png\" alt=\"\" class=\"wp-image-3578\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-090620-Copie-6.png 457w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-090620-Copie-6-300x49.png 300w\" sizes=\"(max-width: 457px) 100vw, 457px\" \/><\/a><figcaption class=\"wp-element-caption\">Import CSV button highlighted in the grid toolbar<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-a-csv-file\"><strong>What is a CSV file?<\/strong><\/h2>\n\n\n\n<p>A CSV file is a simple spreadsheet file where each line is one person and each column is one field\u00a0(for example Lastname,\u00a0Givenname,\u00a0Email).\u00a0You can create it in Excel,\u00a0LibreOffice Calc,\u00a0Google Sheets,\u00a0or similar tools,\u00a0then save\/export as\u00a0.csv.<\/p>\n\n\n\n<p>Think of CSV as a&nbsp;&#8220;table in text format&#8221;&nbsp;that systems can read quickly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737.png\"><img loading=\"lazy\" decoding=\"async\" width=\"846\" height=\"308\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737.png\" alt=\"\" class=\"wp-image-3583\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737.png 846w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-300x109.png 300w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-768x280.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/a><figcaption class=\"wp-element-caption\">Example spreadsheet showing column headers in row 1 and member data in rows below<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"before-you-start\"><strong>Before you start<\/strong><\/h2>\n\n\n\n<p>Make sure:<\/p>\n\n\n\n<ol class=\"wp-r_indent50\">\n<li>You have permission to add members.<\/li>\n\n\n\n<li>Row 1 contains the column names (headers).<\/li>\n\n\n\n<li>Each member is on one line only.<\/li>\n\n\n\n<li>You review spellings and email addresses before upload.<\/li>\n<\/ol>\n\n\n\n<p>If one row is invalid,&nbsp;the import is blocked and nothing is saved.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105848.png\"><img loading=\"lazy\" decoding=\"async\" width=\"710\" height=\"319\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105848.png\" alt=\"\" class=\"wp-image-3584\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105848.png 710w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105848-300x135.png 300w\" sizes=\"(max-width: 710px) 100vw, 710px\" \/><\/a><figcaption class=\"wp-element-caption\">Import CSV dialog opened before any file is uploaded<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"required-file-schema\"><strong>Required file schema<\/strong><\/h2>\n\n\n\n<p>Use these header names in your CSV file.&nbsp;Header names are case-insensitive,&nbsp;but wording must match the list below.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Column header<\/th><th>Required<\/th><th>Purpose<\/th><\/tr><\/thead><tbody><tr><td><code>lastname<\/code><\/td><td>Yes<\/td><td>Member family name<\/td><\/tr><tr><td><code>givenname<\/code><\/td><td>Yes<\/td><td>Member first name<\/td><\/tr><tr><td><code>email<\/code><\/td><td>Yes<\/td><td>Main email\/login address<\/td><\/tr><tr><td><code>address<\/code><\/td><td>No<\/td><td>Mailing or contact address<\/td><\/tr><tr><td><code>licence<\/code><\/td><td>No<\/td><td>License number<\/td><\/tr><tr><td><code>phone1<\/code><\/td><td>No<\/td><td>Main phone number<\/td><\/tr><tr><td><code>cell1<\/code><\/td><td>No<\/td><td>Main mobile number<\/td><\/tr><tr><td><code>phone2<\/code><\/td><td>No<\/td><td>Secondary phone number<\/td><\/tr><tr><td><code>cell2<\/code><\/td><td>No<\/td><td>Secondary mobile number<\/td><\/tr><tr><td><code>birthday<\/code><\/td><td>No<\/td><td>Date of birth<\/td><\/tr><tr><td><code>addinfo_1<\/code>,&nbsp;<code>addinfo_2<\/code>,&nbsp;<code>addinfo_12<\/code>&#8230;<\/td><td>No<\/td><td>Additional information slots (the number identifies which slot is filled)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Important:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>Do not add extra headers that are not in this list.<\/li>\n\n\n\n<li>addinfo_&nbsp;headers must end with a positive number (addinfo_1,&nbsp;addinfo_2,&nbsp;addinfo_12, etc.).<\/li>\n\n\n\n<li>If required headers are missing, import is blocked.<\/li>\n\n\n\n<li>Extra columns are rejected in this import tool.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"647\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003.png\" alt=\"\" class=\"wp-image-3586\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003.png 1002w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-300x194.png 300w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-768x496.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/a><figcaption class=\"wp-element-caption\">CSV template with valid headers only<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Where to find the additional infos Identifier<\/strong><\/h2>\n\n\n\n<p>When displaying any member&#8217;s details in the right panel, tab &#8216;Details&#8217; get the number in front of the field. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/1-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"599\" height=\"802\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/1-2.png\" alt=\"\" class=\"wp-image-3447\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/1-2.png 599w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/1-2-224x300.png 224w\" sizes=\"(max-width: 599px) 100vw, 599px\" \/><\/a><figcaption class=\"wp-element-caption\">Right panel &#8211; Member details<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-create-the-file-in-excel-or-similar\"><strong>How to create the file in Excel (or similar)<\/strong><\/h2>\n\n\n\n<p>Open a blank worksheet and place the allowed headers in row 1.&nbsp;Then enter one member per row.&nbsp;Keep values clean and consistent, especially names, emails, license numbers, and any addinfo_ values.<\/p>\n\n\n\n<p>When ready:<\/p>\n\n\n\n<ol class=\"wp-r_indent50\">\n<li>Use&nbsp;File &gt; Save As.<\/li>\n\n\n\n<li>Choose CSV format (CSV UTF-8&nbsp;is recommended when available).<\/li>\n\n\n\n<li>Save and close the file.<\/li>\n<\/ol>\n\n\n\n<p>If your spreadsheet software asks about keeping only the active sheet or CSV limitations,&nbsp;confirm and continue.&nbsp;That is normal for CSV exports.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"846\" height=\"308\" data-id=\"3588\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-1.png\" alt=\"\" class=\"wp-image-3588\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-1.png 846w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-1-300x109.png 300w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-105737-1-768x280.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/a><figcaption class=\"wp-element-caption\">Excel sheet with headers in row 1 and sample rows<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/How-to-export-each-sheet-as-CSV-in-Excel-01.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"362\" data-id=\"3590\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/How-to-export-each-sheet-as-CSV-in-Excel-01-1024x362.png\" alt=\"\" class=\"wp-image-3590\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/How-to-export-each-sheet-as-CSV-in-Excel-01-1024x362.png 1024w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/How-to-export-each-sheet-as-CSV-in-Excel-01-300x106.png 300w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/How-to-export-each-sheet-as-CSV-in-Excel-01-768x271.png 768w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/How-to-export-each-sheet-as-CSV-in-Excel-01.png 1226w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/a><figcaption class=\"wp-element-caption\">Save as CSV<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"import-steps-in-airsupervision\"><strong>Import steps in AirSupervision<\/strong><\/h2>\n\n\n\n<p>From the Members List page:<\/p>\n\n\n\n<ol class=\"wp-r_indent50\">\n<li>Click the&nbsp;Import CSV&nbsp;button.<\/li>\n\n\n\n<li>Click&nbsp;Upload CSV&nbsp;and choose your file.<\/li>\n\n\n\n<li>Review the preview table and warning icons.<\/li>\n\n\n\n<li>If no blocking issue remains, click&nbsp;Import.<\/li>\n<\/ol>\n\n\n\n<p>The&nbsp;Import&nbsp;button is shown only when a file is selected.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"647\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-1.png\" alt=\"\" class=\"wp-image-3593\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-1.png 1002w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-1-300x194.png 300w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110003-1-768x496.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/a><figcaption class=\"wp-element-caption\">Dialog buttons showing Import available after file upload<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"understanding-warnings-and-blocked-imports\"><strong>Understanding warnings and blocked imports<\/strong><\/h2>\n\n\n\n<p>The preview step is there to protect your live data.&nbsp;If the system detects a problem,&nbsp;it shows a message and blocks the final import.<\/p>\n\n\n\n<p>Common blocking messages include:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>Unauthorized column(s)<\/li>\n\n\n\n<li>Missing required column(s)<\/li>\n\n\n\n<li>Malformed CSV row(s) (wrong number of columns)<\/li>\n\n\n\n<li>Import blocked: unresolved CSV issues<\/li>\n<\/ul>\n\n\n\n<p>During detailed row validation&nbsp;(before saving),&nbsp;you may also see messages such as:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>Line X: lastname, givenname and email are required<\/li>\n\n\n\n<li>Line X: email is not valid<\/li>\n\n\n\n<li>Line X: phone\/cell is not valid<\/li>\n\n\n\n<li>Line X: license is not valid<\/li>\n\n\n\n<li>Line X: duplicates another line in the same file<\/li>\n\n\n\n<li>Line X: member already exists (name, email or license)<\/li>\n<\/ul>\n\n\n\n<p>If any of these checks fail:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>The system returns an error stating that nothing has been saved.<\/li>\n\n\n\n<li>No row is inserted until all rows comply.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110542.png\"><img loading=\"lazy\" decoding=\"async\" width=\"545\" height=\"339\" data-id=\"3594\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110542.png\" alt=\"\" class=\"wp-image-3594\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110542.png 545w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110542-300x187.png 300w\" sizes=\"(max-width: 545px) 100vw, 545px\" \/><\/a><figcaption class=\"wp-element-caption\">Preview row showing warning icon(s) on problematic value(s)<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110505.png\"><img loading=\"lazy\" decoding=\"async\" width=\"375\" height=\"290\" data-id=\"3595\" src=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110505.png\" alt=\"\" class=\"wp-image-3595\" srcset=\"https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110505.png 375w, https:\/\/www.airsupervision.com\/wp-r\/wp-content\/uploads\/2026\/02\/Capture-decran-2026-02-28-110505-300x232.png 300w\" sizes=\"(max-width: 375px) 100vw, 375px\" \/><\/a><figcaption class=\"wp-element-caption\">Error popup explaining why import is blocked<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"success-result-and-what-happens-next\"><strong>Success result and what happens next<\/strong><\/h2>\n\n\n\n<p>When everything is valid,&nbsp;the system imports the file and confirms how many members were added.&nbsp;After success,&nbsp;the dialog closes and the members grid is refreshed to show the new records.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"practical-checklist-for-admin-staff\"><strong>Practical checklist for admin staff<\/strong><\/h2>\n\n\n\n<p>Before upload:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>Use only approved headers.<\/li>\n\n\n\n<li>Confirm required fields are filled on every row.<\/li>\n\n\n\n<li>Remove columns that are not part of this import tool.<\/li>\n<\/ul>\n\n\n\n<p>Before clicking Import:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>Review the preview.<\/li>\n\n\n\n<li>Resolve any warning\/blocking message first.<\/li>\n\n\n\n<li>After each file modification, click on the button &#8216;Reload file&#8217; to apply changes and verify if all rows comply.<\/li>\n<\/ul>\n\n\n\n<p>After import:<\/p>\n\n\n\n<ul class=\"wp-r_indent50\">\n<li>Confirm new members appear in the grid.<\/li>\n\n\n\n<li>Open a few profiles to verify key fields (name, email, license).<\/li>\n<\/ul>\n","protected":false},"featured_media":0,"parent":3397,"menu_order":8,"template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/3398"}],"collection":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/types\/docs"}],"version-history":[{"count":14,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/3398\/revisions"}],"predecessor-version":[{"id":3596,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/3398\/revisions\/3596"}],"up":[{"embeddable":true,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/3397"}],"next":[{"title":"More Tools for Selected Members","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/members-center\/more-tools-for-selected-members\/","href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/3425"}],"prev":[{"title":"Add a Member Quickly","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/members-center\/add-a-member-quickly\/","href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/3418"}],"wp:attachment":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/media?parent=3398"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/doc_tag?post=3398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}