Member import in detail
Most occasions begin with a spreadsheet: a guest list, an HR file, a ticket export, a delegate list. The member import is how that spreadsheet becomes the occasion's member list. The organiser uploads a CSV, maps columns to Sociana fields such as name, phone, email, employee code, city, zone and category, and assigns groups and roles from the data. Because groups can come straight from imported columns, group-scoped content works from day one without manual tagging. Imports power login models too: whitelists, employee codes and delegate IDs all depend on the file. Quality matters more than speed; duplicated phone numbers, inconsistent spellings of zones and missing groups are the usual causes of day-of problems. Do a trial import in a test occasion, review the unmatched rows, and keep the master file under version control. Updates can be re-imported for joiners and corrections, with a note of what changed.
How Sociana uses it
Imports are run from the admin panel's member area, with field mapping and group assignment. Delivery typically does this in the first days of configuration.
Example
A corporate meet imported employees with city and zone fields to drive regional agenda and poll scoping.