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Understanding Custom Registration/Profile Fields In A CSV Import File

Custom Registration/Profile Fields can be configured in your Dashboard with OptimizeMember. Each Custom Registration/Profile Field that you create, will be associated with a unique ID that you assign it. This is how OptimizeMember knows which Registration/Profile Field you’re referring to, whenever you perform an importation and/or mass update.

You can ONLY import Custom Registration/Profile Fields that have been previously defined in your Dashboard with OptimizeMember. If you attempt to import Custom Registration/Profile Fields that have NOT already been defined by your installation of OptimizeMember, they will simply be ignored (i.e. skipped over). Define Custom Registration/Profile Fields first please.

See: Dashboard -› OptimizeMember -› General Options -› Registration/Profile Fields.

Your Custom Registration/Profile Field values should be listed in alphabetical order, based on your Custom Registration/Profile Field IDs (i.e. values listed in the order of your alphabetized Custom Registration/Profile IDs). This is based on the Custom Registration/Profile Field IDs you’ve configured with OptimizeMember. See: OptimizeMember -> General Options -> Registration/Profile Fields. 

 

Here Is A Quick Example To Demonstrate How This Works

If I have three Custom Registration Profile Fields. One with a unique ID interests, and another with a unique ID t_shirt_size, and another with unique ID zipcode; this is how I would construct my CSV data for these fields (see the following example).

The interests column value comes first, followed by the next (in alphabetical order), t_shirt_size and then zipcode. In the following example with values filled in, the Custom Registration/Profile Field with ID interests is set to a value of fishing,biking,computers. The value of t_shirt_size is set to xx-large. The value of zipcode is set to 30052.

 

Further Information

If you have any trouble understanding this, please do a full export of all Users/Members with OptimizeMember, and then inspect OptimizeMember's CSV export file using a text editor (you can open CSV files in a text editor also). OptimizeMember's CSV export file is perfectly formatted for re-importation. If you have Custom Registration/Profile Fields configured with OptimizeMember, OptimizeMember will format those in your export file (just as it expects to receive them during importation). In other words, you can use s2Member’s export file as a guideline when building your own CSV import file.

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