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      Instructions to Upload a Member File

      Step-by-step guide on downloading, completing, formatting, uploading, and verifying a member file through the platform's company settings.

      Screenshot 2024-07-11 at 12.15.57

      1. Access Company Settings:

        • Log in to the platform.
        • Navigate to the Company Settings.

      2. Import Members:

        • On the left side menu, select the bottom tab labeled Upload member file.

      3. Download Example File:

        • Click on the example file link provided on the Upload member file page.
        • Download the example file to your computer.

        Screenshot 2024-07-11 at 12.13.37

      4. Fill Out the User Import File:

        • Open the downloaded file.

        • Fill in the following details for each member:

          1. Email Address: Enter the email address to be used for the invitation.
          2. First Name: Enter the member's first name.
          3. Last Name: Enter the member's last name.
          4. Full Legal Name: Enter the member's full legal name as it appears on their passport or identity card.
          5. Street Address: Enter the member's street address.
          6. Zip Code: Enter the member's zip code.
          7. City: Enter the member's city.
          8. Country: Use the two-character country abbreviation (e.g., NL for Netherlands). A list of all country abbreviations is available on the same screen where you found the example file.
          9. Date of Birth: Enter the date of birth in the format DD/MM/YYYY.
          10. Birth City: Enter the member's birth city.
          11. Birth Country: Use the two-character abbreviation for the birth country.
          12. IBAN: (Optional) Enter the member's IBAN if available. This is only necessary if you plan to use the IBAN for payments such as dividends.

      5. Ensure Correct Formatting:

        • Verify that the date of birth is formatted correctly as DD/MM/YYYY.
        • Confirm that the two-character country abbreviations are used accurately.

      6. Import the File:

        • After ensuring all the information is correctly filled out and formatted, return to the platform.
        • Navigate back to the Import Members page.
        • Upload the completed user import file.

      7. Verification:

        • If the IBAN was provided, the system will perform a verification via a one-cent transaction to confirm the bank account details.

      By following these steps, you can successfully upload a member file to the platform.

       

      🎥 Video instruction:

      You can also watch the instructions via the video below:

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