{"id":"6374233885e9c215aabc7873","title":"Bulk Load","path":"how-to/committee/member-admin/bulk-load","contentMarkdown":"# The Member Bulk Load process\n\nMember Bulk Load is at [Admin → Members → Member Bulk Load](https://ngx-ramblers.org.uk/admin/members/member-bulk-load \"{{siteUrl}}\") on your site ([/admin/members/member-bulk-load](https://ngx-ramblers.org.uk/admin/members/member-bulk-load \"{{siteUrl}}\")).\n\nThere are two ways to bring Ramblers members into Member Admin. Use the tab that matches how your group receives data:\n\n- Insight Hub Import — you download Full List.xlsx from Insight Hub and upload it.\n- Ramblers Team Emails — NGX pulls the current supporter snapshot for your configured team codes. No spreadsheet.\n\nThe other tabs (Upload History, Manage History, Member Sync Notifications) are shared: they show what happened on either path, let you tidy old sessions, and control who is emailed after a load.\n\n## Insight Hub Import\n\nThis is the spreadsheet path Membership Secretaries have used since September 2020.\n\n1. In [Insight Hub](https://insight.ramblers.org.uk), open [Explore / Membership / Membership Secretaries V4 / FullList](https://insight.ramblers.org.uk/#/views/MembershipSecretariesV4-AZURE/FullList).\n2. Download the file named **Full List.xlsx**.\n3. On the **Insight Hub Import** tab, click **Browse for member import file**, choose that file and click **Open**, or drop it on **Or drop file here**.\n4. The file is loaded as soon as you choose it. You do not need a separate Upload click.\n\nIf a row does not match an existing member by membership number, a new member is created with membership number, forename, surname, postcode, private email, telephone and expiry date.\n\nIf the member matches by membership number, the expiry date is updated. Other fields are only updated when they are blank on your site, so a value a member (or you) has already set in NGX is not overwritten by a later Insight Hub file.\n\nIf the load succeeds, mailing list updates run automatically. If anything fails, open **Upload History** and set Member Action to **Error**.\n\n![](https://ngx-ramblers.org.uk/api/aws/s3/site-content/91987cad-c1e9-4fe8-bb20-0a19c3cb3fee.jpeg)\n\n*The Insight Hub Import tab: browse for Full List.xlsx or drop the file on the zone.*\n\n## Ramblers Team Emails\n\n> **Ramblers Team Emails is not available yet.** Head office is aiming for around October. Until then, use **Insight Hub Import**. The screens below show how the tab will work once it is switched on for your site.\n\nUse this tab when Ramblers Team Emails is enabled for the site ([System Settings → External Systems](https://ngx-ramblers.org.uk/admin/settings/system-settings?tab=external-systems \"{{siteUrl}}\") → Ramblers Team Emails). There is no file to download.\n\nClick **Sync supporters now**. NGX pulls a full supporter snapshot for each configured team code and reconciles it into Member Admin. It is a full snapshot each time, not a list of changes since last time.\n\nMatching uses member reference, contact ID, membership number and email. The snapshot can include members, volunteers, Wellbeing Walkers and contacts without membership numbers. Fields the API does not return stay as they are on your site. People who are not in this snapshot are not prepared for apply; they still show as not received in the last bulk load.\n\nWhile the run is in progress you will see **Syncing...**, a progress bar, and a log of each team code. When it finishes, the button returns to **Sync supporters now** and a success line summarises mailing list updates. Open **Upload History** to inspect the session.\n\n![](https://ngx-ramblers.org.uk/api/aws/s3/site-content/bb39fe9e-8b34-4422-b2dc-8a0f70843b4f.png)\n\n*A sync in progress: the button shows Syncing..., with a progress bar and a log of each team code.*\n\n![](https://ngx-ramblers.org.uk/api/aws/s3/site-content/51074888-5dbe-4bc7-9802-f94f0200d17b.png)\n\n*The Ramblers Team Emails tab after a completed supporter sync.*","contentHtml":"

The Member Bulk Load process

\n

Member Bulk Load is at Admin → Members → Member Bulk Load on your site (/admin/members/member-bulk-load).

\n

There are two ways to bring Ramblers members into Member Admin. Use the tab that matches how your group receives data:

\n\n

The other tabs (Upload History, Manage History, Member Sync Notifications) are shared: they show what happened on either path, let you tidy old sessions, and control who is emailed after a load.

\n

Insight Hub Import

\n

This is the spreadsheet path Membership Secretaries have used since September 2020.

\n
    \n
  1. In Insight Hub, open Explore / Membership / Membership Secretaries V4 / FullList.
    2. \n
  2. Download the file named Full List.xlsx.
    3. \n
  3. On the Insight Hub Import tab, click Browse for member import file, choose that file and click Open, or drop it on Or drop file here.
    4. \n
  4. The file is loaded as soon as you choose it. You do not need a separate Upload click.
    5. \n
\n

If a row does not match an existing member by membership number, a new member is created with membership number, forename, surname, postcode, private email, telephone and expiry date.

\n

If the member matches by membership number, the expiry date is updated. Other fields are only updated when they are blank on your site, so a value a member (or you) has already set in NGX is not overwritten by a later Insight Hub file.

\n

If the load succeeds, mailing list updates run automatically. If anything fails, open Upload History and set Member Action to Error.

\n

\"\"

\n

The Insight Hub Import tab: browse for Full List.xlsx or drop the file on the zone.

\n

Ramblers Team Emails

\n
\n

Ramblers Team Emails is not available yet. Head office is aiming for around October. Until then, use Insight Hub Import. The screens below show how the tab will work once it is switched on for your site.

\n
\n

Use this tab when Ramblers Team Emails is enabled for the site (System Settings → External Systems → Ramblers Team Emails). There is no file to download.

\n

Click Sync supporters now. NGX pulls a full supporter snapshot for each configured team code and reconciles it into Member Admin. It is a full snapshot each time, not a list of changes since last time.

\n

Matching uses member reference, contact ID, membership number and email. The snapshot can include members, volunteers, Wellbeing Walkers and contacts without membership numbers. Fields the API does not return stay as they are on your site. People who are not in this snapshot are not prepared for apply; they still show as not received in the last bulk load.

\n

While the run is in progress you will see Syncing..., a progress bar, and a log of each team code. When it finishes, the button returns to Sync supporters now and a success line summarises mailing list updates. Open Upload History to inspect the session.

\n

\"\"

\n

A sync in progress: the button shows Syncing..., with a progress bar and a log of each team code.

\n

\"\"

\n

The Ramblers Team Emails tab after a completed supporter sync.

\n"}