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How do I export a list of memberships?

How to export a spreadsheet of your members' memberships, including plan, status, payment method and key dates.

From Contacts > Members you can export a spreadsheet of your members' memberships, showing their plan, status, payment method, and key dates. Filter the list first if you only want a subset, or leave it as is to export everyone.

  1. Go to Contacts in the left-hand menu and select Members.

  2. Filter the list to the members you want (optional — see Finding and filtering your members).

  3. Select Exports.

  4. Choose Export membership data.

  5. Select OK to confirm.

  6. Allow around 10 minutes for the file to generate, then open Exports > Recent exports and select Download.

The file downloads as an Excel spreadsheet with one row per membership, showing: Membership No, Status, Plan Name, Payment Method, Start Date, End Date, Next Fee, and Next Payment. Downloads expire once downloaded or after 2 days, so grab it promptly once it is ready.

Have more questions about exporting your data?

If you have a question that is not covered here, ask to talk to a member of the Customer Success team.

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