If you have a smaller list of members or you do not want to upload a file, you can manually type or paste their info directly into Buzzbassador. This method skips the file upload and column mapping steps; you paste straight into a pre-built grid with the correct columns already in place.
[ LINK: How to import your pre-existing members (overview of both methods) ]
Before you start
Customize the "You've been imported" email: as soon as your import completes, Buzzbassador sends this email to every imported member (if the email is active). Make sure it is edited and ready before you start the import.
Decide which program to import into: imported members are assigned to a single program at import time, and the program's settings (codes, links, rewards) determine what each member receives. See the next section.
[ LINK: What is the "You've been imported" email and when is it sent? ]
What happens based on the program's settings
Imported members are added to one of your programs, and that program's section toggles determine what is generated for each member on import:
Referral codes enabled: the code you enter in the Referral Code column is created in Shopify, or linked if it already exists. The member's referral discount rate matches the program's setting.
Referral codes disabled: the code from the Referral Code column is saved on the member's profile but is not created in Shopify. If you turn referral codes on for the program later, saved codes are activated automatically.
Affiliate links enabled: members receive the program's chosen affiliate link type (BuzzLinks, UTM Affiliate Links, or Referral Code Links) automatically.
Discount codes enabled: members are set up with the program's shared discount code on import.
Rewards enabled: sales attributed to imported members trigger rewards based on the program's commission/discount/bonus settings.
Rewards disabled: members are still tracked, but no rewards are calculated on attributed sales. If you are not sure which program to pick, members can be moved to a different program later.
[ LINK: How To Configure Your Program Settings ]
[ LINK: How to move a member to a different program ]
Step 1: Open the import tool
In your Buzzbassador account, go to the Members page and click Import in the top right.
[ SCREENSHOT: Members page with the Import button visible ]
Step 2: Choose the program to import into
In the pre-import popup, select the program you want to import this set of members into. Your default program is listed first; click the dropdown to choose a different program.
Imported members are assigned to the selected program based on its current settings (see the section above for what each toggle controls). You can move members to a different program later if needed.
Click Continue.
[ SCREENSHOT: Pre-import popup with program selection dropdown ]
Step 3: Add member data to the grid
In the bottom section of the import popup, you will see a sheet-like grid with column headers (First Name, Last Name, Email, Referral Code, etc.). Paste your member data into the matching columns, or type each member's info row by row.
[ SCREENSHOT: Import grid with sample member data pasted in ]
Four columns are required:
First Name
Last Name
Email
Referral Code
All other columns (PayPal email, phone, social handles, and others) are optional. Any data that does not fit one of the available columns must be left out of the import.
A few notes on the Referral Code column:
Members with existing Shopify discount codes: paste each member's existing code into the Referral Code column. Buzzbassador will link to the existing code rather than creating a new one.
Members without an existing code: type the code you want each member to have. Buzzbassador will create the code on import (subject to the routed program's referral code settings).
When all of your data is in the grid, click Continue.
Step 4: Submit
Click Yes to confirm the import.
[ SCREENSHOT: Import confirmation popup ]
Step 5: Wait for the success email
Imports usually complete in a few minutes. You will receive an email from Buzzbassador when the import is done. In the meantime, you can leave the page; the import runs in the background.
Once complete, your imported members appear on the Members page, assigned to the program you selected. If the "You've been imported" email is active, members will receive the welcome email automatically.
[ LINK: Import Pre-Existing Members Method 1: Upload a File ]
[ LINK: How To Configure Your Program Settings ]
Notes:
This method is best for smaller imports (a handful of members at a time) since you have to manually type or paste each row.
For larger lists, Method 1 (file upload) is faster and includes a review step that catches data errors before submission.
Importing skips the application form entirely, so members do not go through the form-to-program routing flow; they are assigned directly to the program you choose at import time. Because of this, any custom form fields won't be collected for their profile.
