Table of Contents

A. Preparing CSV Files for Upload

Overview

Data file and template sources

Maintaining CSV file structure

Editing CSV files in a spreadsheet or text editor

Basic data checking

B. Predefined Data Fields

Overview

Company Data

User Data

Address data

Membership Data

C. Kavi Members Default Roles

D. Kavi Members Default Types

Company Types

Company Administration and Contact Types

User Types

E. Sample Company Data Files for the Upload Data Tool

Text editor view of CSV data file

Populate or add companies

Add companies with memberships

Edit companies

Edit companies to add memberships

Delete companies

F. Sample User Data Files for the Upload Data Tool

Populate or add users

Add users with memberships

Edit users

Edit users to add memberships

Delete users

G. Kavi Members Email Template Variables

Overview

Company Template Variables

Organization Template Variables

Membership Template Variables

User Template Variables

H. Upload Data Instructions for Add, Edit and Delete Actions

General instructions for all actions

Rules for 'add' actions

Populate the Kavi Members database

Add companies

Add users

Add new memberships

Rules for 'edit' actions

Edit companies

Edit users

Rules for 'delete' actions

Delete companies

Delete users