Importing Member Data Into Your Hub

Customer Support
Customer Support
  • Updated
Preparing your member data for import into your Hub is one of the final steps when launching your new membership program. 

Step 1: Export Your Data

To segment your current members by their status, please send us separate files for each group (Active, Pending, etc) so we can upload and tag them accordingly in the Hub.
File Format Guidelines:
  • Data should be formatted as .csv, or .xls files.
  • Data should be separated into fields using columns or commas.
A csv file formatted with the information needed is attached to the end of this article. ⬇️ Please be sure to download the one that fits your type of Hub. If a field is not applicable, leave it blank, but still include it in the file. Required fields are marked with an asterisk (*)
 
If you’re unsure how to export your data, your data management software vendor can provide assistance.

Step 2: Transfer Data to Your Hub 

If your Hub includes private patient data, please upload the files directly into your Hub by following these steps:
 
  1. Log into your account at my.culturello.com. This step must be performed by one of the admins on the account.
  2. In the same web window, remove the current URL and type: my.culturello.com/manage/uploadpatientdata
  3. Name each file according to this format [yourpracticename_PATIENTSTATUS_PRHreport]
  4. Attach and upload the file.

Note: Patient data may only be transferred to the Hub in this manner if your Hub is not yet live. Please reach out to our support team for an alternative way to transfer data if your Hub is live.

For Employee or Partner data that is not HIPAA protected, please submit the csv file to us via email at support@culturello.com.

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