How to Import Beneficiary Lists


Click on Beneficiaries page from the main menu on the left of the page.

Click on the + Create button and then click on ^ Import

Either click on Add File Or Drag And Drop and select the file from your computer to import or drag and drop the file directly on to this area of the window.

Select from the Projects drop down list, which Project to add your list of beneficiaries.

Click on Import.

On the next page, check that all the column data is in alignment, and if so, click on Save.

You should receive a message saying the data has been verified. Click on Next to finalise the import process.

IMPORT TYPE 1 – When data has been collected on all members of the household

Please see Sample File 1.xlsx

IMPORT TYPE 2 – When only age and gender has been collected on household members

Please see Sample File 2.xlsx