This guide will help you create a member data file for 10KC. Follow these simple steps to ensure a successful upload.

File Requirements

Your file must:

• Be saved as a CSV file
• Use UTF-8 encoding
• Include a header row with matching the field names (explained below)
• Contain no quotes (") in column headers
• Contain only one sheet

Creating Your File

Using Microsoft Excel

1. Open Excel and create a new spreadsheet
2. Add your column headers (see Required Fields below)
3. Enter your member data
4. Save as CSV:
   • Click File → Save As
   • Choose "CSV (Comma delimited) (*.csv)" as the file type
   • Click Save

Using Google Sheets

1. Open Google Sheets and create a new spreadsheet
2. Add your column headers (see Required Fields below)
3. Enter your member data
4. Export as CSV:
   • Click File → Download → Comma-separated values (.csv)
   • The file will download to your computer

File Requirements

Your file must:

• Be saved as a CSV file
• Use UTF-8 encoding
• Include a header row matching the field names below
• Contain no quotes (") in column headers
• Contain only one sheet
• No special characters are used in names or emails

Required Fields

Review the guide for your organization type:

Enterprise

Industry Organizations

Academic

FAQ

Q: How do I know which fields to include beyond the required ones?

• Start with the required fields, then add recommended fields based on your organization's guide. Each additional field improves matching quality and reporting capabilities.

Q: What if my HRIS or CRM export doesn't have the required field?

• Look for the closest equivalent in your HRIS or CRM system.

Q: Should I keep my column headers consistent over time?

• Yes, maintaining the same column headers is critical. Changing headers requires remapping data fields and can cause upload issues. Set up your export template once and reuse it for future uploads.

Q: What are the benefits of importing member data? A: Importing member data helps:

• Create better matches through detailed profile information
• Reduce user drop-off by pre-loading profile data
• Maintain accurate, up-to-date member information
• Automate member invitations
• Enable retention analysis reporting after 3-6 months

Q: What security measures are in place? A: 10KC provides enterprise-grade security:

• SOC 2 Type II certified and ISO 27001 compliant
• Data encryption in transit (TLS 1.2) and at rest (AES-256)
• GDPR compliant
• Regular third-party security audits
• Hosted on Google Cloud infrastructure
• Comprehensive access controls with VPN, firewall, and 2FA
• Limited administrator access with mandatory background checks

For detailed security information, visit our Security and Compliance page at trust.tenthousandcoffees.com or email security@tenthousandcoffees.com.

Need help? Contact our support team at support@10kc.com