Both methods of importing data are not compatible with our “Similarity Scale” type question, so avoid adding this question type to your Intros club if you plan on integrating with Zapier OR uploading data using a CSV

It is also important to note that members will sign into their member profile via magic link sign-in using their email. With that, make sure to upload an email members will want to utilize for Intros matching.

Head to Zapier.com & choose the plan that best fits your organization

Add a new Zap named “[organization]’s Intros connection” (or whatever’s best for you, of course!)

In this example, I use a Typeform connection. In Zapier, simply search for the name of your app in the “trigger” block. Connect your Typeform account, and select “New Entry” so that the flow runs each time a new Typeform submission is sent in

Connect your Intros AI account to Zapier, and select “create new member”

Match each question from Typeform to its corresponding Intros AI matchmaking form question

Upon a successful test, you will see a sample member appear in your Intros club (this member is only temporary, and used to make sure you’ve properly connected your data)

Once your data is properly flowing, select “Publish Zap. You will then see the option to transfer any existing data, which is the perfect way to seamlessly transfer any members who have already filled out the Typeform

Both methods of importing data are not compatible with our “Similarity Scale” type question, so avoid adding this question type to your Intros club if you plan on integrating with Zapier OR uploading data using a CSV

It is also important to note that members will sign into their member profile via magic link sign-in using their email. With that, make sure to upload an email members will want to utilize for Intros matching.

Click into ‘Import Member Data (Optional)’ on the community checklist

Select “Import Members” and upload your CSV

In this step, you’ll map the data columns in your CSV to the corresponding data property in Intros

Note: Not all columns must be uploaded - the only necessary properties to include are First Name, Last Name, and Email. Otherwise, the CSV upload will not succeed.

Review member profiles to ensure your CSV data has mapped properly.

You can click in and review individual member profiles:

Scroll to the bottom of your previewed data, and select “Upload Members”. This upload your members to the Intros platform, it will not automatically enroll or invite them. View step two below for more information.