The Membership Coordinator will be automatically sent the membership list from National DSA weekly, on Thursdays. These files will come as a zip file and when unzipped will be a CSV file. While you can upload to Action Network frequently as you like, the easier thing to do is to upload once a month (at the end of the month).

This process will also require you to use the membership base in Airtable and to then download the refined table view as a CSV to upload into Action Network, but first you will need to do some preliminary clean up of the original file you receive from National.

Once you have the original CSV file you can open in the program of your choice that can read CSV files (Google Sheets, Excel, Numbers, etc).

Columns to Delete

There are some not very useful columns (for our purposes) that you can delete immediately; find and select the columns that are titled:

Do_Not_Call

p2ptext_optout

And delete selected columns.

You can also find and delete the column:

DSA_chapter

As this is a filter National uses to send us only the members in Suffolk County and is for us, extraneous information.

One final "clean up" is to the take the very first column:

AK_ID

And move it to the very last column. Now save this "cleaned up" CSV (and make sure it is saved as a CSV), with the prefix of MONTH YEAR - Membership List.

Upload to Airtable SCDSA Membership Base

This is the "cleaned up" CSV file you will upload into Airtable and from there you can then download a specific view as a CSV (for example; the Members in Good Standing view) and upload that into Action Network (and tag appropriately or as necessary).

These steps (preliminary clean up, upload into Airtable, and creating new CSV file from Airtable view) are necessary steps that must be done to the original cvs list sent from National DSA to the Membership Coordinator, as Action Network's tools would not allow for the refining that Airtable is able to do.