Two Ways to Enter Member Data

1. Members can be entered individually from the "Member Entry" screen.
For accurate membership card printing ability, set the "Local Membership Year" dates to begin July 1 and end October 31.

2. The other option is to "batch upload" member data from an Excel spreadsheet. The format described below must be used. Click here to download the template.

Once members are entered into OMDR, they will receive a welcome email from PTA explaining the various resources, such as e-newsletters, on-line learning courses, offers from PTA partners and information on benefits available to PTA members.

Creating an Excel File for Upload

Excel files submitted for upload must be exactly the same as the template available for download. The template can be downloaded from the "Add Local Members Batch Upload" screen or click here.

The column names must be exactly the same as within the template. All column headings must be capitalized and in the same order as in the template. The worksheet name containing all the data must be set to Sheet1.

The header row must be intact (do not delete) for the upload.

Among the 22 fields that are required for uploading, 10 must have an entry (indicated by BOLDED font in the header row of the template). The other fields must exist but can be empty.

• Do not remove or alter header row.
• Columns in bold are required fields.
• Do not delete any columns.

Step 3. Save file to your computer.

Step 4. Browse for your file and upload - approx 15 minutes.

Step 5. Click on "Review File Upload Log for Errors" on main option screen. Make necessary adjustments to these records and repeat upload process for those that failed (or add these records one at a time.)

Many of the materials in this Web site are available in Adobe Acrobat PDF format. The Acrobat reader is a free download from Adobe Software.