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Imports article

Importing Contacts from MemberPress

If you are using MemberPress on your WordPress site, Quill CRM can import all your MemberPress members directly — including their first name, last name, email, and membership levels. No API keys are needed since MemberPress runs on the same WordPress installation.

Prerequisites

  • The MemberPress plugin must be installed and active on the same WordPress site as Quill CRM.
  • MemberPress must have at least one member with a completed transaction.

If MemberPress is not active, this import source will not appear in the source list.

How to Import

  1. Go to Quill CRM → Contacts and click “Import”.
  2. Select “MemberPress” from the source list. Quill CRM will automatically connect to your MemberPress database and load your membership levels.
  3. Optionally, use the Filter by Membership selector to choose which membership levels to import (see below).
  4. Configure your Memberships to Lists Mapping and Memberships to Tags Mapping (see below).
  5. Set your Contact Profile options (lists, tags, status, update existing).
  6. Click “Import” to start.

Field Mapping

The following MemberPress fields are automatically mapped to Quill CRM contact fields:

Filter by Membership

The Filter by Membership option allows you to select which MemberPress membership levels to import. Only members with a completed transaction for the selected memberships will be imported.

  • If no memberships are selected, all members will be imported regardless of their membership level.
  • You can select one or more membership levels using the checkboxes provided.
  • Selected memberships appear as badges at the top, and can be removed by clicking the X button.

Memberships to Lists Mapping

MemberPress membership levels can be mapped to Quill CRM lists. For each membership level (e.g., Gold, Basic), you can:

  • Assign to (QuillCRM) — Choose one or more existing Quill CRM lists to add contacts to.
  • Auto Create — Automatically create a new Quill CRM list with the same name as the membership.

Contacts will only be added to lists for memberships they have a completed transaction for.

Memberships to Tags Mapping

MemberPress membership levels can also be mapped to Quill CRM tags. For each membership level, you can:

  • Assign to (QuillCRM) — Choose one or more existing Quill CRM tags to apply to contacts.
  • Auto Create — Automatically create a new Quill CRM tag with the same name as the membership.

Contacts will only receive tags for memberships they have a completed transaction for.

Duplicate Handling

Contacts are matched by email address. If a MemberPress member already exists in Quill CRM:

  • Update Existing enabled: The existing contact is updated with MemberPress data.
  • Update Existing disabled: The contact is skipped.