(last update 10/14/2022; gender now required, and expanded gender response options)
Batch Membership Options
The US Chess batch membership options allow you to submit many memberships at the same time. Payment for all memberships must be made in one single payment for the total combined amount of all purchased memberships.
Only US Chess affiliate users have access to batch membership options. Your user login for this site must be connected to a US Chess affiliate member, and the affiliate must have its own current US Chess affiliate membership.
NOTE: Memberships submitted through the importer may take up to 30 minutes to update in the membership database, as they are processed periodically.
Your Affiliate Dashboard
From your user dashboard, in the My Authorized Affiliates section, find the affiliate you're uploading on behalf of. (If it's not there, or if you don't have a My Authorized Affiliates section, ask another affiliate user to add you as an affiliate contact from their affiliate dashboard, or contact us for assistance.)
From the Affiliate Dashboard, you can access two different options for submitting a batch of memberships, both in the Affiliate Actions menu.
- Click Process Memberships to access the interactive web-based form for submitting a membership batch. As of July 2022, you can submit a maximum of 25 memberships using this form.
- Click Upload Membership Batch to upload a CSV file (spreadsheet) of memberships. It is very important that all your data exactly match the correct format. Continue reading below for full instruction on using this tool.
Batch Membership Uploader Instructions
From your affiliate dashboard, in the Affiliate Actions menu, click Upload Membership Batch. This will bring you to your batch uploader dashboard. From this screen, you can see any past batches you've uploaded using this tool. To start a new batch upload, click the Create New Batch Upload button.
Spreadsheet Fields
Please use either the Player Search page or the legacy MSA page to search for existing membership records, and ensure you have the right record before submitting the upload. The data for existing members must match what is in the rating server.
NOTE: If SKIP_DUP is set to 1, the system will not check for an existing duplicate membership. Instead, it WILL create a new member record. Please be VERY CAREFUL before using this field.
Field Name | Field Description | is Required | Additional details |
|---|---|---|---|
TYPE | Transaction Mode | Yes | R:Renew, N: New |
CODE | Membership Type code | Yes | |
SKIP_DUP | Create a new record even if a matching one is found | No | blank for no, 1 for yes |
ID | Member ID (External identifier) | Yes | Eight-digit numerical values only! |
FN | First Name | Yes | 30 characters max. |
MN | Middle Name | No | 30 characters max. |
LN | Last Name | Yes | 30 characters max |
SUFFIX | Suffix | No | |
ADD1 | Member Address 1 | No | 30 characters max. Will cause a warning if not entered. |
ADD2 | Member Address 2 | No | 30 characters max. Will cause a warning if not entered. |
CITY | Member Address City | No | 30 characters max. Will cause a warning if not entered. |
STATE | Member Address State | No | Valid two-character state abbreviations only! |
ZIP | Member Address Zip | No | |
COUNTRY | Member Address Country | No | |
BIRTHDAY | Member Birth Date | No | MM/DD/YYYY format |
GENDER | Member Gender | Yes | "1" for female, "2" for male, "5" for non-binary, "6" for "prefer not to say". |
Member Email | No | Double-check this! Address needs to be valid to set up online account access later. | |
HPHONE | Member Home Phone | No | Use "nnnnnnnnnn" format. No dashes, no phone numbers over 10 digits, no non-USA numbers.
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WPHONE | Member Work Phone | No | Use "nnnnnnnnnn" format. No dashes, no phone numbers over 10 digits, no non-USA numbers. |
FIDEID | Member FIDE ID | No | Use ratings lookup at FIDE.com if not certain. |
CHESSLIFESUB | Chess Life Subscription | No | Blank for none, "1" for one-year subscription, "2" for two-year subscription. |
CHESSLIFEKIDSSUB | Chess Life Kids Subscription | No | Blank for none, "1" for one-year subscription, "2" for two-year subscription. |
Date Format
Dates should be formatted in "YYYY-MM-DD" fashion. So, for example, July 24, 2022 would be entered as "2022-07-24".
what NOT to do
Do NOT attempt to save the batch in any format other than CSV.
Do NOT enter batches of more than 50 memberships at this time.
Do NOT include extra characters or spaces in the code fields.
Do NOT submit a name for an existing member that is different from what the rating server has. Members who want to change their name, or other key data, should be directed to their My Dashboard portal after logging into the website.
Spreadsheet template
You may click here to download a CSV template. NOTE: You must specifically save your completed batch as a CSV file before uploading.
(If you do not see the download immediately, please check your browser's security settings. Sometimes, a browser forces a user to manually approve a download.)
Member codes
IMPORTANT: Benefactor Life, Life, Family, Prison, and Blind memberships CANNOT be processed with this uploader. Anyone seeking to purchase those memberships should contact the Membership Department, membership@uschess.org. Also, USA-flagged GM and WGM title holders receive GM Complimentary memberships. Anyone seeking to apply a GM Complimentary membership should contact the Membership Department, membership@uschess.org. The membership types and durations indicated below can be submitted through the uploader.
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