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Membership Roster Guidelines
Federation Membership Roster Guidelines (PDF, 106KB)
Please follow these guidelines for submitting a list of your members ("rosters"), which is required of all new Federation Partners via the agreement your organization signed. These instructions are only for this initial loading of your member information into the new system. Please note that this will be the last time you can submit member files. Once your member information from the roster is processed, your organization will be responsible for managing all your member data manually in the online membership data management system. You will be contacted about the system and next steps.
ROSTER FORMAT and IMPORTANT GUIDELINES
Rosters received without required fields or incomplete information will be returned for correction. Files that are not corrected within 24 hours will not be processed. Submit files as Excel attachments via email to Federation@uschamber.com. Data CANNOT contain double quotes. File should consist of primary contacts only (businesses should not have multiple contacts). Your list must be free of duplicate member ID numbers. We cannot accept full member lists from partners who have already submitted their rosters.
REQUIRED FIELDS FOR ROSTERS
Please ensure that your file includes all of the required fields prior to submission.
Your unique member ID for each individual record (required) Contact prefix (such as Mr., Ms., Col., etc.) Contact first name (required) Contact middle name Contact last name (required) Contact job title Company name (required) Street # and name (required) Street extra line City (required) State (required) ZIP (required) ZIP extension Phone (required-with area code) Fax (with area code) Email (required: an email column is required, though it is not necessary to have an email address for each account; each email address must contain an @ symbol) Special note: members without an email address will not receive a formal welcome or benefit updates
List questions? Email Dave Fedigan at Federation@uschamber.com or call (888) 732-5228.
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