Step 1. Preparation
Before importing, you need to create all the target groups where you want to insert your customers.
Then prepare a spreadsheet in Excel following the following format:
| Column name | Value | Note |
| First name | John | Required |
| Surname | Smith | Required |
| Phone | 0908 000 000 | Required |
| john@zooza.sk | Required | |
| Date of birth | 14. 06. 2000 | Not required. The following formats are supported: DD. MM. YYYY a YYYY-MM-DD. Extra field – will be filled only if this field is enabled on the course |
| Full name | John Smith | Not required. Extra field – will be filled only if this field is enabled on the course |
| Address | 40 Union Street | Not required. Extra field – will be filled only if this field is enabled on the course |
| Note | Please put us in a group with Peter | Not required. Client’s note on his registration (not an internal note) |
| Group | Swimming. Thursdays at 2 pm with Mary | Not required. Text group identification to make your customer list easier to sort. |
| Location | Headquarters | Not required. Text identification of the location to make your customer list easier to sort. |
This means that you create a table in Excel that looks like this:
Save the prepared table in CSV format.
Step 2. Import
Please contact us (your assigned buddy or help desk) to finnish the import
