How to import clients?

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
Email	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