1. Navigate to Bulk Imports
Go to Settings > Bulk Imports in your Clubworx dashboard.
Click + New Import and select Contacts.
2. Prepare Your Import File
Download the sample file:
contact_import_sample.csv.Use this template to enter up to 1,000 contacts.
If you need to import more than 1,000 contacts, split them across multiple CSV files and upload each file separately.
Required fields:
Type (e.g., Lead, Member, Prospect)
First Name
Last Name
Email Address
Tip: Review the Allowed Columns List before adding extra information to ensure proper formatting.
3. Upload Your CSV File
Click Choose File, browse to select your completed CSV file, then click Upload.
Once uploaded, you will receive an email notification prompting you to review your import.
Follow the link in the email to open the Contact Import Review page.
4. Map Your Columns
In the Map Columns tab, use the dropdown menus to ensure each column from your CSV is correctly mapped to the corresponding Clubworx field.
Click Confirm Mapping for each column pair, then click Confirm Mappings and Proceed to Next Step.
5. Review and Fix Any Issues
In the Review Import tab, carefully check the contact list.
Verify that email addresses, phone numbers, and other key information are correct.
Any errors will appear in red under the Error column.
Click the pencil icon to edit a contact.
Click the trash can icon to delete a contact from the import list.
6. Complete the Import
Once all information is correct, click Start Import.
When the process is complete, you’ll see the message Import Complete and your new contacts will be visible in your account.
And that’s it — your contacts are now successfully imported into Clubworx!
