If you are switching to CoachRx from TrueCoach, Trainerize, Bridge Athletic, EverFit, or any other coaching platform, you no longer have to add clients one at a time. The bulk CSV client import lets you upload your entire client roster in a single file and send invitations in one pass.
What you can do with bulk CSV import
Upload a CSV with up to your full client list and invite everyone at once.
Review and edit each row in CoachRx before submitting, so you can catch typos or fix missing emails before invitations go out.
Skip the intake form requirement if you are migrating clients who already finished onboarding on your previous platform.
Where to start
Log in to CoachRx on web (this flow is web-only).
Go to Clients in the top navigation.
Click the dropdown arrow next to Add client and choose Import from CSV.
Three-step import flow
Upload. Drop your CSV file or browse to it. CoachRx will parse the file and map the columns to client fields.
Review. Each row appears as an editable table. Fix any rows that show a validation warning (missing email, duplicate email, malformed name). Rows you do not want to import can be removed here.
Submit. Click Import. Invitations email out to every client and they appear in your Clients list with an "Invite Pending" badge until they accept.
What columns to include in your CSV
At minimum, every row needs:
First Name
Last Name
Email
Optional columns CoachRx can map automatically when present:
Phone
Date of Birth
Sex
Notes
Exporting your client list from another platform
Source Platform | How to Export |
TrueCoach | Settings > Clients > Export to CSV |
Trainerize | Clients > All Clients > Export > CSV |
Bridge Athletic | Athletes > Filter > Download CSV |
EverFit | Clients > ⋯ menu > Export |
Custom (Google Sheets, Excel) | File > Download > .csv (or Save As CSV in Excel) |
Once you have the file, open it in Google Sheets or Excel, rename the columns so they match the CoachRx field names above, then re-save as CSV before uploading.
What about training history and old workouts?
CSV import brings clients in. It does not migrate prior training history, completed workouts, or measurements from another platform. CoachRx starts a fresh history for each imported client. If preserving long-term history is critical, two options:
Keep a read-only export of the old data for your reference (PDF, CSV, or screenshots).
Email coachrxsupport@opexfit.com if you have a structured history file - we can advise on what is migrate-able on a case-by-case basis.
Common questions
Will my clients have to pay for the app? No. Their access is included in your CoachRx coach subscription. They sign up free.
Do my clients need an intake form? Not anymore. You can now add clients without assigning an intake form, which is the right choice for migrated clients who already onboarded with you elsewhere. See Intake Forms - Creating, Customizing & Managing.
What happens if a client already has a CoachRx account? The import will detect the existing email and skip duplicate accounts rather than creating a second one.
How big can the CSV file be? Hundreds of clients per file is fine. If you have 1,000+ clients, split the file into batches of a few hundred for faster processing.
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