INTRODUCTION
Feature Summary: Add members with the bulk import tool.
Use Cases: Save time by quickly adding a large number of new members. This feature is for clubs that are new to CourtReserve and want to transfer player records from an old system.
PREREQUISITES
Learn how to properly configure the Excel template.
Open the template file and read the Instructions sheet. The instructions show system users how to enter and format data. If you have questions, reach out to our team at support@courtreserve.com.
SETUP REQUIREMENTS
It is not possible for system users to bulk import a list of members to their CourtReserve account. Instead, system users fill in a template and then ask the CourtReserve support team to complete the import.
The recommended flow is as follows:
Download the Excel template file.
Create a sample by adding 3-5 rows of records. Be sure to follow the instructions when entering and formatting the data. Small errors can cause import errors.
Ask the CourtReserve support team (support@courtreserve.com) to test the sample. Use the support team's feedback to fix errors.
Add the rest of the records to the file.
Submit the complete file to the support team, which will attempt to import the records.
After the import job completes, the system user can send a Welcome Email to the players. That message shows members how to log in to the member portal.
The support team will not import players into an account until the system user/club is a paying customer. Please note that only one import will be done for an organization.
VIDEO TRAINING & RELATED WEBINARS
Learn how to add records to the bulk import template.