Using our template can help you get all of the data in the CourtReserve System. Send the required information on the excel / csv to us at firstname.lastname@example.org and we will import the info. Once the CourtReserve team completes your import then you can send out a WELCOME EMAIL and the residents will be set to login and reserve. You can CLICK HERE AND WATCH this one minute video on the import.
Above is an example of the excel template for importing on a FAMILY level. There are two tabs. One with instruction and one to put your data on.
If you have more than one Family Membership type then please use additional tabs at the bottom to list your different Membership Types and list of members. Please "name" your Membership Type the same as you named them in the CourtReserve system. For example: Individual Membership Gold or Family Membership Tennis
So the yellow indicates the REQUIRED information. The system will generate a Member # if you do not have one. No one can share the same email in CourtReserve so please only put the email for the Primary Member and leave the others blank if they do not have an email.
These next fields are required for a FAMILY Membership . Family ID needs to be the same number in order to group members of a family imported into the same family inside of the system. We need to also know the Status of the family member too.
Additional Columns for address, phone can be uploaded along with any custom field information like ratings etc.
If you are going to be Uploading Transactional Data please make columns and include the Following:
Next Payment Date (mm/dd/yyyy) format.
Start Date (if all imported accounts are active, no need to provide this)
Frequency (Monthly, Annually, Quarterly)
Any Balance Forwards or Balance Credits (negative numbers represent a credit)
You can CLICK HERE AND WATCH this one minute video on the import that will make sure you have the required information so we won't have to send your import back to you for more work 😉
Ask the Support team for the Import Template.
Email completed excel / cvs to us at email@example.com and we will import the info. Then you can send out a WELCOME EMAIL and the residents will be set to login and reserve.