Our opus1.io team can efficiently import your client data for you, saving time in your transition to opus1.io.

To begin importing your client data into opus1.io, send us a CSV file at support@opus1.io. An export from your current platform will do.

For best results, make sure to include columns with the following headers below. Having each line contain all the information below will yield better results, e.g. having the student (dependents) and parents (account managers) linked correctly.

Note:

  • Not all the columns are required - we will import what you send us.

  • If the data has duplicates, it will likely be imported and may need to be deleted manually.

  • Email addresses must to be unique as they are used as logins. Duplicated email addresses will not be imported.

  • You can either have the addresses broken down (Street, zip, city, state, country) in separate columns, or full in one column (student_full_address / parent1_full_address) and our import will break it down for you.

Column headers

student_first_name

student_last_name

student_email

student_gender

student_birthdate

student_full_address

student_street

student_zip

student_city

student_state

student_country

student_phone_1

student_phone_2

student_note

student_status

student_start_date

student_end_date

parent1_first_name

parent1_last_name

parent1_email

parent1_full_address

parent1_street

parent1_zip

parent1_city

parent1_state

parent1_country

parent1_phone_1

parent1_phone_2

parent1_note

parent2_first_name

parent2_last_name

parent2_email

parent2_full_address

parent2_street

parent2_zip

parent2_city

parent2_state

parent2_country

parent2_phone_1

parent2_phone_2

parent2_note


We can also create custom client attribute so you can add additional columns for custom attributes for example:

student_custom_level

student_custom_allows_use_of_photos

student_custom_school

student_custom_referrer

student_custom_allergies

student_custom_emergency_contact

etc.

Client Statuses

The following client status are currently supported:

  • Prospect (new)

  • Prospect (followup)

  • Prospect (trial)

  • Prospect (sleep)

  • Prospect (lost)

  • Client

  • Member

  • Lifetime Member

  • Member Lost

Note that Member and Member Lost are automatically assigned when a client has an active Subscription (Member) and when their last active subscription ends (Member Lost)

Account Managers / Dependents Relationships

In order for us to connect account managers and dependents they need to be specified as the following example highlights - In this example John Doe and Jane Doe are parents for Tom and Alice Doe and their accounts won't be duplicated.

Useful Resources:

If your parents' or students' names are together in one column, here's an article with guidance on splitting names into two columns.

https://www.timeatlas.com/split-names-excel/

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