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Import a CSV or Excel spreadsheet

Prepare the columns of a CSV or Excel file, upload it to the CRM, fix the errors it shows and confirm the import once the rows are checked.

ClubBase team · Published · Updated

Who it is for
Team members with permission to import data into the studio.
What to prepare
A CSV in UTF-8 or an XLSX with one sheet, up to 2 MiB and 2,000 rows; values without formulas.

Steps

  1. Export the data you need and keep the column names in the first row.
  2. In the CRM, open the import, choose the data type and upload the file.
  3. Match the columns, review the rows and fix the errors shown.
  4. Confirm the checked import and open the added records in the CRM.

Result

Confirmed data is available in the right studio; errors are not hidden behind a success message.

If it did not work

Do not send the same file again until you have checked the status of the previous import. The schedule, message history and roles are not part of the current spreadsheet import.