These steps are only for orgs still in the onboarding process.
Creating the Membership Database Spreadsheet
In the left navigation menu, click Help & Training > Deployment Dashboard.
Scroll down and click the IMPORT MEMBERS header to expand the section.
Click Download Excel Template.
Open the spreadsheet and transfer your membership database into it.
DO NOT edit or remove the headers or add extra columns. If you'd like to include additional data, please reach out to the Deployment team.
Data for all columns with a red header is REQUIRED for every member.
Member First Name
Member Last Name
Gender
Date of Birth
If using Excel, you can select column headers to see more details about the field.
Columns A-Q all relate to the Member or child. Columns from R on relate to the Account or parent(s).
When finished adding your data, save the spreadsheet in .CSV format.
Uploading Membership Database
From the left navigation menu, click Help & Training > Deployment Dashboard.
Scroll down and click IMPORT MEMBERS to expand the header.
Click Attach File to Send to Your Coach.
Locate the spreadsheet file where you saved it and double-click it (or click it once and then click Open).
Click Send File.
Upon completion, the Deployment staff verifies and imports the data and marks the task complete in the Deployment Dashboard.