HelpGetting started and migrationCSV and Excel import step by step
Getting started and migration

CSV and Excel import step by step

How to safely import participants and guardians from your own spreadsheet.

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For whom

Club admin preparing data import from Excel or CSV.

Number of steps

4 steps

Steps

1

Prepare the file in a simple layout

The safest approach is one row per participant. If there are multiple guardians, use a clear column split or a separate relations sheet.

2

Verify the critical fields

Before import, clean duplicate emails, phone numbers, and inconsistent group names.

3

Map the columns to system fields

During the import, map the columns to participant, guardian, and group fields. Pay special attention to family relations.

4

Verify the result in the participant list

After import, spot-check random records: personal data, guardians, groups, and basic statuses.

Important notes

  • If the data quality is uneven, two smaller imports are often safer than one large import that is hard to review.