Club Importer Instructions
|Step 1||Log into Club Admin Home||Need help? Refer to this quick reference guide.|
|Step 2||Go to the Club Import Tab|
|Step 3||Click on the Start New Club Import button|
|Step 4||Select CSV file to be imported||
Please ensure that the CSV file matches these report requirements.
IMPORTANT do not open this file as the zeros from phone numbers will be dropped.
Please ensure your file is ONLY a CSV (Comma delimited) (*csv) format file. You will have issues with other types of CSV formatted files being imported.
|Step 5||Ensure file is acceptable & then click on Save button
||If the file is acceptable you will see a green circle to the left of the file name. If not, please remove file and ensure you have selected a CSV (Comma delimited) (*.csv) file.
Please then click on the Save button to initiate the file upload process.
|Step 6||Wait for the club import file to be ready to review||All club administrators will receive an email when the import file is ready for review.|
|Step 7||Click on Validated button||Your file upload is now ready to be actioned by your Club via Validated button. The records will not be written to the database at this stage.
This validation process can be done by any Club Administrator in your Club and can be done over a few login sessions.
Please take note of your Club’s Import ID as this is your job number which can be tracked.
|Step 8||Review Quarantined Records|
|Step 9||Review Duplicate Athlete Records|
|Step 10||Review Transfer Records|
|Step 11||Review Validated Records|
|Step 12||Resolve Action Required Records|
|Step 13||Review & Fix New Records|
|Step 14||Submit Import File to be written to the database|
For a detailed overview of each step and common issues that arise, please download and view the attached presentation.
How does the Club Importer Wizard flag entries in each stage?
The import wizard uses the following matrix as a guide to flag entries during each stage of the process. For example, an account that requires a transfer is flagged because the importer has matched a line on the import file with an existing account that has the same First Name, Last Name, Date of Birth and additionally exists already in another club.
Club Importer Error Messages & How to Resolve
Important: Please lodge a support ticket with your import file and a screenshot of the error message as an attachments if you cannot use the Club Importer.
You will not get most of these error messages or have data quality issues if you use the Validation Template to generate your club's import file.
Need more help? Please raise a support ticket.