Import members from another system

Question

Gym is moving from another software or spreadsheet. How should import be handled?

Steps

• Open Admin Migration Center and choose or create the import profile for people, memberships, payments, attendance, or catalog data.
• Prepare CSV/spreadsheet with clean columns: name, phone, email, client code, membership plan, dates, balance, source, and notes where applicable.
• Run validation preview first. Fix duplicate phones, invalid dates, missing plans, bad amounts, and unmapped columns before importing.
• Import in small batches for the first run and keep the archive/evidence file.
• After import, sample-check People, subscriptions, invoices/payments, tasks, and reports for a few known members.
• Use Audit Trail and import job detail to investigate rejected or partially imported rows.

Correct outcome

Imported data lands on correct person profiles with traceable job evidence, and staff do not start operations from dirty duplicate records.