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Importing members from Excel

Initial load of people and families from a spreadsheet with family and duplicate detection.

Where to find it: People → Import.

If you come from another tool or a spreadsheet, import everyone at once. The wizard recognises the columns, groups siblings into families and warns about duplicates.

How to do it

  1. Prepare an Excel or CSV with one row per person: first name, last name, date of birth, ID, email, phone, address and, optionally, team, member type and guardian data.

  2. In People → Import upload the file and check that each column is mapped to the right field.

  3. Review the preview: rows with the same guardian or the same contact email are grouped as a family.

  4. Confirm. Existing people (by ID or email) are updated instead of duplicated.

Keep in mind

  • Minors need a guardian: if the row includes the parent’s data, the relationship is created automatically.

  • You can also import IBANs for direct debit from Administration → Payment methods → Import IBAN.

  • The people limit depends on the plan.

Frequently asked questions

Which date format is accepted?

Day/month/year or year-month-day; the wizard detects it and shows it in the preview.

I made a mistake in an import

Created people can be deleted in bulk from the list filtering by creation date.

See also

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