Preparing to import members
You can import existing member information into Frello to create profiles for all of your members. Before importing everyone, we recommend you get your member information ready so they can be imported seamlessly.
You will require the following information for each member:
First name
Surname
Email address
Current membership
Membership start date
Membership expiry date
Optional:
Contact phone number
Account credit balance
Amount owing/outstanding
Additional/custom info required for each member
This may be health info, emergency contacts, questions etc. Please note down this info and we can create the custom fields together during onboarding.
Setting up your CSV file
This information needs to be added to a CSV spreadsheet with each member per row with the relevant columns for the information you wish to import for your members.
It should look something like this:
Here is a CSV template you can download and use as a guide. During your onboarding meeting with one of our dedicated staff, we'll import this information to set up your member profiles in a few clicks!
To download this template, select File > Download > Comma Separated Values (.csv)