Bulk Uploading Leads: Import from CSV

Overview

Uploading your client database into GymSales is made easy by using our CSV Importing function. This can be found within your People tab and is a simple method that allows you to create leads within GymSales and retain a whole range of important information.

The Steps

First things first, the file needs to be in a CSV UTF-8 format You will also need to ensure that the phone numbers in place do not have any special characters including spaces and are just numerical characters.

Incorrect format: (915) 555-1234

Correct Format: 9155551234

 If you are working with a large file, it is best to split it up to make the upload run faster. The recommendation is to run files no bigger than 2000 records at a time. There are multiple services online that can assist with splitting your existing file, we use http://filesplit.org/.

The fields that we can import are as follows:

    • First Name
    • Last Name 
    • First Name Last Name
    • Last Name First Name
    • Mobile Phone
    • Home Phone
    • Work Phone
    • Email
    • Address
    • City
    • State
    • Zip
    • Tags
    • Notes
    • Marketing Source
    • Contact Method
    • Salesperson
    • Status
    • Created Date
    • Trial Start Date
    • Trial End Date

Once your files are ready to go you can begin the CSV upload process, by using the Import from CSV option, which is found within the People tab.
If this button isn't visible, please reach out to our Support Team via this link. Afterward, you'll need to locate the file on your computer.


Now that you've uploaded the list you'll need to ensure that your column headers have matched up correctly with the available, import fields.
If they haven't automatically matched, you can go through and manually indicate the appropriate field by clicking the corresponding drop-down and selecting the correct field.

Next, you're going to review your CSV upload. This will flag any errors such as people without at least one form of contact information, invalid contact information, and duplicates.
If you have existing prospects that you were looking to update information for or add a tag please download the duplicates list and send this through to our Support Team here.

Once you've gone through the first 3 stages you'll now need to finalize your CSV upload. This screen provides you with further options to update any prospects who may be missing data, trigger specific Automated Items, or export to Membership Software.

  • Show the New Lead Indicator (Not suggested for importing a large number of records) 
  • Apply available Automated Items if required
  • Export to your Membership Software (If applicable)
  • Tag to everyone

Only utilize the following fields if not including in the import file

  • Apply a Contact Method to everyone
  • Apply a Marketing Source to everyone
  • Salesperson to everyone
  • Created Date for everyone

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