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

The CSV Importing function consists of the following steps.

Prepare your CSV File
Begin the Upload Process
Populate Missing Data

Instructions for completing each step are provided below.

1. Prepare your CSV File

First things first: the file must be in a CSV UTF-8 format.

You must also ensure that the phone numbers in place are just numerical characters and do not have any special characters including spaces.

Correct
9155551234

Incorrect
(915) 555-1234

If you are working with a large file, it is best to split it up to make the upload run faster. We recommend running files no bigger than 2000 records at a time.

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/Prov
Zip/Postal
Tags
Notes
Marketing Source
Contact Method
Created Date
Status
Salesperson
Trial Start Date
Trial End Date
Sale At
External ID
SMS Opted Out
Email Opted Out
WhatsApp Opted Out

To indicate the SMS, Email, or WhatsApp Opted Out status, you can enter any of the following values.

To Opt OUT, enter any one of the following values:
true
t
yes
y
1

To Opt IN, enter any one of the following values:
false
f
no
n
0

2. Begin the Upload Process

Once your files are ready to go you can begin the 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.Stage 1: Choose File

Locate the file on your computer and then click Next .

Stage 2: Match Columns

Once 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.

Stage 3: Review

Check 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 for which you were looking to update information or add a tag, please download the duplicates list and send this through to our Support Team here.

Stage 4: Finalise

Once you've gone through the first three (3) stages, you must 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

3. Populate Missing Data

Only use the following fields if they are not included in the import file.

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