Bringing in your members

GestiClub automatically matches a column whose heading is the name of one of its fields. All the work therefore consists of placing your data under the right headings. There are two ways to get them.

The template (in French) contains two sheets:

• Contacts: all the columns the import recognises automatically, arranged by part: the member, their club data, their billing, their two legal representatives and the company. Three example rows, in grey, show how to fill them in: an adult member, a child with their parents, their subscription and their discount, and a company. A comment on each heading recalls what to write there.
• Mode d'emploi: the rules of the file and the detail of each column.

Copy your data under the headings, replace the example rows and delete the columns you do not need.

Your file may only use some of these columns. Then ask GestiClub for a file that has exactly yours: show them in the contact grid, then export the grid.

1. 1In Contacts, click Choose columns and tick the columns that match those of your file.
2. 2Click Export › Export to Excel, leave Export all columns unticked, then click Execute.
3. 3In the downloaded file, erase the rows of the members already recorded and paste your data under the headings.

1. 1Choose columnson the right, above the grid.
2. 2A ticked columnit is shown in the grid and will be in the file.

1. 1Export all columnsunticked, the file only contains the columns displayed, in the same order.
2. 2Executedownloads the file.

Whether you start from the template or from your export, follow these rules:

• One row per member or per company, and the headings on the first row.
• Dates are written in the format 31.12.2010.
• Several values in the same cell are separated by a comma or a semicolon: "1ère équipe; Junior D".
• Groups and Functions are read in pairs: the first function goes with the first group. "1ère équipe; Junior D" and "Participant; Coach" make Sébastien Rossier a player of the 1ère équipe and the coach of the Junior D. An empty place means no function.
• Subscriptions and Discounts are read the same way: "Active member subscription; Junior subscription" with "; Sibling discount" gives the sibling discount to the junior subscription only.
• Subscriptions and discounts are written exactly as you named them in invoicing: the import cannot create them.
• The Entry date sets the start of the subscriptions: give each member's real arrival date. A member who arrived during the current season pays the registration fee.
• For a child, leave their email empty and fill in the Legal representative 1 and Legal representative 2 columns: the parents are created with them, and two siblings with the same parents share them.
• For a company, fill in the company columns and leave First name and Last name empty: a row that has a first name or a last name becomes a member.
• In an Excel workbook, GestiClub only reads the sheet displayed: save the file open on the sheet of your contacts.