Importing and Exporting Club Members

Welcome to the guide for importing and exporting club members! In this article, we explain how you can easily add or update club members via a CSV file (Comma Separated Values). This file allows you to quickly import multiple members at once into the club, send them invitations, and also export your entire member database from Cyql.

1 CSV Template:

To simplify the process of importing club members, we offer a CSV template that you can use to enter your members. The file contains three columns for the required data: first name (firstname), last name (lastname), and email address (email). The template can be downloaded via the dashboard, as described in Chapter 2, Step 1.

• CSV file: A file in which your members' data is stored. The CSV format is a simple text format in which data is separated by commas.
• Field-specific data: The fields that can be imported are:
  • First name (firstname)
  • Last name (lastname)
  • Email address (email)

2 Importing club members:

Step 1: Download the CSV template via the dashboard

• Go to the Members section in the Cyql dashboard.
• Click on the Invite members button and then choose Upload a .csv file.
• In this screen, you can download the CSV template.

Step 2: Fill in the member data in the CSV file

• Open the CSV file in a program such as Microsoft Excel, Google Sheets, or another spreadsheet software.
• Enter your club members' details into the appropriate columns:
  • firstname: Enter the member's first name.
  • lastname: Enter the member's last name.
  • email: Enter the member's email address (check that the email addresses are correct to avoid errors).

Step 3: Upload the CSV file

• After entering the data, save the file in CSV format (.csv).
• Go to the Members section in the Cyql dashboard.
• Click on the Invite members button and then choose Upload a .csv file.
• Select the file you saved and click Upload.
• The system will process your data and provide an overview of all the club members to be imported.
• Click on Send invitation to add the imported members and send them an invitation.

Step 4: Verify the imported members

• After importing, you can view the imported members in the Members section.
• Optionally, check if all members have been added correctly and verify that the information is accurate (first name, last name, email address).

3 Exporting club members:

Would you like to export a list of your club members to a CSV file? Follow these steps:

Step 1: Go to Member Management

• In the Cyql dashboard, go to the Members section.

Step 2: Choose Export

• Look for the Export option and click on it.
• Select the data to be exported, such as first and last names and email addresses.
• Click on Export Members and the system will automatically generate a CSV file with the desired data of all your club members.
• The file will be downloaded to your computer.
• You can now open this file with a spreadsheet program such as Excel or Google Sheets to view the data.

We hope this guide has helped you with importing and exporting club members. If you have any questions or issues, feel free to contact our support team at [email protected].