Import Clients. Importing Clients Into STX

Transcription

1 Import Clients Importing Clients Into STX

2 Your Client List If you have a list of clients that you need to load into STX, you can import any comma-separated file (CSV) that contains suitable information. STX will add all of the clients that it can read. You may import clients even if you already have existing clients, however, duplicate clients will be imported along with new clients. Your file must have a header row that has an appropriate title (case sensitive) for each column. At a minimum, your file must contain the following 3 columns: firstname, lastname and gender. Additional optional columns are included in the list below. If your file has columns not allowed, title them as skip and they will be ignored. Columns with incorrect titles will also be ignored. Columns that May be imported (Header Row Names are case sensitive): First Name firstname Required Middle Name middlename Last Name lastname Required Address Line 1 addressline1 Address Line 2 addressline2 City city * State/Province state * Postal Code postalcode * Gender gender Required ** Address address Drivers License driverslicense Evening Phone Number eveningphone Daytime Phone Number daytimephone Cellular Phone Number cellphone Other Phone 1 Name otherphonename Other Phone 1 Number otherphone Other Phone 2 Name otherphonename2 Other Phone 2 Number otherphone2 Emergency Contact Name emergencycontactname Emergency Contact Phone emergencycontactphone Birth Date birthdate Client Profile Notes clientprofile General Notes generalnotes Booking Profile Notes bookingprofile Other Profile Name otherprofilename Other Profile Notes otherprofile Member ID membershipid House Charge Balance houseaccountbalance 2

3 The following 2 columns are required and you must have data in at least one of them for each client. It is OK to leave one of them empty, but not both. First Name firstname Required Last Name lastname Required * If a row has data in either or both city or state, the postalcode is required. City city * State/Province state * Postal Code postalcode * The following column is required. ** The only accepted values are M or Male for males and F or Female for females. Gender gender Required ** 3

4 4

5 An Example of a Properly Formatted CSV File Please note that this file contains the 3 required columns, has data in the city, state and postal code columns (or they are all empty), includes a first visit date column that is titled skip and has values of F and M in the gender column. All column headers are spelled correctly, are case sensitive and include no spaces. The client list you have to import may be in another format such as Address Book, Outlook, tab delimited text or Excel. You will need to reformat the data and save as a comma-separated text file (CSV) before attempting to import. Excel is the best application to do this reformatting, add and/or edit column headers and perform any necessary cleaning up of your client data. 5

6 Importing Clients into STX 1. Open Client: Client Cards and click Import Clients. 2. Navigate to and select the csv file. 3. If the clients are processed without error, click Import. Your clients are in STX. 6

7 Error Messages If you get one of these error messages after clicking Import you will need to edit your csv file, save and try again. You are missing at least one of the 3 required columns, firstname, lastname and gender, or they are titled incorrectly. You have a city on line 2, but no postalcode. Remove the city or add the postal code. You have a state on line 2, but no postalcode. Remove the state or add the postal code. You are missing both the firstname and lastname on line 2. You must have data in at least one of these columns for every client. You are missing one of these values on line 2: Male, Female, M or F 7