How to import users into Playtomic Manager

In this article, we will explain how to import customers from your database into Playtomic Manager.

Necessary Information for Import

Below is a list of the necessary and unique information for each column that you need to provide. Additionally, some parameters to be taken into account are explained.

Excel Document Preparation

🎾 You need to create the following columns in an Excel document to add the available information about your customers:

• name*: user's name
• email*: user's email
• phone_number: user's phone number. It must include the international prefix of the country (e.g., for Spain, it is 34). This should be the prefix of the country where your Club is located, not the players'.
• gender: user's gender (male or female)
• birthdate: user's date of birth in the format year-month-day.
• category_name: the category must be already created in the system before importing and must match the exact name of the category.
• category_expires: the expiration date of the user category in the format YYYY-MM-DD. This date cannot be earlier than the current date, otherwise the customers will not be able to take advantage of any privilege.

🚨 The fields marked with an * are mandatory for the import. You can leave the other columns blank, but do not delete the header or the column, as you will get an error when importing.

Converting the Document to CSV Format

🎾 Once you complete all the information, you will have to convert the document to CSV format (Comma-Separated Values). We recommend using Google Sheets to perform this action. Please follow these steps:

1. Copy all the information.
2. Select "paste special".
3. Choose "values only".

Then, from the same document:

1. Click on "download".
2. Click on "Comma separated values".

The system will automatically download a file in the CSV format.

Importing Data into Playtomic Manager

Once the data is converted into the CSV document, go to Playtomic Manager to start the import:

1. Go to "Customers" > Imports
2. Click on "New Import"
3. Select "Customers" and click on Next
4. Upload the CSV file and click on Next
5. Fix Broken lines if requested

If there are any errors during the import, you can view the system instructions by clicking on "Download error rows".

💬 Need Help?

If you have any questions or need further assistance, don't worry! 😊 You can always contact us through the live chat. We're here to help!