Importing data is inherently challenging. Before we get started, please note:
- Our importer requires that you import First Name, Last Name, Email Address, Individual Member Plan, and Membership Expiry Date
- Your member's Email Address or Member Number is their unique ID, all data is imported attached to either the email address or the member number. Only use one of these fields in your importer to update existing members.
- Importing a new Email Address will create a new profile in SilkStart
- Importing an existing Email Address will update the corresponding profile within SilkStart
- Before you import, ensure that you have configured your network
Dates
SilkStart supports a variety of date formats, consistency is key. The follow table shows what formats are supported. Be aware that this is also the order in which data is interpreted:
Format |
Example |
yyyy/mm/dd |
2020/02/28 |
yyyy-mm-dd |
2020-02-28 |
yy-mm-dd |
20-02-28 |
yyyy-mmm-dd |
2020-Feb-28 |
yy-mmm-dd |
20-Feb-28 |
yyyy-mm-ddTHH:MM:SS |
2020-02-28T11:07:58 |
mmm dd yyyy |
Feb 28 2020 |
dd mmm yyyy |
28 Feb 2020 |
dd mmmm yyyy |
28 February 2020 |
dd-mmm-yyyy |
28-Feb-2020 |
dd-mmmm-yyyy |
28-February-2020 |
dd-mmm-yy |
28-Feb-20 |
mmm dd yyyy |
Feb 28 2020 |
If you have a date that can be interpreted in more than one format, the first will be used. So 2020-01-02 will be interpreted as yyyy-mm-dd.
Starter Template
To start you may want to download the starter spreadsheet and migrate your data into this template. You can find the starter spreadsheet by navigating to Settings > Import Data in your admin panel. Click on the Download Starter Spreadsheet button in the top right-hand corner to download the starter spreadsheet.
We HIGHLY recommend performing a sample import with a few lines of data first to ensure the import goes smoothly.
Once you are ready to import member data follow these steps:
- Login to the Admin Dashboard
- Go to Settings > Import Data
- Navigate to the bottom right corner and select Next: Upload
- Select Choose File and upload the completed template
- Check if all the columns will be assigned correctly in the database and plans are entered correctly. If you get any errors then re-upload the file.
- Navigate to the bottom right corner and select Next: Import Data
The importer will import your data and provide you with any additional information about your import.
Example spreadsheet:
*Please note that SilkStart is not responsible for incorrect or inaccurate data.
If you are having difficulty, you can contact us for guidance with importing your member database.
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