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 is their unique ID, all data is imported attached to the email address
- Importing a new Email Address will create a new profile in SilkStart
- Importing an existing Email Address will update the corresponding profile within SilkStart
- Dates must be imported in either YYYY-MM-DD or DD-MM-YYYY format.
- Before you import, ensure that you have configured your network
- Login to the Admin Dashboard
- Go to Settings > Import Data
- Navigate to the top right and select Download Starter Spreadsheet
- Migrate your data into this template
- 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
- Re-upload the file if needed
- Import your data
Once your file is ready to be imported, click on the 'Next' button.
If you are having difficulty, you can contact us for guidance with importing your member database.