FiretenderClub operations

Members and imports

Import members from a spreadsheet

Prepare a CSV, review matches and approve an import without deleting the source file.

6 min · Firetender Knowledge Base

Quick version

  1. Keep the source spreadsheet unchanged and make a working copy.
  2. Export or save the working copy as CSV with one member per row.
  3. Open Members → Import and upload the CSV.
  4. Map the columns and review suggested matches, duplicates and missing values.
  5. Approve the import only after the review is understandable; then keep the original file for reference.

Do not edit the only copy

Make a working copy before you rename columns or remove empty rows. Keep the original spreadsheet until the club has checked the imported member count and a few representative records. An import is easier to correct when the source is still available.

Prepare one member per row

Use a CSV with one person per row and clear column headings. Include the fields the club actually maintains, such as name, email, phone, member number and notes. Avoid adding a second row for the same person just because two values need updating.

Review before approval

The import review is the decision point. Check the number of ready rows, warnings and possible duplicates. Review a sample at the top, middle and bottom of the file, and resolve ambiguous mappings before approving. Do not treat a suggested match as a fact until someone from the club has checked it.

After the import

Compare the imported count with the club’s source count and open several member records. Keep the source file in the club’s normal secure storage, with a note about the import date and who approved it. The next update should use a fresh working copy rather than repeatedly importing the same file.