ClubSoft makes it easy to migrate your existing club data into the platform. Whether you’re moving from spreadsheets, another software system, or paper records, our bulk import tools help you get up and running quickly.
Depending on your role, you may be able to import certain types of data yourself. For more complex migrations, the ClubSoft team is happy to assist.
Who Can Bulk Import Data?
Bulk import permissions are based on user roles within your club.
👤 Site Admin & Member Admin
Can bulk import:
- Users (Members)
- Households
📅 Site Admin & Events Manager
Can bulk import:
- Events
🛠️ ClubSoft Admin Support
For advanced or complex imports, a ClubSoft administrator can assist with:
- Waiting lists
- Moorage assignments
- Registered items (boats, trailers, equipment, etc.)
- Documents & file uploads
- Member profile images
- Events (advanced configurations)
- Users & households (large or structured migrations)
If you’re unsure what level of import you need, reach out — we’re happy to guide you.
Bulk Importing Users & Households
Getting your membership data into ClubSoft is one of the first steps in setup.
What You Can Import
- First & last name
- Email address
- Secondary email address
- Phone numbers
- Address
- Membership type
- Membership number
- Joining date
How It Works
- Download the ClubSoft CSV template.
- Format your existing spreadsheet to match the required columns.
- Upload the CSV file in the Admin → Members section.
- Review the preview for errors.
- Confirm and complete the import.
ClubSoft will:
- Prevent duplicate emails
- Validate required fields
- Flag formatting issues before final submission
Bulk Importing Events
Events Managers and Site Admins can quickly upload multiple events at once.
What You Can Import
- Event title
- Date & time
- Location
- Event categories
This is perfect for:
- Annual calendars
- Regattas
- Social events
- Committee meetings
- Recurring club events
For events requiring advanced payment structures or complex registration rules, ClubSoft support can assist.
Advanced Data Imports (ClubSoft Assisted)
Some data structures are more complex and may require relational mapping. ClubSoft can help import:
⚓ Waiting Lists
- Slip waiting lists
- Membership waiting lists
- Priority dates
- Ranking and categories
🚤 Assignments
- Slip assignments
- Resource allocations
- Temporary moorage
- Historical assignments
🛥️ Registered Items
- Boats
- Dinghies
- Kayaks
- Trailers
- Agreements & Insurance Documents
- Images
📁 Documents & Images
- Member-uploaded documents
- Club documents
- Waivers
- Boat registration forms
- Profile photos / user avatars
These imports may require:
- File structure preparation
- Email matching
- Relational mapping
- Image path linking
Our team ensures everything connects properly within ClubSoft.
When Should You Ask for Help?
You may want ClubSoft assistance if:
- You’re migrating from another club management system
- You have hundreds of records
- You need relational data mapped correctly
- You have historical records to preserve
- You want to minimize setup time
We can work with:
- CSV exports
- Excel spreadsheets
- Structured database exports
- Image folders
- Document archives
Best Practices Before Importing
To ensure a smooth import:
- Clean duplicate records
- Standardize email formatting
- Confirm membership types
- Review household relationships
- Remove inactive or outdated entries (if desired)
The cleaner your source data, the smoother your import.
Need Help?
ClubSoft is designed to make onboarding easy — but we know every club is unique.
If you need assistance with bulk importing:
- Contact your ClubSoft onboarding specialist
- Submit a support request
- Schedule a data migration session
We’re here to make sure your club launches smoothly and confidently.