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Exporting Data from ClubSoft

ClubSoft provides flexible export tools that allow administrators to quickly export club data into CSV spreadsheets for reporting, backups, mail merges, accounting, audits, or external systems.

Exports can include member information, households, registered items, assignments, and other club-related data.

Opening the Export Tool

  1. Navigate to the appropriate area within ClubSoft.
  2. Click Export Data.
  3. Choose between:
    • Quick Export Templates
    • Custom Export

Quick Export Templates

Quick Export Templates allow administrators to quickly generate commonly used exports without selecting fields manually each time.

Examples may include:

  • Member Directory Export
  • Membership Roster
  • Member & Registration Export
  • Assignment Reports
  • Financial Reporting Exports

Saved templates help reduce repetitive setup for frequently used reports.

Creating a Custom Export

The Custom Export option allows administrators to choose exactly which data categories and fields should be included.

Step 1 — Select Data Categories

Choose one or more categories such as:

  • Members
  • Households
  • Registered Items
  • Assignments
  • Other available data categories

Multiple categories can be combined into a single export depending on the export type.

Step 2 — Select Fields

After selecting categories, ClubSoft displays all available fields for export.

Examples include:

Member Fields

  • Member ID
  • First Name
  • Last Name
  • Email
  • Phone
  • Membership Type
  • Membership Status
  • Join Date
  • Date of Birth

Household Fields

  • Household Name
  • Address
  • City
  • State
  • Postal Code

Assignment Fields

  • Slip Number
  • Resource Name
  • Assignment Dates
  • Assignment Status

Use:

  • Select All
  • Clear All
  • field search

to quickly customize the export.

Export Summary

The Export Summary panel displays:

  • Number of selected categories
  • Number of selected fields
  • Estimated record count
  • File format

Exports are currently generated as:

  • CSV files

which can be opened in:

  • Microsoft Excel
  • Google Sheets
  • Apple Numbers
  • QuickBooks import tools
  • other spreadsheet applications

Saving Export Templates

Administrators can optionally save export configurations as reusable templates.

To save a template:

  1. Enter a template name.
  2. Click Save Template.

Saved templates can later be reused without reselecting fields.

Exporting the File

Once configuration is complete:

  1. Click Export
  2. ClubSoft generates the export file
  3. The CSV file downloads to your device

Depending on the size of the export, generation time may vary slightly.

Common Use Cases

ClubSoft exports are commonly used for:

  • Membership directories
  • Board reports
  • Accounting imports
  • Mailing lists
  • Event attendance tracking
  • Resource assignment reporting
  • Backup records
  • Audit preparation
  • Communication campaigns

Tips & Best Practices

  • Export only the fields you need to keep reports clean and manageable.
  • Save commonly used exports as templates to save time.
  • Review exported data before importing into external systems.
  • Be mindful when exporting sensitive member information.

Related Features

  • Advanced Reporting
  • Member Management
  • Resource Assignments
  • Financial Reporting
  • QuickBooks Integration
  • Tags & Filters
  • Bulk Importing Data into ClubSoft