How to Import Contacts

The Key Steps

** As you set up your Studio Operations section and finish your Onboarding Checklist, importing your contacts should be one of the last steps you take after setting up your products, sales pages, rosters, etc. **

We've taken the liberty of creating a template CSV file that you can plug all the information we capture in our imports, so that all the information is formatted, and the import should be a lot easier moving forward.

Import Template:
https://docs.google.com/spreadsheets/u/0/d/1kpG_DY63TtuXVf1KuGZuVZXoBuWM8L0SP7Ya0NskDZs/copy?pli=1

As you finish your CRM Onboarding Checklist and build out things like your Products, Rosters, etc., there's some information we wanted to make sure you can find in case you need to fill in the following columns: (By clicking on each, you'll be directed to a help article that gives you instructions on how to access that information)

• Membership ID
• Roster ID
• Stripe Customer ID

Here is a video walking through these steps: