Import

Import Contacts 

In this article, we’ll walk through the Import section located under the Contacts tab and explain how to properly import Leads or Members into your system.

The Key Steps

1. Navigate to the Import Section

Click the Contacts tab in the left-hand navigation menu.
Click Import.

On this page, you will see:

  • A New Import button (top-right)
  • A list of previous imports and their statuses

2. Start a New Import

Click New Import.

From here, you can:

  • Enter a Name for the import
  • Choose the import type:
    • Leads
    • Members with Memberships
  • Upload your CSV file
  • Download an Example CSV Template (recommended)

If needed, download the example template first to ensure your columns are formatted correctly.

3. Upload & Match Columns

After uploading your CSV file, you will be prompted to match your CSV columns to the corresponding fields in the system.

  • The left-hand side shows your CSV column headers.
  • The system fields will appear as selectable matches.

If a column does not automatically match:

  • Use the dropdown to manually select the correct system field.
  • Example: If your CSV says “State” but it doesn’t auto-match, manually select the State field.

Once all columns are matched correctly, click Review.

4. Review the Import Data

The system will display a preview of several rows.

At this stage, you should:

  • Verify names, emails, memberships, styles, and rosters
  • Confirm data appears in the correct columns
  • Look for errors

If there are errors:

  • They will appear highlighted in red
  • Click into the field to see what needs to be corrected

5. Fix Errors & Warnings

Common errors may include:

  • Style Not Found
    • Example: “Taekwondo” does not match the exact style name in your system.
    • Fix by correcting the spelling or selecting the correct existing style.
  • Roster Not Found
    • Example: “Kids Program” in your CSV, but your system uses “Kids Beginners.”
    • Update the field to match the correct roster name.
  • Membership Not Found
    • Example: “Monthly Kids” does not match your actual membership name.
    • Select the correct membership from the dropdown.

Continue reviewing and correcting until all errors are resolved.

6. Stage & Complete the Import

Once everything looks correct:

Click Stage Import.

Depending on your import type, you may see additional options:

  • Add a Payment Method
  • Request payment via:
    • Email
    • SMS
    • Both

If requesting payment, members will receive a link to enter their card information before finalizing the import.

Once ready, click Import to push the records into the system.

7. Review Completed Imports

After completion, return to the Import page.

You can:

  • View all past imports
  • Scroll through imported records
  • Confirm successful processing

If you have any questions about importing contacts, the Market Muscles Support Team is always here to help. We’re happy to assist or complete the import for you if needed.