Importing contacts makes it easy to bring your clients from your current platform to Fit Pro Tracker without having to manual add them individually. Follow the instructions in this article to learn how to easily import your contacts.
Tips Before Starting Import:
Make sure you add all of your Membership and Lead Sources (Optional) through your Location Settings into Fit Pro Tracker before uploading your CSV file.
Download the sample CSV to see how the file should be formatted for import. You can even copy and paste columns directly into the sample CSV, save it to your computer and import it.
Dates in CSV file need to be formatted as MM/DD/YYYY.
Make sure there are not "double headers" in the CSV file.
It is recommended that you import groups in the following order; Members first, next Trials, Prospects, Leads, and finally Past. This way when you get to leads and past members if there is a duplicated contact we will have the correct information imported. Fit Pro Tracker will not create a duplicate profile.
If a contact group has more than 1000 contacts, you will want to create a separate CSV file for each 1000 you wish to import. If you attempt to import more, you will receive an error.
Importing Steps
1. Go to your left menu and click in the Import Contacts submenu:
2. Choose the contact group you wish to import. It is recommended you begin with the Members contact group and then Leads, Prospects, Leads, and finally Past.
In case you have questions about the each group you can click the Break Down button for a helpful graphic that explains each contact group:
3. Make sure to select the correct contact group and verify that you have the required information. Depending on the group there are different required fields.
4. Download the contact CSV file and fill in it with your clients information. There are required and optional fields.
Below are the list of required fileds per Contact Group:
Leads - Email
Prospects - Email
Trials - Email, Promotion Name, Start Date, End Date
Members - Email, Membership Date, Start Date
Past Members - Email
5. Start import, this can be done from the CSV file in your computer or you can paste them on the importer
6. Next you will be prompted to review your data and map the labels to your own CSV file. The system will automatically try to map the fields based on the header but if it is mapping an incorrect field you may select the correct field type by clicking the dropdown button on the right side of the header type.
7. Submit the information, please make sure to have the correct information in the correct contact group. Once you submit the file you can't batch move contacts to another group. You'll have to move them one by one.
And there you have it!! Now you can import contacts in an easy and quick way. 😎