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Importing & Exporting Member Information

Fitness GM allows you to bulk import and export member information. Importing is separated into individual members or members in a group plan, each using a different column structure. Both import and export files use a CSV file format.

Importing

To import members, go to Members → Import CSV. Then choose between Individual or Group Plan import.

  • All dates in both imports must be in dd-mm-yyyy format

  • To upload an inactive member, use "no_membership" as the membership title

Individual Import

  • Use the individual import, for members not connected to anyone else

  • The column headers in the example file (Individual Import) must be used for a successful import

  • The only information required is the member's first and last name

Group Plan Import

  • Use the group plan import for members connected to each other (e.g., a family group)

  • The column headers in the example file (Group Plan Import) must be used for a successful import

  • Each member in a group plan import must have either:

    • An email address, or

    • A member ID number, access card number, and date of birth

  • Member type determines which member will be charged the group plan invoices

    • Use PRIMARY if the member should be billed for the plan

    • Use SUBORDINATE for any other members on the plan - for these members, copy the PRIMARY member's email address and paste it into the "guardianEmail" cell

  • Merge Strategy is used for members who have both an individual and group membership plan. In that case, use "BOTH"

Import Column Headers Explained

The following columns appear in both the Individual and Group Plan import files:

  • firstName = member's first name

  • lastName = member's last name

  • Membership Title = member's current plan

  • Initial subtotal = amount first charged at sign-up, during import this will always be 0

  • Recurring subtotal = amount the member will be charged at their next scheduled payment

  • Start Date = date when the member first purchased their plan (dd-mm-yyyy)

  • Billing Date = date when the next scheduled payment will be set for (dd-mm-yyyy)

  • gender = member's gender

  • email = member's email address. If they don't have one, Fitness GM will create an automatically generated email, which can be found in the member's profile after import

  • phone = member's phone number

  • role = type of profile that will be created; during import this will always be "MEMBER"

  • city, state, zip, country, street = member's mailing address

  • dob = date of birth (dd-mm-yyyy)

  • createdAt = member's join date (dd-mm-yyyy)

  • updatedAt = date the member's information was most recently updated (dd-mm-yyyy)

  • authorizeNetCustomerId = the member's profile ID from their Authorize.net profile. Only use this field when connecting a member to a pre-existing Authorize.net profile

  • rhombusUser Uuid = the member's profile ID from their Rhombus profile. Only use this field when connecting a member to a pre-existing Rhombus profile

  • insuranceProvider = name of the member's insurance provider (e.g., Silver Sneakers, Active Fit)

  • insuranceProviderId = member's insurance ID number. Only use this when the provider name is also included

The following column headers appear in the Group Plan import only:

  • member_type = enter PRIMARY if the member is responsible for the plan's billing; enter SUBORDINATE for any other members on the plan

  • planID/membershipId = ID code specific to the membership title. Can be found in the url when editing the membership - copy the text after the final /

  • mergeStrategy = used for members who have both an individual and a group membership plan; use "BOTH" in that case

  • guardianEmail = email address of the PRIMARY member on the group plan. This connects the subordinate profile to the group plan

  • relationship = how the subordinate member is connected to the primary member (e.g., friend, sister, child)

  • memberId = member's ID number from previous software

  • accessCard_number = number code that gives member access to software check-in

Exporting

Export your members' information directly from each member status tab. To do so, go to the appropriate tab (e.g., ACTIVE, PAUSED, CANCELLED), then select Export CSV.

The following information is included in the export for each member:

  • Full name, gender, email, and phone number

  • Address - street, city, state, zip, and country

  • Date of birth and age

  • Creation and last updated date

  • Check-in/pin code and member status

  • Insurance Provider and ID number

  • Membership name and last payment date