How to Bulk Import Client Lists into Trainerize

To access the client import tool:

1. Navigate to the Clients on your ABC Trainerize web account.
2. Click on the arrow on the + NEW dropdown from the menu bar.
3. Select From .csv file as shown below

4. A pop-up window will appear, where you will set the Client Type, Location, and Assigned Trainer. 

• You may need to separate the clients into multiple imports if you want to assign clients to a various trainers. Alternatively, you can reassign them after import. You can repeat the process for various trainers. 

5. Next, upload or drag and drop your .csv file. To help ensure your data import is successful, the upload dialog links to a template .csv file that you can use to format your data.

• Please note: Client birthdays must include the full birth year (i.e. MM/DD/YYYY rather than MM/DD/YY) in order to be successfully imported.

6. Map the columns of your file correctly:

• An option must be selected for each column.
• First name, last name, and email address are mandatory. The "ignore" option cannot be used.
• Birthday and sex are optional. The "ignore" option can be used.
• Duplicates are not allowed.
• If your file does not have a header row, please uncheck the option.

After the import has completed, you may see errors will show up if your .csv file was not formatted properly, or if the clients already existed. You will need to import those clients again or add them manually.