Parful Clubs help
Import members from a spreadsheet
Use a file to load your roster in one go or refresh it later.
On this page3
How to import members from a spreadsheet
- Open People and choose Import CSV / XLSX at the top of the page.
- Choose a CSV or XLSX file up to 4 MB. Your golf union's member export works as it is, or any sheet with a name column. Starting from nothing? Choose Download template.
- Check the columns. Parful reads your headings and shows what it matched: Full name, First name, Last name, Email, Handicap index, Handicap ID, Phone and Category. Change any that are wrong, or pick Not in this file. Columns it does not recognise are listed and ignored.
- Read the preview: the first ten rows, any errors, and the counts Will update, New members and Need confirmation.
- Choose Import. When it finishes you see how many were Created, Updated and Skipped.
Duplicates
- A row with the same Handicap ID or exact email as an existing member updates that member. It is not added twice.
- Names alone are never matched. A row that may be someone already on the roster is listed under Need confirmation, and you pick Create new member or Merge into that person.
- Rows without a name are skipped.
Also
- Handicaps in the file update the roster and go into each member's history. Locked members are skipped.
- A Category column is matched to your categories by name. A name you have not set up is left off, never created.
Related articles
- HandicapsUpdate or refresh handicapsOpen People and choose Handicaps at the top of the page. It offers three ways.
- HandicapsChoose where your players' Handicap IDs are fromTell Parful which country your players' Handicap IDs come from, so the numbers you type are stored the right way and match when you import again.