HOWTO Import Members

In Seltzer CRM, you can import member data from a CSV (comma separated value) file. To import members, follow these steps:

1. Create a CSV file with the following headers:
   • First Name
   • Middle Name
   • Last Name
   • Email
   • Phone
   • Emergency Name
   • Emergency Phone
   • Username
   • Plan (by name)
   • Start Date (in YYYY-MM-DD format)
2. Log into the CRM and go to Members > Import
3. Click "Choose File" and select your CSV. Then click "Import".
4. Your members should now be imported.
5. If any of the plans in your CSV did not exist, they will be created.
6. If new plans have been created, go to the Plans tab to edit their details.