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Knowledge Base |
Tools: Bulk Upload Session Or Class Credits
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This article will guide you through bulk
modification to clients sessions or credits using our Bulk Session Credit
Upload feature.
Under the Prospect or Customer/Member tab use filters to narrow clients down to the desired list. Then click the excel export icon to export your list.
Note: You could copy the clients Barcode information from this spreadsheet if you wish to use it instead of the UserID
To access the Bulk Session Credit Upload screen, go to; Setup> Misc. Setup> Bulk Session Uploads. Next, Click the link to access the spreadsheet with all of your clubs ID numbers for your services and classes
Step 4 - Acquiring Session And Class ID Information
Go back to the Bulk Session Credit Upload screen by navigating to Tools > Credits > Bulk Session Uploads. To open the Bulk Session Upload spreadsheet click on the bulk-session-upload.xls link.
Column A: "userid" - This is where you can upload credits by clients customer id. If you use this column do not enter anything for barcode or convertedid. This is where you would enter the userid from Step 2.
Column B: "barcode" - This is where you can upload credits by client barcode number. If you use client barcodes do not enter anything into userid or convertedid. You can enter the Barcodes for clients from Step 2.
Column C "convertedid" - This is where you can upload credits by the clients converted id. This is only an option if you converted from another club management system to clubready. If you use this option do not enter anything into userid or barcode.
Column D: "sessionsizeid" - This is where you enter the sessionsizeid that you acquired in Step 4. This is how the upload will know what session to add to the client.
Column E: "classid" - This is where you enter the classid that you acquired in Step 4. This is how the upload will know what class to add to the client.
Column F: "sessions" - enter the quantity of sessions or classes you wish the upload to add to the client.
Column G: "expiresdate" - enter in a date you want the sessions or classes to expire. If you leave this blank there will be no expiration date.
Column H: "wipe existing" - If you enter a 1 it will wipe ALL existing session credits for the userid you entered. If you leave this blank no sessions or classes will be removed.
Column I: "flag" - This is used to place a notation on this session. For example, if you would like to flag a client's uploaded session credits as "grandfathered", you would place a 1 in this column for your upload.
Column J: "customfield" - This is a column for ClubReady Staff to do initial conversions, you can disregard this field.
Column K: "unitvalue" - This column allows you to enter in the price per session or class. This is important to assign, if you have setup to pay your staff a percentage of a class or session price rather than a set fee.
After you have entered the necessary information to your file; be sure to save your spreadsheet as comma separated value (.csv). The upload process does not understand an .xls (excel format).
Select the Choose File option. Locate and select your saved excel file.
Select the Upload CSV File button.
This will take you to a confirmation screen, informing you how many entries were found in the file.
Email A log file of the additions - Enter your email address if you want a log file of the additions that you can refer to later.
Select the Do Bulk Add button to complete the bulk session upload.
Requirements - A Master Admin login or a staff type with the following permissions:
- Tools: can access tools
- Tools: can access credits tools
Step 1 - Getting A Prospect Or Customer / Member Export
Under the Prospect or Customer/Member tab use filters to narrow clients down to the desired list. Then click the excel export icon to export your list.
Step 2 - Acquiring User ID's Of Clients
Note: You could copy the clients Barcode information from this spreadsheet if you wish to use it instead of the UserID
Step 3 - Accessing ID Numbers Of Your Services And Classes
To access the Bulk Session Credit Upload screen, go to; Setup> Misc. Setup> Bulk Session Uploads. Next, Click the link to access the spreadsheet with all of your clubs ID numbers for your services and classes
Step 4 - Acquiring Session And Class ID Information
Step 5 - Accessing The Bulk Session Upload Spreadsheet
Go back to the Bulk Session Credit Upload screen by navigating to Tools > Credits > Bulk Session Uploads. To open the Bulk Session Upload spreadsheet click on the bulk-session-upload.xls link.
Step 6 - Client Data Entry Into Upload Spreadsheet
Column A: "userid" - This is where you can upload credits by clients customer id. If you use this column do not enter anything for barcode or convertedid. This is where you would enter the userid from Step 2.
Column B: "barcode" - This is where you can upload credits by client barcode number. If you use client barcodes do not enter anything into userid or convertedid. You can enter the Barcodes for clients from Step 2.
Column C "convertedid" - This is where you can upload credits by the clients converted id. This is only an option if you converted from another club management system to clubready. If you use this option do not enter anything into userid or barcode.
Column D: "sessionsizeid" - This is where you enter the sessionsizeid that you acquired in Step 4. This is how the upload will know what session to add to the client.
Column E: "classid" - This is where you enter the classid that you acquired in Step 4. This is how the upload will know what class to add to the client.
Column F: "sessions" - enter the quantity of sessions or classes you wish the upload to add to the client.
Column G: "expiresdate" - enter in a date you want the sessions or classes to expire. If you leave this blank there will be no expiration date.
Column H: "wipe existing" - If you enter a 1 it will wipe ALL existing session credits for the userid you entered. If you leave this blank no sessions or classes will be removed.
Column I: "flag" - This is used to place a notation on this session. For example, if you would like to flag a client's uploaded session credits as "grandfathered", you would place a 1 in this column for your upload.
Column J: "customfield" - This is a column for ClubReady Staff to do initial conversions, you can disregard this field.
Column K: "unitvalue" - This column allows you to enter in the price per session or class. This is important to assign, if you have setup to pay your staff a percentage of a class or session price rather than a set fee.
After you have entered the necessary information to your file; be sure to save your spreadsheet as comma separated value (.csv). The upload process does not understand an .xls (excel format).
Step 7 - Start Bulk Upload
Go back to the Bulk Session Credit Upload screen by clicking on the Setup tab and then select the Bulk Session Uploads option under the Misc. Setup menu.
Select the Choose File option. Locate and select your saved excel file.
Select the Upload CSV File button.
This will take you to a confirmation screen, informing you how many entries were found in the file.
Email A log file of the additions - Enter your email address if you want a log file of the additions that you can refer to later.
Select the Do Bulk Add button to complete the bulk session upload.
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