How to get existing data in to Clubmate:

To maximise the benefits of using Clubmate, it is important to manage all your

member data within it. We will therefore help you upload existing data as simply

and as swiftly as possible.

Please note, we can only import the membership data

that is relevant for the current season, prior to going live.

We also want to avoid any import and data duplication errors so our support

team will complete this process on your behalf

What’s next:

You should have received an email from our onboarding team, requesting further

information via an online form. Please complete this online form, including the

section about Member Data. To prepare your data for importing, you will first

need to download the data import template and then transfer your member data

into it. Once complete, please upload it via the online form.

Please follow this video guide for further guidance or get in touch with one of the

team who’ll be happy to assist -

We highly recommend the following at a minimum –

Data Quality:

The data that we upload is only as good as the data that is provided. We

therefore ask you to take the time to double and triple check that the data you

have entered is accurate. Whilst not all columns will be mandatory, there are

some that you will need as a minimum (as above).

The more accurate the data is, the better. If there are gaps in some of the data,

we can import it and update later in Clubmate however the cleaner it is at the

beginning, the easier your life will be!

It’s not always essential to upload existing member data. If for example if your

club or fishery doesn’t have certain information such as email addresses for

members and has an open membership or no joining fee; you could simply allow

members to fill in their own details and re-join as of the beginning of the new

season. This may prove easier than chasing hundreds of members for email

addresses