If you manage a venue using Trackman’s Booking & Payments system and want to add multiple customers at once, you need to follow a specific process. Trackman does not allow users to mass import contacts directly. However, our support team can assist with this.
This process should only be carried out once, ideally during the onboarding process, or shortly after, before your venue is fully operational.
Customer Import Process
Step 1: Create an Excel File
The venue is responsible for providing an accurate and complete list of customers. A template for the import can be downloaded either:
- From the Customer Management tab within the Booking & Payment system, or
- From this article (the template is attached at the bottom).
The template must be completed without any changes to its formatting and saved as a CSV (comma-separated values) file.
The following fields are mandatory:
- First name
- Last name
- Email address
If any of these fields are missing, the affected entries will fail validation and will not be imported.
Fields should only contain letters and must not include symbols (e.g. &, /, *, |, (), or -).
Step 2: Save the File
Save the file in CSV format. This is the required file type for import.
Step 3: Send the File to Trackman Support
Email the file to Trackman Support and include:
- Your venue name
- A short message requesting a customer list import
Step 4: Import by Trackman
Once received, our support team will import the list into your venue’s system. You will be notified when the process is complete.
Important Limitations
- The import function is intended for the initial upload of customers only.
- The import does not overwrite or delete existing customers. It only adds new customers to the system.
- This process cannot be used to update or add memberships to existing customers.
- template.csv106 Bytes