Using Coacha’s Mass Member Upload

Using Coacha’s Mass Member Upload

Whether you’re new to Coacha and need an easy way to get started, or have just recruited a new group of athletes and want to add them to your club; Coacha’s mass import feature can help you quickly upload and organise new members and avoid the manual set-up.

If you already have athletes saved to your Coacha account, that’s great too. Our mass import feature can also be used to update the details of your existing members. In this article, we’ll show you how. To mass upload new members, head to People > Import/Export in the navigation.

When the page loads, click the 1^st green button to download the import spreadsheet.

You may see a window like the one below. Choose to open the document in Excel (or Numbers if you are using Mac) and click “OK”.

Then simply start entering your information into the columns provided. If you already store this information in a similar format, you can copy and paste the data into the relevant columns.

Once you’ve completed the spreadsheet, save a copy to your computer. You may be asked if you want to keep its current format (CSV). Please click 'Yes'. Then, back in Coacha’s ‘Import Members’ screen, click ‘Upload your spreadsheet’

Choose the file from your documents and click ‘Open’.

The system will warn you if there are duplicate records/errors. To reduce duplicate records, Coacha’s mass uploader will try to match information from the spreadsheet against existing member profiles, first by email address, then by first and last name.

Important: If a match is found, Coacha will update the existing member profile using information from the spreadsheet. If you do not want the user’s information to be updated with what’s on the spreadsheet, you will need to remove them from it before uploading!

If no match is found, a new member record will be created.

Any new member groups not already present will also be created. If everything looks correct, click ‘Import’ to add the new information to your profile. New members will appear in your member list and you’ll receive the below notification.