Chances are, you've got your current members etc in a spreadsheet. If you have, then it's easy to import them into TidyHQ.

You'll first need to have your contacts in a CSV (comma separated value) file. Excel or Libre Office will save any spreadsheet in this format for you.

To import your CSV file, go to Contacts / Import Contacts and select your CSV file.

You can also add the imported Contacts into a Group (if you have multiple membership levels, consider using "one off" group names initially).

You'll then be prompted to match the fields in your file with fields that are in TidyHQ.

You may notice that some of your fields don't match up, that is, you may need to record information such as Region, Rank or something else.

You're going to need Custom Fields.

If you've imported your data and realised it doesn't all fit, you can "Roll Back" - this will delete all the information you've imported. Then you can prepare your Custom Fields and try again.

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