Tidy

Preparing your Contacts information and getting it all into Tidy as painlessly as possible

Importing Contacts

How to Import PlayHQ Data into TidyHQ quickly and easily

Importing PlayHQ Data

Import date format

Importing family members who use the same emails. Could include family and children links

Importing people with the same email address

When importing dates they aren't importing correctly or not at all

Troubleshooting Date format on CSV contacts import / upload

Roll back an import of Contacts

Quick tip when importing children into a family membership

Family Memberships:  Importing Adults First

Your CSV isn't exporting special characters

Exporting special characters in CSV

Importing Contacts into Tidy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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