Client import

When you are a new client, or if you need to move existing clients from one Zooza account to another, the Client Import feature can save you time.

Important: Before starting the import, make sure the required courses and classes are already created in Zooza. Clients can only be imported into existing classes.

Data preparation

1. Download the spreadsheet provided in this article.
   
2. Fill in all required fields as shown below

Column name	Value	Note	Required
Full name	James Smith	For courses where the attendee is different from the client (e.g., a child), enter the attendee’s name here.	Y
First name	John	First name of customer	Y
Last name	Smith	Last name of customer	Y
Phone	00421377	Use the format starting with 00 instead of + (e.g., 00421...).	Y
Email	john.smith@email.com		Y
Date of Birth	YYYY-MM-DD	Use this date format exactly.	N
Class	name of required class	Must match the class name exactly as it appears in Zooza.	N

The table in Excel will look like this:

Important! To successfully import your data, save the spreadsheet in .csv format. Other Excel formats will not work.

Import to Zooza

1. In Zooza, go to the Clients tab in the menu and click Import.
   
2. Create a new import by clicking the Import button.
   
3. Upload the .csv file you prepared.
   
4. Map the spreadsheet headers to the corresponding Zooza fields (as shown in the example image) and click Continue.
   
5. If the classes already exist in Zooza, assign clients to the appropriate classes and click Continue.
   
6. Zooza will validate each row of your spreadsheet and notify you if any data is incorrectly formatted. You can then adjust your spreadsheet and re-import the file.
   

Notes:

1. If you do not assign a class, the client will be created in Zooza but no registration will be created.
   
2. You can perform a partial import from your spreadsheet to verify that you are importing the correct clients into the right classes.
   
3. The import process may take some time, depending on the number of rows in your spreadsheet. You can track the progress and status of the import in the List of Imports.
   
   

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