Use Importer to manage and configure this feature in your EQuipWeb system.

Use the Membership Importer to add many members at once from a spreadsheet. If you're migrating from another system or have a list of customers to enroll, prepare the member details in Excel and upload them here.

When to use this: When you need to add or update many member records at once from a spreadsheet (e.g., migrating from another system).

Prerequisites

• User must have appropriate role permissions (see Access & Permissions above)

Membership Importer

📝 General Description

This importer creates new membership records or updates existing ones from a CSV file. Each row represents one member. The system validates membership numbers, email addresses, and phone numbers during import.

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.3.1 Template Columns

Sample Template

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.3.2 How to Import Members

1. Navigate to Data Importer → Membership Importer.

2. Click Download Template to get the CSV template.

3. Open in Excel and fill in member data (one row per member).

4. Ensure MembershipGroupName values match exactly with groups configured in Membership Group (Section 3.2). 5. Save as CSV. 6. Click Browse → Select your CSV file.

7. Click Upload to start the import.

8. Review the results:
   • ✅ Created: New member records created.
   • 🔄 Updated: Existing members updated with new data.
   • ❌ Error: Invalid data — check the error details for each failed row.

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.3.3 Validation Rules

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Use Importer to manage and configure this feature in your EQuipWeb system.

10.3.4 Import Behavior

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Use Importer to manage and configure this feature in your EQuipWeb system.

💡 Example

Scenario: A retailer migrates 5,000 members from an old CRM system to EQuip.

Steps:

1. Export member data from the legacy CRM.
2. Format it into the EQuip template (map old fields to EQuip columns).
3. Ensure the MembershipGroupName column uses groups that already exist in EQuip (create them first if needed).
4. Import in batches of 1,000 rows for easier troubleshooting.
5. After import, verify by checking the Membership List (Section 3.1).

[!WARNING] The Points column should only be used during initial migration to set opening balances. For ongoing point adjustments, use the membership edit form or point adjustment features.

[!TIP] Before importing a large batch, test with 5–10 rows first to catch formatting issues early. Fix any errors, then import the full batch.

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Use Importer to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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Use Importer to manage and configure this feature in your EQuipWeb system.

How to Import Data

1. Navigate to Data Importer & Exporter → Membership Importer from the sidebar menu.

2. Click Download Template to get the Excel template with correct column headers.

3. Open the template and fill in your data according to the column headers.

4. Save the completed Excel file.
5. Click Choose File and select your completed template.
6. Click Import to upload and process the file.
7. Review the validation results — fix any errors and re-upload if needed.
8. Click Confirm Import to finalize.

✅ Expected Result: Data is imported and available in the system.

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FAQ

Q: What file format should I use for import? A: Use .xlsx (Excel) format. Download the blank template from the importer page to ensure correct column structure.

Q: Can I undo an import? A: No. Imports cannot be automatically reversed. You would need to manually correct or delete the imported records.

Q: Why does my import show validation errors? A: Check the error details for each row. Common issues include: missing required fields, duplicate codes, invalid date formats, or referencing categories/departments that don't exist yet.

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Use Importer to manage and configure this feature in your EQuipWeb system.

Troubleshooting

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Use Importer to manage and configure this feature in your EQuipWeb system.

Related Menus

• Product Setup > Product List — imported product destination
• Membership Setup > Membership List — imported member destination
• Master Data > Supplier Setup — supplier data reference

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Use Importer to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.

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Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.