Bring your members across from a spreadsheet

Export your data from the system you use now, one CSV file for each kind: members, memberships, credits, class types, the timetable and instructors. In Amble, go to Setup, then Import, choose where it comes from and add the files.

Amble matches each column to what it holds, whatever order they are in, and you can change any match. Rows with a problem, such as a missing email or someone listed twice, are shown so you can fix them or leave them out.

Before importing, Amble runs the whole import as a check and then undoes it, so the numbers you see are exactly what will happen. Nothing changes until you confirm, and until people start using what came across, the whole import can be undone in one go.

Memberships come across active, keeping the next payment date from your old system. When a member adds a card in Amble, their first payment waits until that date, so nobody pays twice for the same month.

Credits and class packs come across with what is left and when they expire. Ones that have already expired are left behind.

Someone already in Amble is matched by email, and only their empty details are filled in. Nothing they already have is changed.

A second import brings attendance history across: each member’s email, the class, the date and, if you have it, whether they attended. It is matched to members by email and shows on each member’s page and in their lifetime total. It doesn’t feed into your reports.

• There’s no direct connection to Mindbody, Glofox or other systems. The import works from the CSV files they export.
• Saved cards can’t be moved in a file, so members add a card in Amble once. Moving saved cards directly is a request between your old provider and Stripe.
• Future bookings don’t come across. Members book again on your new timetable.
• Memberships are billed monthly or yearly, so a weekly or four-weekly plan moves to the plan you choose.