Recommended data fields for importing customers into Rock Gym Pro

When creating your data file for importing customers, keep in mind the following instructions:

• Provide the file as an Excel document or tabbed delimited text file.
• Make the first row column headers (FIRSTNAME, LASTNAME, etc.).
• One customer per row following the header row.
• Include all your customer types, such as Members, Guests, Punch Card holders (with punches remaining if known), etc.
• If available, include belay status information such as TR, Lead, Bouldering Only, etc.
• If available, include membership details such as membership type (prepaid, EFT, etc), membership expiration dates, etc.
• If available, include any waiver status including date waiver was signed or customer record was created.
  
• IMPORTANT: Do not send us credit card or billing account information.

When in doubt, provide more data rather than less, as we can ignore the extra data when creating the import template.

The following is a list of customer fields/columns that Rock Gym Pro can import. Keep in mind that you can use whatever names you like, the data can be massaged a bit on import (like combining area codes and phone numbers, interpreting belay status, etc.), and you do not need to include all fields.

General Info

CUSTOMER_TYPE (Guest, Member, Punch Card, etc., Staff)
BARCODE_NUMBER
FIRSTNAME
LASTNAME
MIDDLENAME
ADDRESS1
ADDRESS2
CITY
STATE
ZIP
COUNTRY
EMAIL_ADDRESS
HOME_PHONE
CELL_PHONE
WORK_PHONE
EMERGENCY_CONTACT
EMERGENCY_PHONE
BIRTHDAY

Visit Information
FIRST_VISIT
LAST_VISIT

Waiver/Climbing Information
WAIVER_SIGNED_YESNO
WAIVER_SIGNED_ON_DATE
BELAY_LEVEL (TR, Lead, Bouldering, etc)
RENTAL_GEAR_INCLUDED_YESNO
BOULDERING_ONLY_YESNO

Membership Info
MEMBERSHIP_TYPE (Prepaid, Billed, Bill to Primary, Free)
MEMBERSHIP_STATUS (OK, Frozen, Terminated)
RESPONSIBLE_PARTY_ID (if billed to a parent/primary, primary's barcode number)
PREPAID_MEMBERSHIP_STARTDATE
PREPAID_MEMBERSHIP_ENDDATE
EFT_DUES_AMOUNT

Punchcard Info
PUNCHES_REMAINING