Import existing memberships from a CSV

Choose the membership import

Use Memberships → Import when you need to bring existing memberships into CourtBeam. This can create both the player record and their membership; a separate player import is not required first.

Create and publish the destination tier before importing. Prepare a separate reviewed file for each tier and billing option. The player-directory import only adds contact records and cannot grant membership.

• Create a membership tier
• Import player records only

Prepare contact details and expiry dates

Use one header row and one member per row. The example below uses fictional names and reserved phone numbers; replace every row with your own reviewed records.

• name: the player’s display name.
• phone: the mobile number the player will verify, including country code. Without a phone number the player cannot sign in to the imported record until the correct number is connected.
• email: a valid contact address. If it is unavailable, select Mark missing emails as unavailable; the player will need to provide an email when signing in. Existing account-managed email remains controlled by the player.
• expiresOn: the last membership date, written as YYYY-MM-DD. Check that it is valid for an active imported membership.

name,phone,email,expiresOn
Alex Demo,+12025550101,alex@example.com,2027-06-30
Sam Demo,+12025550102,sam@example.com,2027-12-31

Preview and import

1. 1

   Open Memberships and choose Import to open Import members. Select the published tier and its billing option.

2. 2

   Upload your CSV or paste its contents into Member CSV, then choose Preview.

3. 3

   Review the row errors and the records to be created or matched. Correct the source file and preview again after any change.

4. 4

   Choose Import only when the preview is valid and matches your intended members. If there is an error, resolve it before retrying; do not assume a partial or failed attempt completed.

5. 5

   Review several imported records in Members and Players. Check their names, tier, start and expiry dates, then test a member price or eligibility rule with a verified phone number.

What the import changes

The imported membership starts on the import date in the club’s time zone and ends on expiresOn. This is for current access, not for recreating historic membership periods.

CourtBeam matches players by normalized phone number. A matched player’s name can be updated from the CSV, so reconcile spelling and phone numbers before importing. Review duplicate rows and existing memberships instead of importing another copy.

An existing current online membership can prevent a conflicting import. Review its billing first; do not cancel a recurring subscription just to make a CSV pass.

What you must handle separately

The import does not move an existing recurring subscription, saved card, payment history or accepted waiver from another system. It does not charge a membership fee. Agree on the billing cutover separately and tell players how to sign in with their recorded phone number.

• Manage individual memberships and renewals
• Help players sign in to the correct account