Import players from a CSV

Start with the player records you want to add

Open Players in the club workspace and choose Import. Upload a CSV file to match its columns to the player fields, or paste CSV text using the example headers below. Preview the result before adding players.

This imports player records. It does not move bookings, membership plans or entitlements, payment history, saved payment methods, recurring subscriptions, or previously accepted waivers from another system. Review those parts of a switch separately before changing the booking link your players use.

To migrate existing memberships, use Memberships → Import. It can create both the player and their membership in one process. A player CSV does not grant member access.

• Import memberships and expiry dates

Prepare and map the player fields

Use one header row and one player per row. The column names below work directly when you paste CSV text. If your file uses different names, upload the file and choose the matching columns before Preview. Map Email as well as name, phone and note. If an email is genuinely unavailable, select Mark missing emails as unavailable and review the Need email at sign-in count. Do not enter a made-up address.

The names and reserved example phone numbers below are fictional. Replace them with your own reviewed player details; do not import the demonstration into your club.

• Display name (displayName): the player's name, between 2 and 100 characters.
• Phone (phone): the player's mobile number, including the country code, for example +12025550101. Use the number the player will verify when signing in.
• Email (email): a valid contact address. Players manage their account email after connecting their account.
• Private note (note): an optional staff note, up to 500 characters. Include only information your club needs to manage the player.

displayName,phone,email,note
Alex Demo,+12025550101,alex@example.com,Demonstration record only
Sam Demo,+12025550102,sam@example.com,Demonstration record only

Preview before you import

1. 1

   Upload a CSV file and check that Display name, Phone, Email and Private note map to the intended columns. If pasting CSV text instead, use the example headers above.

2. 2

   Choose how to handle existing players: Stop and review duplicates, or Skip players already in this club.

3. 3

   Select Preview. Read the ready-to-import count, skipped records, and row errors. Preview checks the file without adding players.

4. 4

   Correct every reported error in the source file. Preview again after changing the file, mappings, or duplicate setting; do not rely on an earlier preview.

5. 5

   Select Import only when the preview is valid and its counts match what you expect. Then review the added player records in the directory.

Understand duplicates and skipped rows

CourtBeam matches existing players by their normalized phone number. Stop and review duplicates reports a matching existing player as an error. Skip players already in this club leaves that existing record unchanged and adds only the new records that pass validation.

Two rows with the same phone number inside one file always need correction, even when you choose Skip. Remove or reconcile those rows in the source file and run Preview again.

Import does not update an existing player’s name or note. Use the player’s Edit action for a reviewed change. An exact file already applied with Skip is also detected; check the previous import instead of assuming the same records were added twice.

If your file contains membership status

Remove any memberStatus column before using the player import. Member access must be created through Memberships. If Preview reports that a row cannot grant membership, move that row to the membership-import workflow or add the player’s membership individually.

• Add an individual membership

Connect players to their records

Players sign in with a phone number and a verification code sent by SMS. They should use the same number, including its country code, that is recorded in your player directory. Club owners and staff use the separate workspace sign-in flow.

A player record without a mobile number cannot be used for player sign-in until the correct number is added. Check the directory's account-access status and resolve a missing or different number before expecting the player to find the right bookings or membership.

Share your club link through your normal club communication process. Importing a player does not verify their phone, accept a waiver on their behalf, or move an existing recurring payment arrangement.

• Read how phone verification and account matching work
• Review player records in the directory