Welcome to our guide on CSV imports in FinalForms! This feature is designed to streamline your staff management by allowing you to easily create and update staff information. In this article, we will walk you through the capabilities of CSV imports and provide a step-by-step guide on using this feature effectively.

CSV imports are a powerful tool for efficiently managing your staff. Here are some of the key functionalities:

• Create staff members

• Update existing staff data

• Update email addresses

• Create coaches or activity staff

• Add certifications

Follow these simple steps to import your CSV file successfully:

1. Go to Manage > Staff.

2. Click on Import.

3. Download the template CSV file.

4. Complete all required fields in the CSV.

5. Remove any example rows from the file.

6. Upload the completed CSV file.

7. Review the preview of your import.

8. Click on Import.

⚠️ Please do not close the page during the import process. This ensures that your data is uploaded correctly.

Once the import is complete, permissions will be automatically assigned based on the job titles provided in the CSV. However, it is always a good practice to review these permissions afterward to ensure everything is set up correctly.

We hope this guide helps you make the most of the CSV import feature in FinalForms. If you have any questions or need further assistance, feel free to reach out to our Support Team!