What you'll achieve
Prepare spreadsheets to migrate member data reliably. In Gymtria, always check your role and available features before making changes.
A clear workflow helps prevent duplicate records, schedule issues and reporting mistakes. Follow your gym policies and local regulations.
Step by step in Gymtria
Sign in with an authorized account and follow the steps in order. Labels may vary by role and language.
- 1
Back up the spreadsheet or previous system.
- 2
Check supported column headers and formats in Import/Export.
- 3
Standardize email, phone, dates and required values.
- 4
Identify duplicates before uploading the records.
- 5
Run a small test and verify results before importing everything.
Common mistakes and recommendations
A reservation is not automatically an attended class, and a membership does not necessarily mean a completed payment. Verify the actual status.
Make sure you are working with the correct gym and location.
Avoid duplicated members, classes and transactions by checking existing records.
Protect member, staff and other sensitive information.