Skip to content
Pool Boy Docs

Data Import

The CSV import feature lets you bulk-create families and member profiles from a MemberSplash export or custom CSV file.

How to Import

Section titled “How to Import”
  1. Navigate to Admin > Import
  2. Click Upload CSV and select your file
  3. The system auto-detects column mappings based on header names
  4. Review and adjust any mappings as needed:
    • Account Number
    • First Name, Last Name
    • Email
    • Member ID, Photo URL (optional)
    • Account Type (optional)
  5. Preview the data to verify it looks correct
  6. Click Import to process

CSV Import

What the Import Does

Section titled “What the Import Does”
  • Creates new families keyed by account number
  • Upserts members — updates existing profiles/invitations by email or member_id
  • Assigns account types per season (if the column is mapped)
  • Stores member_id and photo_url from MemberSplash