TennisConnect support staff can help you in the event you decide to upload your contact manager database (instead of having each person create their own profile).
You should have discussed the pro's and con's by now. This article addresses "how it works" once you have made the decision to upload contacts.
We can upload 22 fields for you. They are listed below. A unique internal "member id" (member of your web site) is created. The email address is not a unique key to that record, but if the email address is not already in use by another registered member of your web site, your uploaded contact can retrieve a temporary username and password so that they can log in and create their permanent username and password.
We have created an email template that you can modify and send to your uploaded contacts providing them with instructions to request their temporary username / password and create their permanent username and profile.
You should review that email template and make the necessary corrections / adjustments for your implementation of TennisConnect. Access the template by sending it yourself before you announce it to your members:
- Go to Group Email | Send based on Staff / Employees (presuming you are in the staff / employee table)
- Review the recipient list, de-select everyone else and leave yourself selected
- When you get to the "Create Message" page, choose "Use From Template" and choose : "New web site announcement - retrieve password". then click "Use Template"
- Review the email for obvious changes, but go ahead and send it to yourself so you can proof read all the changes that you will want to make:
Then follow the instructions and make note of any discrepancies between the template and
your implementation of TennisConnect.
NOTE: There is still no reason for your members / consumers to know anything about TennisConnect or to go to the TennisConnect.org web site. As far as they are concerned you are simply using a new tool to administer your web site. It is
your web site that is important and
your brand that we are trying to help you build (we appreciate you building it with our software so we can help you).
Fields that can be uploaded:
You can upload 4 fields anytime you want. We can upload 22 for you (it is easier for us to just do it than to write up the support documentation for cleansing a more complete file).
Don't worry about the naming conventions - you fields and our probably have different names, but we can mask that when we map them (or we'll conference with you about it).
We can upload:
- Address1
- Address2
- City
- ClubDate (member since or join date)
- ClubID (we will fill that in for you)
- Comments (free form - often used for mis-matched fields)
- EmailAddress
- FirstName
- Gender
- InternalCustomerID (this is usually your member number)
- isFinanciallyResponsible (usually designates the "primary business" parent)
- LastName
- MembershipExpirationDate (MM/DD/YYYY)
- MemberTypeID (we'll help you map this)
- MobilePhone
- NTRPRating
- PhoneNumber (home or primary)
- ProfilePublic (we will consult with you, re: member page defaults)
- State
- USTANumber
- WorkPhone
- ZipCode
Upload Requirements:
We prefer the file in MS Excel (CSV or other). You can use CSV, Pipe or Semi-Colon delimited. If you do not know what these phrases mean, you should consult hire an
Authorized Service Provider to help you.
We NEED the file to contain a single row per contact record. We cannot import records where the name, Address, City, etc are in separate rows. They need to be in separate columns with one (long) row per record.