The Three Types of Imports Available
1. Basic Contact Import Template
The Basic Contact Import Template allows you to import client data such as names, address, and basic demographic information into your EZFacility Contact Database. This is our standard import, which is sent out when your account is first created and allows us to quickly create your clients in your account. Basic membership information, remaining sessions on a package and credit card or bank account information can be imported using this template.
Please note that past invoice and payment history can't be imported into EZFacility.
2. Advanced Contact Import Template
The Advanced Contact Import Template is based on all data that can be imported into your EZFacility Contact Database. In addition to the basic details, this file includes fields for Membership Contracts and potential to create an invoice for the first term. This allows for Membership Contracts to be created on import with associated billing, as well as the import of credit card or bank account information used in billing. Specific details regarding each membership type are required and you will need to talk to a support technician before submitting the file to ensure the data is accurate.
Please note that past invoice and payment history can't be imported into EZFacility.
3. POS Import
The POS Import Templatewill allow you to import your products that can be sold through the Point of Sale module. The template provided will allow you to fill out the products that you intend to sale through th EZFacility POS module.
Disclaimer - You're entitled to submit an initial import with your EZFacility account free of charge. Any additional imports will be subject to a fee and to get more information please contact your EZFacility account manager.
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