You can download a sample file below, fill it out, and import it into EOS. Just keep in mind that you need to export it in the CSV (UTF-8) format after editing. In Excel, use the Save As option instead of Export. This ensures the correct format and data transfer to the platform. Applications like Excel, Numbers, or Google Sheets will typically use formats like XLSX, .numbers, etc., by default, which cannot be imported.
In most cases, the basic import is sufficient and suitable – you only need the first name, last name, date of birth, and email address. Members/representatives will fill in the rest of the details themselves during their first login to the platform.
Download the sample file for basic import
In some cases, it’s necessary to import more data about members/representatives right away.
Download the sample file for advanced import
Valid CSV file – if the file was saved, for example, as a standard XLS, the table wouldn’t even load on the platform.
Clearly defined columns – multiple columns can’t have the same name.
The order of columns doesn’t matter.
The file doesn’t need to contain all columns, just the required ones.
Date of birth must be in the standard format with dots, e.g., 12.11.2000
Each member must have only one email address provided (but one email address can be listed for multiple members – for example, a parent's email for their three children, which you will later use to send invitations).
The field separator must be a semicolon, not a comma – but programs like Excel or Numbers usually offer this as the main or only option when saving, so you usually don’t have to worry about it.
Text encoding UTF-8. When saving the file, choose the CSV option with UTF-8 encoding if the program offers it.
There are three categories of data that you can import with each member:
Mandatory – these are crucial for correctly adding a member to the database; without them, the import will not work.
Optional – data that have predefined fields in the member database where they will be uploaded from the import.
Custom Fields – import any additional data into custom fields for members. These can be displayed as columns in the database and worked with further.
Optional Notes – any other data/notes you wish to record textually for the member will be imported into their Info Card, but these cannot be searched, filtered, etc.
Go to Management > Settings > Custom Fields > Members.
Use the button "+" to add a new custom field.
Fill in its name, type, and who will have access to it.
Click on the button Add More Options and select Column in Import.
Fill in the name the column in your import will have (allowed are lowercase letters without diacritics, numbers, and underscores).
The value from the given import column will then be written into the created custom field for the member.
Custom Fields
Create various types of custom fields that allow you to record and manage any additional information about members or their representatives. Custom fields can be added to both members/representatives themselves and to the new member registration form. Additionally, field values are automatically checked based on the type of field you create.
first_name / member's first name
last_name / member's last name
birth_date / member's date of birth (required, unless otherwise specified in the organization's platform configuration)
email / contact email – import it right away along with the required data, if you want to invite the member/representative to the platform later. Mass import of email addresses cannot be done afterwards! For children under 16, import the parent’s contact email.
phone_number / member's phone number
birth_number / birth number (CZ, SK)
import_id / member ID from another platform or association – will be imported to the "External ID" field in EOS
insurance_company / numerical code of the health insurance company (e.g., 111)
medical_records / any health limitations of the member or additional health-related information
health_checkup_expiration_date / expiration date of the current health check-up
club_registration_date / member’s registration/joining date in your organization
position / position on the roster (for players only) – the value must match the position set in Management > Settings > Members > Positions
jersey_number / jersey number (for players only)
nationality / nationality (e.g., CZE, SVK, etc. – ISO 3166-1 alpha-3)
gender / gender (m/f or male/female, case insensitive)
street / street
city / city
postal_code / postal code
country / country (e.g., CZE, SVK, etc. – ISO 3166-1 alpha-3)
register_id / RÚIAN database location ID (if entered and verified, the manually entered address will be replaced)
internal_note / internal note
deleted_at / member’s deletion/deactivation date (YYYY-MM-DD HH:MM:SS, DD.MM.YYYY HH:MM:SS, D.M.YYY HH:MM:SS)
r1_first_name / first name of the first legal guardian
r1_last_name / last name of the first legal guardian
r1_phone_number / phone number of the first legal guardian
r1_email / email of the first legal guardian
r2_first_name / first name of the second legal guardian
r2_last_name / last name of the second legal guardian
r2_phone_number / phone number of the second legal guardian
r2_email / email of the second legal guardian
custom field column name / any data that will appear in the custom field created in Administration > Settings > Custom Fields > Members
any column name / any additional optional information that will be uploaded in text form to the so-called Member Info Card named "Data Import"
team_groups / the name of a specific organizational unit (or multiple units separated by commas) as created in the EOS platform – the member will be directly assigned to the specified unit, and whoever has permissions for that unit will be able to assign the member to the relevant team of the unit (only applicable for the paid advanced permissions function)
In the section Management > Members click the button More > Import.
Click on "+" and upload the file.
Open and review the finished import. Using the tabs, you can filter individual records based on whether they are valid, incomplete, duplicates, or cannot be imported.
All records can still be edited and supplemented before starting the import, or you can use the button Add new to add another item (another member).
Perform the import to the member database by clicking the button Start import.
Permissions for management: Managing member imports requires write permission in the Members module.
