--- title: "Member import" description: "Bulk import of members is one of the first steps after acquiring the EOS platform. It is also useful at any time later, however, when you need to easily add several members to the database at once." url: https://help.eos.cz/en/articles/142-member-import collection: "Members" updated: 2026-10-14 language: en alternates: [cs, pl, sl, sk] --- # Member import Bulk import of members is one of the first steps after acquiring the EOS platform. It is also useful at any time later, however, when you need to easily add several members to the database at once. ## **How to create a CSV** You can download the sample file below, fill it in and import it into EOS. Just keep in mind that after editing you need to **export it in CSV (UTF-8) format.** In Excel, use the option **Save as** instead of Export**.** Only this way is the correct format and transfer of data to the platform guaranteed. Applications such as Excel, Numbers or Google Sheets use e.g. XLSX, .numbers and similar as the default format, and these cannot be imported.  ### Sample tables for basic and advanced import In most cases the basic import is suitable and sufficient – all it needs is first name, last name, birth date and e-mail address. The rest of the data will be filled in by the members/representatives themselves when they first log in to the platform. [Download the sample file for basic import](https://data.eos.cz/EOS_import_vzor_zakladni.csv) In some cases it is necessary to import more data about members/representatives right away. [Download the sample file for advanced import](https://data.eos.cz/EOS_import_vzor_pokrocily.csv) > **Info:** You will learn what can all be imported in the table describing the columns below. ### **Rules for the CSV** - A valid CSV file – if the file were saved e.g. as a classic XLS, the table would not even load in the platform. - Unambiguously defined columns – no two of them may have the same name. - The order of the columns does not matter. - The file does not have to contain all the columns, the mandatory ones are enough. - The birth date must be in the classic format with dots, e.g. 12.11.2000 - Only one e-mail address must be given for each member (but one e-mail address can be given for several members – e.g. the e-mail of a parent for their three children, to which you then send them the invitations). - The field separator must be a semicolon, not a comma – but Excel or Numbers offer this as the main or only option when saving, so usually you do not even have to deal with it. - Text encoding UTF-8. When saving the file, choose CSV in the UTF-8 variant if the program offers it to you. ### **Data for import** There are three categories of data that you can import with each member: - **Mandatory** – these are key for correctly creating the member in the database, without them the import will not run. - **Optional** – data that have their own predefined fields for the member in the member database, into which the information from the import is loaded. - **Custom fields** – import any other data to members into custom fields. These can then be displayed as columns in the database and worked with further. - **Free-form** – any other data/notes that you want to record as text for the member – they are imported into their Infocard, in which, however, it is not possible to search, filter and so on. ### **Importing data into custom fields** - Go to **Management > Settings > Custom fields > Members**. - Using the "**+**" button, 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 that the column will have in your import (lowercase letters without diacritics, digits and underscores are allowed). - The value from the given import column is then written to the member into the created custom field. [ Custom fields Create different types of custom fields to record and manage any additional information about members or their representatives. You can add custom fields to both the members/representatives and to the new member registration form. ](https://help.eos.cz/cs/articles/82-vlastni-pole.md) ## **Overview of the individual columns for import** ### **Mandatory data** - **first\_name** / first name of the member - **last\_name** / last name of the member - **birth\_date** /birth date of the member (required only if it is not set otherwise in the platform configuration of the given organization) ### **Optional data** - **email** / contact e-mail – **import it right away together with the mandatory data**, if you want to subsequently invite the member/representative to the platform. E-mail addresses cannot be additionally imported in bulk later! For children under 16, import the contact e-mail of the parent. - **phone\_number** / phone number of the member - **birth\_number** / national ID number (CZ, SK) - **import\_id** / member ID from another platform or association – it is imported into EOS into the "External ID" field - **insurance\_company** / numeric code of the health insurance company (e.g. 111) - **medical\_records** / any health restriction of the member or other health-related data - **health\_checkup\_expiration\_date** / expiry date of the currently valid medical check-up - **club\_registration\_date** / date of registration/entry of the member into your organization - **position** / position on the roster (only for players) – the value must match the position set in Management > Settings > Members > Positions - **jersey\_number** / jersey number (only for players) - **nationality** / citizenship (e.g. CZE, SVK etc. – ISO 3166-1 alpha-3) - **gender** / gender (m/f or male/female, letter case does not matter) - **street** / street - **city** / city - **postal\_code** / postal code - **country** / country (e.g. CZE, SVK etc. – ISO 3166-1 alpha-3) - **register\_id** / place ID from the RÚIAN database (if it is entered and verified, the manually entered address will be replaced) - **internal\_note** / internal note - **deleted\_at** / date of deletion/deactivation of the member (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 representative - **r1\_last\_name** / last name of the first legal representative - **r1\_phone\_number** / phone number of the first legal representative - **r1\_email** / e-mail of the first legal representative - **r2\_first\_name** / first name of the second legal representative - **r2\_last\_name** / last name of the second legal representative - **r2\_phone\_number** / phone number of the second legal representative - **r2\_email** / e-mail of the second legal representative - **member\_from** / member from (date) - **member\_to** / member to (date) ### **Custom fields** - **name of the custom field column** / any data that is written into the custom field created in Management > Settings > Custom fields > Members - in the case of the field type **Selection from values** separate the imported values with a comma without a space ### **Free-form data** - **any column name** / any other arbitrary data that is loaded in text form into the member’s so-called Infocard named "Data import" ### **Extended permissions** - **team\_groups** / name of the specific organizational unit (or of several units separated by a comma) as they are created in the EOS platform – the member is immediately assigned to the given unit and whoever has permission for the unit will be able to assign the member to the appropriate team of the unit (only for the paid extended permissions feature) ## **How to carry out the import** - In the section **Management > Members** click on the button **More** > **Import**. - Click on "**+**" and upload the file. - Open the finished import and check it. Using the tabs you can filter the individual records according to whether they are valid, incomplete, duplicate or impossible to import. - All records can still be edited and completed before the import is started, or, using the button **Add new** you can add another item (another member). - You carry out the import into the member database with the button **Start import**. ## **Permissions and access** **Permission for management:** To manage member imports, write permission is required in the module **Members**.