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Must know
  • Only Uplifter can confirm a Hero import. Staff with Edit Settings can attach files and have Hero prepare the import, but selecting Import batch shows “You don’t have permission to do that.” and nothing is imported.
  • Prepared files are not imported yet. Nothing reaches your club’s records until the import is confirmed.
  • Hero takes all the files you attach in one pass. It can remap a column, clean up names and junk rows, and merge two files before it prepares the import.
  • Matching: a guardian matches an existing guardian by email, and an athlete by name plus date of birth. A guardian row with no email is skipped.
How it works. Hero inspects, maps and cleans your files, then prepares an import confirmation. The card and its Import batch button appear for you, but club staff can’t confirm it, so nothing is added. What Hero can bring in. Athletes, guardians, staff, programs, facilities, attendance, memberships and waivers. Hero can also prepare medical information and store products.
1

Attach your files

Use the paperclip or drop files on the Hero panel (both need Edit Settings). Attaching sends a message for you, so Hero replies with a first look. Then ask it to import.
2

Review the mapping

Hero reads the real columns and sample rows, says what each maps to, and asks when something is unclear. To fix or stop one column, just ask: there is no need to re-map the file. A combined “Last, First” name column is split for you at import.
3

Let Hero clean up

Hero can remove placeholder rows and junk columns, or merge two files into one. If Hero can’t process the file right now, it suggests fixing the source file.
4

Review the confirmation

Hero quotes the create, update and skip counts in the chat, then prepares a card headed Hero wants to confirm, with Cancel and Import batch. It shows a summary such as “Import 120 athletes and 80 guardians from 2 staged files.”, the number beside each record type (guardians read Parents) and “2 staged files · imports only after you confirm”.
Reading the counts. The numbers count rows in your files, not records created. A guardian row updates the existing guardian with the same email. An athlete row updates the existing athlete with the same name and date of birth. Any other athlete row, or guardian row with an email, comes in as new, so a re-import can still create duplicates. Cancel. Cancel removes the card, and it returns as a muted Dismissed row when you reopen the conversation. File size limits. Larger files are refused with a message. What happens next. To have the import confirmed, contact Uplifter support and say Hero has prepared it. Until then, nothing changes in your club. After an import. An import that brings in memberships or passes switches that feature on for your club. Moving your whole club? Uplifter’s team handles moves from Uplifter 1.0 or another system, not a Hero import. For Uplifter 1.0, see How does moving from Uplifter 1.0 to the new Uplifter work?. For another system, see the first link below. Related: We’re coming from another system: how do we get our data in? · How do I upload a file for Hero to read or analyze? · What happens when Hero prepares a change (nothing changes until you confirm)? · Why does Hero offer fewer capabilities to some staff members?