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Must know
  • Self-serve setup has no import step. Uplifter’s team imports your data from another system for you.
  • Clean up your data first. Guardians and staff are matched by email, and athletes by name plus date of birth.
  • Nothing is imported until the import is confirmed, and only Uplifter can confirm it.
Who does the import. You set up the rest of your club yourself, but Uplifter’s team brings your data over from your previous system or from spreadsheets. Moving from Uplifter 1.0 instead? That is a separate process.
1

Contact Uplifter support

Tell Uplifter support which system you’re moving from. You can email support@uplifterinc.com before you have a dashboard.
2

Clean up your records

Fix duplicate or missing guardian emails, and make athlete names and birth dates consistent.
3

Export your data

Export your records from your previous system. Your own spreadsheets are mapped column by column.
4

Uplifter confirms the import

Your data is held for review first, and nothing lands in your club until Uplifter confirms it.
What can come over. Guardians, staff, facilities, programs, athletes, medical information, enrollments, memberships (plans, passes and who holds them), waivers (text and signatures) and store products. How records are matched. These rules decide whether a row updates a record your club already has, comes in as a new one, or is skipped: If an import is never confirmed. The held import is discarded. Tell your families. Families brought over in an import may not get a welcome email, so let them know about their new accounts yourself. Preparing a file with Ask Hero. If Uplifter has turned on Ask Hero for your club, staff with the Edit Settings permission can have it prepare an import from a file in the admin dashboard, but only Uplifter can confirm it. Related: Setting up your club on Uplifter · Can Hero prepare an import for my club? · How does moving from Uplifter 1.0 to the new Uplifter work? · What are Uplifter 1.0 things called in the new Uplifter?