Importing and Exporting Users

Build or update your database in just a few minutes: express entry, Excel/CSV file import with column matching, customisable export and ADOC synchronisation for French organizations.

Summary

Adding a few users on the fly

  1. Go to Administration›Users›Import / Export›Quick Create.
  2. Fill in one row per user: last name, first name, e-mail, phone. Click Add a line if needed.
  3. Enable Send login credentials by e-mail to automatically deliver the login and password.
  4. Click Save.

Logins are generated according to your default password settings. The profile and Subscription assigned are those defined by default in the advanced settings — check them before your first entry, as they will apply to every account created afterwards.

Directory and Default Settings
Open your organization's directory to help players find partners, and set the values applied by default to every new user: profile, subscription, passwords and privacy.

Importing an Excel or CSV file

The import takes place in five steps, and you can go back to any screen:

  1. Drop your file (.xls, .xlsx or .csv) into Administration›Users›Import / Export›Import a File.
  2. File Analysis: check that accents and dates are correctly interpreted. This is the moment to fix a badly encoded file, before the errors spread.
  3. Column Configuration: match each column to a field (Subscription, groups, licence, credits, custom fields, etc.). Detection is automatic based on the first row; untick the columns you do not want. Only the last name and first name are mandatory.
  4. Preview: warnings do not prevent the import, the cells concerned take the default value.
  5. Start the import, then review the row-by-row report: Added, Updated or Error, with the note Credentials sent where applicable. Download the report keeps a copy of it.

Understanding how the import avoids duplicates

Each row is matched against your database in this order: by login if your file contains that column, otherwise by last name and first name. When a match is found, an update is carried out; otherwise, an account is created.

Matching by last name and first name is sensitive to spelling: “Jean-Pierre Martin” and “Jean Pierre Martin” will create two accounts. Add a login column to your file whenever you update an existing database.

An import cannot modify a record that your profile does not allow you to manage: those rows appear as errors in the report and are not applied.

Profiles & roles
Profiles determine what each user can do in the application: view calendars, manage other people's bookings, administer the organization. The subscription sets booking rights; the profile sets access rights to features.
Managing Users Day to Day
User management centralises all your organization's records: contact details, login credentials, subscription, credits, notes and trash. It is your entry point for all day-to-day operations.
The login and password are generated automatically for new users, unless your file contains columns dedicated to these values.

Exporting your database

  1. Go to Administration›Users›Import / Export›Export a File.
  2. Select and arrange the columns to export.
  3. If needed, narrow down the exported population with Filters: Subscription, profile, group, status.
  4. Click Preview, then Export (.xls) to download the file.

With Create a Template, save your column configuration to retrieve it in one click during a future export.

Create one template per use case: a “treasury” export with the Subscription and its payment status, a “federation” export with licences and rankings, a “contacts” export limited to contact details. Each one can then be run again without any reconfiguration.

Synchronising with ADOC (FFT)

French organizations affiliated to the FFT can synchronise their licence holders from Administration›Users›Import / Export›ADOC Sync (FFT), in two ways:

  • Direct connection: enter the affiliation number and your ADOC credentials, then click Log In.
  • File upload: drop in the export.xls file downloaded from ADOC.

Then match the ADOC packages to your Subscriptions, select the licence holders and click Sync. The Download the report button details the additions and updates carried out.

Matching ADOC packages with Subscriptions is the point to get right: it determines the Booking rights of the imported licence holders. Create your Subscriptions before the first synchronisation.

Create and Manage Subscriptions
Subscriptions define your users' booking rights: access period, price, quotas and rules. Create one subscription per plan offered by your organization, then assign it on the user profiles.

Automating data exchanges

Import and export cover one-off, manual needs. If your organization needs to keep its database continuously synchronised with another piece of software, the API exposes the same data programmatically — and also lets you create and modify accounts.

Connect your tools with the API
The API lets a third-party application access your organization's data programmatically: membership records, calendars, bookings and billing. You enable it in two clicks and protect it with a key, a list of authorized addresses and usage monitoring.
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User directory
Updated on ဗုဒ္ဓဟူး, 2026 ဩဂုတ် 05
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