You can import members from an external system or from a manually maintained list into Coachannel by using a CSV file. Coachannel updates already existing members during import if the CSV file contains the email address of the existing member.ContentDownloading a sample CSV filePreparing a CSV fileImporting a CSV fileDownloading a sample CSV fileHere is how you can download a sample file and use it as a template:Click on Members in the main menu bar.Click on Import Members. Coachannel opens a window with a description.Click the link labeled "here" in the description. Your browser downloads the sample CSV file.Preparing a CSV fileFor the import, you will need a CSV file with the information of your members. You can use the sample file for this or create a CSV file.Notes:You can use a text editor to create or edit CSV files. This text editor mut be able to save text as a plain text file without formatting. Suitable text editors are, for example, TextMate (for Mac) or Notepad++ (for Windows PCs).Alternatively, you can export CSV files with all common spreadsheets, for example, Excel. However, a spreadsheet does not automatically export CSV files in the structure that Coachannel is able to process. You are able to check the CSV file with a text editor.For the import, Coachannel expects a CSV file with a specific structure. Example:firstname,lastname,email,password,courses,purchasedate
John,Doe,jdoe@gmail.com,johnsPassword,"957cd56e-d075-49de-9817-f357ec2a0976,2b670dd0-ad6e-4f74-8792-f6cf6fafadf0",2022-07-01
Jane,Miller,Miller@example.net,"J@nesPassw0rd,w!th",957cd56e-d075-49de-9817-f357ec2a0976,You can import the following information from a CSV file:Description in CoachannelField in the CSV fileNoteFirst name*firstnameLast name*lastnameEmail address*emailCoachannel uses the email address to identify existing members. Therefore, each email address should only exist once in your CSV file. If the CSV file contains an email address for existing members, the member will be updated in Coachannel.PasswordpasswordIf the field is empty, Coachannel will automatically create a password for newly imported members.CoursescoursesFor the course assignment, Coachannel requires the course UUID. You can find the course UUIDs by opening your course's lecture overview. The browser address bar contains the course UUID.Example for the course UUID 957cd56e-d075-49de-9817-f357ec2a0976: https://app.coachannel.com/de/courses/957cd56e-d075-49de-9817-f357ec2a0976/lecturesYou can specify multiple course UUIDs in the CSV file. To do so, use (") at the beginning and at the end of the field.Example: "957cd56e-d075-49de-9817-f357ec2a0976,2b670dd0-ad6e-4f74-8792-f6cf6fafadf0"When updating members, exisiting assignments to courses are kept. If the CSV file contains course UUIDs for exisiting members, the member will be associated in addition to those courses.  Purchase datepurchasedateIf the field is empty, newly imported members will be created with the current date as the purchase date. You can create a new date in the following format YYYY-MM-DD:YYYY = four-digit yearMM = two-digit monthDD = two-digit day.Example: 2022-07-01The purchase date determines the delayed access to courses, chapters, or lectures.*) mandatory fieldsNote:If a field contains commas or special characters (e.g., ! or #) place double quotation marks (") at the beginning and the end of the field.Example: "yo,ur#passw0rd!".Importing a CSV fileClick on Members in the main menu bar.Click on the Import Members button and select your CSV file.Click on the Import Members button. Coachannel creates the members and emails them:An email with the template "New Member" is sent to new members. This email contains automatically generated access information and a login link.An email with the template "New Order" is sent to existing members. This email contains information about activated courses.Note:If Coachannel cannot import the CSV file, an error message is displayed and no members are imported.