Data Import¶
Documentation in progress
This page is being expanded with detailed instructions. Check back soon for complete content!
Overview¶
Import your existing club data into ToastHost from other systems like EasySpeak or spreadsheets.
Supported Import Sources¶
EasySpeak¶
Import data from EasySpeak including:
- Member information
- Meeting history
- Role assignments
CSV/Spreadsheet¶
Import from Excel or CSV files:
- Member lists
- Payment records
- Historical data
Importing from EasySpeak¶
Step 1: Export from EasySpeak¶
- Log into EasySpeak
- Navigate to export options
- Download your club data
- Save the file(s)
Step 2: Import into ToastHost¶
- Go to Club Setup > Import Data
- Select "EasySpeak" as source
- Upload the exported file(s)
- Review the import preview
- Confirm and import
Step 3: Verify Data¶
After import:
- Check member list completeness
- Verify meeting history
- Confirm role history accuracy
Importing from Spreadsheets¶
Preparing Your Data¶
Format your spreadsheet with columns:
- Name (required)
- Email (required)
- Phone (optional)
- Join Date (optional)
- Status (optional)
Step 1: Download Template¶
- Go to Club Setup > Import Data
- Download the CSV template
- Fill in your data following the template format
Step 2: Upload and Import¶
- Upload your prepared CSV file
- Map columns to ToastHost fields
- Preview the import
- Confirm and process
Step 3: Review Results¶
Check for:
- Import success count
- Any failed records
- Duplicate handling
Tips¶
- Clean your data before importing
- Remove duplicates from source data
- Back up your original data
- Import in test mode first if available
- Document any manual adjustments needed
Common Questions¶
Will import overwrite existing data?¶
Import typically adds new records. Duplicates are handled based on email matching.
Can I import meeting history?¶
Yes, for supported formats. Check the import options for historical data.
What if some records fail?¶
Review the error report, fix issues in your source file, and re-import failed records.