Step 1: Create the file containing checkin data
- DO NOT INCLUDE COLUMN HEADERS. THE FIRST ROW MUST BE DATA.
- Please note that duplicate records will be skipped.
- DATA FORMAT: ShapeCardID{TAB}ClubCardID{TAB}LastName{TAB}FirstName{TAB}ClubId{TAB}ClubName{TAB}Date{TAB}Time
- ShapeCardID - Members Shape Card ID
- ClubCardID - Members Shape Card ID
- LastName - Members Last Name
- First Name - Members First Name
- ClubID - This is the client code which can be found under tools/facility info/select/search/details/copy the checkin UID for Methods for example is TEST-000001
- Club Name - Enter the club's Name (also found under Facility Info) in our example it is Method Fitness
- Date - Enter the date the member checked in MM/DD/YYYY
- Time - Enter the time the member checked in for example 4:25 AM
- Save the file as a single TAB-DELIMITED txt file.
- The maximum file size of the file is 2MB.
Step 2: Upload the file to process the checkins
Tools/Data Import/Import Checkin Data
Click the Browse... button to locate the file on your computer.
- Select the file and click the OPEN button.
- Once the dialog box closes, click the Upload & Validate File.
- If errors appear address the errors For example it may show
- Row 3: Swipe Card ID is not assigned to anyone in Shape: SwipeCardId[AA2252]
- Once the file is ok under STEP 2 you will see a similar message
- 2 records were successfully read from the file: samplecheckinimportmethod_20191119112147.txt. Please click the APPLY CHECKINS button.
- APPLY THE CHECKINS - click the Apply Checkins button to process the data into your Shape System.
- If the file was successful you will see a similar response
- Successful Update
- There were [2] successful checkins uploaded out of [2] possible. There were [0] duplicates that were skipped and [0] failures. File: [methodmembercheckinimport2_20191119105404.txt]. Please view the audit log to view failures.
- Failures
- To Review the failures if any go to reports/audit/system audit trail
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