Here’s how you can import your client data into Kahunas in just a few steps:
1. Prepare your CSV file: Include all relevant client details such as First Name, Email, Phone Number, and optional fields like Package ID and Check-In Form.
2. Ensure correct formatting: Mandatory fields must be filled out, and optional fields should follow the correct format (e.g., for dates, use DD/MM/YYYY).
3. Upload the CSV: Head to the client import section of Kahunas and upload your CSV file.
4. Review the import: Kahunas will automatically populate the client profiles. Review the uploaded data to ensure everything was correctly imported.
3. How can I ensure my clients’ data is correctly uploaded to Kahunas?
To ensure your clients’ data uploads successfully:
• Fill in all mandatory fields: First Name, Email, and Payment Status are required for every client.
• Follow proper formatting: For example, ensure that the email address is in a valid format (e.g., user@domain.com) and dates follow DD/MM/YYYY.
• Check for errors: Before uploading, double-check your CSV file for any typos or incorrect information that may prevent successful import.
• Review the uploaded data: After importing, review your client profiles to make sure everything is showing correctly.
4. What are the required fields when adding clients to Kahunas?
When adding clients to Kahunas, the following fields are mandatory:
• First Name: Must be free of numbers or special characters (e.g., ‘John’ is valid; ‘J0hn!’ is not).
• Email Address: Must be in a valid email format (e.g., ‘user@domain.com’).
• Payment Status: Must be either ‘yes’ or ‘no’ depending on the client’s payment method.
Optional fields include Phone Number, Birthdate, Weight Measurement (kg or lbs), and any pre-assigned forms such as Check-In, Daily Habit, or Initial Q/A forms.