Bring your customers with you.
Import contacts and current memberships paid outside Pilotare. Preview every row before saving. Existing records are kept unchanged.
- Download the template and replace the example row. Name and email are required.
- For contacts only, leave the membership columns blank.
- For members, use an existing plan name, current paid-period dates (YYYY-MM-DD), remaining hours, and payment source. The end date is the first day their hours are no longer valid.
Create your studio workspace and membership plans first. This does not transfer subscriptions, charge anyone, or send emails. Existing members need individual review; importing does not renew them.
Need help preparing your file? Contact us about onboarding.