Exporting Member Data From eSoft Planner

Modified on Tue, 15 Nov 2022 at 01:28 PM

Here are the steps to export your member data from eSoft Planner for import to Member Splash.

1. Login into your eSoft Planner accounts.

2. Navigate to the Accounts -> Clients menu: 

3. Click on the Export Clients link:

This will give you an Excel file with a row for each account at your club. Individual family members are listed as additional columns in that row. That's fine, Member Splash's import will adjust for that.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article