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.


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