Import your members

Web Owner · Admin · Manager

Moving your whole gym from another platform? Use Switching to Forge OS instead. It handles plan mapping, payment methods, and historical waivers — this article covers a plain roster import.

Prepare your file

A CSV with a header row. Supported columns:

Column	Required	Notes
`email`	Yes	Must be unique
`first_name`	—
`last_name`	—
`phone`	—
`date_of_birth`	—	Drives birthday messages
`status`	—	Defaults to `lead`
`source`	—	Where they came from
`notes`	—
`emergency_contact_name`	—
`emergency_contact_phone`	—
`custom_fields`	—	For fields you’ve defined

Steps

Go to Members → Import

Upload your CSV

Map your columns

Match your spreadsheet’s headers to Forge OS fields. You don’t have to rename anything in your file.

Review and confirm

Check the preview. Fix problems in the CSV and re-upload rather than importing bad data and cleaning up after.

Notes

Duplicate emails are skipped, not duplicated.
Imported people default to Lead. They can’t book or check in until they have an active subscription. That’s deliberate — importing a roster doesn’t create paying members out of nothing.
Import doesn’t create subscriptions or charge anyone.