--- title: "Browser - Customers: Import Customers and Members from a File" description: "How to bulk import customers and members into Club Caddie Browser from a tab-separated .tsv file: start from a Customer Export, fill in the rows, import, and fix any rows that fail." --- [Skip to content](https://support.clubcaddie.com/browser-customers-import-customers-and-members-from-a-file#main-content) English Show submenu for translations [![CC fiserv. 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Enter your question and get step-by-step tips. - There are no suggestions because the search field is empty. 1. [Club Caddie](https://support.clubcaddie.com/?hsLang=en) 2. [Browser](https://support.clubcaddie.com/browser?hsLang=en) 3. [Members](https://support.clubcaddie.com/browser?hsLang=en#members) October 3, 2026 # Browser - Customers: Import Customers and Members from a File ## Add or update many customers at once by exporting your list, editing it, and importing it back ##### **Overview** Customer Import adds new customers and updates existing ones from one file, so you can move a whole list in from another system without typing each profile. The file is a tab-separated **.tsv** file, up to 100 MB, and the easiest way to get the right layout is to export your current list first and use that file as the template. Rows marked **CUST** are customers. Rows marked **MBR** are customers who also get a membership ID. ##### **Before you start** - Have your source list ready in a spreadsheet. You will paste it into the exported file, so do not build the import file from scratch. - Every row needs a **FirstName**, a **LastName**, and an **Email** or a **MobileNo**. Rows without an email or mobile number are rejected. - Plan to save the file as tab-delimited text with a file name that ends in **.tsv**. The import will not accept any other file type. ##### **Export your customer list to get the template** 1. Go to **Customers**, then the **Customer** tab, then **All Customers**. 2. If you searched the list, select **Clear** first. The export follows your last search, so a filtered list gives you a filtered file. 3. In the bottom left of the list, select the **Bulk Export** icon. ![The Customers list footer with the three bulk icons](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-customers-import-from-file-01--1.10.2-annotated.png?width=670&name=browser-customers-import-from-file-01--1.10.2-annotated.png) 4. Select **Customer Export**. ![The Bulk Export menu open](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-customers-import-from-file-02--1.10.2-annotated.png?width=670&name=browser-customers-import-from-file-02--1.10.2-annotated.png) A **.tsv** file downloads with a name that starts with **Customers\_**. Open it in your spreadsheet program. The first row holds the column headings. Do not add, remove or reorder columns. The import expects the same 24 columns as the export, starting with **HDR**. ##### **Fill in the file** 1. Add one row per new customer. 2. Leave the **Id** column blank for every new customer. To update someone who already exists, keep the **Id** from the export. 3. Set the first column, **HDR**, to **CUST** for a customer, or **MBR** for a customer who is also a member. A **MBR** row must also have a **MembershipId**. **MembershipSince** is optional. 4. Fill in the other columns you need. These are the rules for the ones that are checked: - **FirstName** and **LastName**: give both for a new customer. - **Email**: must not already belong to another customer. - **MobileNo**: a 10-digit number, which must not already belong to another customer. - **Gender**: **M**, **F** or **O**, or leave it blank. - **DateOfBirth**: any valid date. - **CustomerClass** and **CustomerTag**: names that already exist in your setup, with a semicolon between them, for example `Junior;Senior`. - **LockerNumber** and **BagRackNumber**: must not already be assigned to someone else. 5. Save the file as tab-delimited text, and make sure the file name ends in **.tsv**. When you update an existing customer, a blank cell leaves their current information alone. Two columns work differently: for an existing customer, the classes and tags in the file replace the ones they have now, so a blank **CustomerClass** or **CustomerTag** cell removes their current customer classes or tags. Member classes are not changed by this import. ##### **Import the file** 1. On **Customers**, **Customer** tab, **All Customers**, select the **Bulk Import** icon in the list footer. 2. Select **Customer Import**. ![The Bulk Import menu open with its import types](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-customers-import-from-file-03--1.10.2-annotated.png?width=670&name=browser-customers-import-from-file-03--1.10.2-annotated.png) 3. Drag your file onto the panel that opens, or select **Browse** and choose it. ![The Customer Import panel waiting for a file](https://support.clubcaddie.com/hs-fs/hubfs/kb-pipeline-images/browser-customers-import-from-file-04--1.10.2-annotated.png?width=670&name=browser-customers-import-from-file-04--1.10.2-annotated.png) 4. Check the file name and size shown under the drop area. A message appears there if the file is not a **.tsv** or is over 100 MB. Select the **x** next to the file to pick a different one. 5. Select **IMPORT**. Stay on the panel while it says **Importing**. Large files can take a moment, and **CANCEL** is unavailable until it finishes. ##### **Review the results** 1. When the import finishes, the panel shows two tabs: **Success** and **Failure**, each with a row count. The customer list refreshes behind the panel. 2. Open the **Failure** tab. Each failed row shows its **LineNumber**, the **Line** from your file, and the **Error**. 3. To save the failures, select the **Export failures to Excel** icon at the bottom of the **Failure** tab. 4. Select **CLOSE**. A row can appear on both tabs. That happens when the customer was saved but a class, tag or membership on the same row could not be applied, so check **Failure** even when **Success** has rows. To fix failures, correct those rows in a new file that keeps the heading row and holds only the corrected rows, then import that file. For a row that was saved but also showed an error, use the customer's **Id** from a fresh export so it updates instead of creating a second profile. ##### **Common Questions** **What file type can I import?** A tab-separated **.tsv** file, up to 100 MB. A spreadsheet saved as **.xlsx** will not work. If your spreadsheet program saves tab-delimited text as **.txt**, change the file name so it ends in **.tsv**. **Why does it say "Invalid tsv template imported" or "Invalid File Format"?** The first row of your file does not match the export. The import expects the same 24 columns as the Customer Export, starting with **HDR**. Export a fresh file, copy your data into it, and keep the columns as they are. Keep the file's normal line breaks too: files edited in a way that changes the line endings can be rejected with this message. **What do the messages on the Failure tab mean?** Each failed row says why. The common ones are "Email already exists with another customer", "Mobile No. already exists with another customer", "Required email or mobile", "Gender is not valid, It should be M/F/O", "MemberShipId is required" (on **MBR** rows), and messages that a locker or bag rack number is already assigned. **Can I update customers who are already in Club Caddie?** Yes. Keep their **Id** in the row. Leave **Id** blank to create a new customer. **Does this import member balances or billing?** No. Customer Import covers contact details, classes, tags, the membership ID and start date, locker and bag rack numbers. The **Members** tab has its own Bulk Import menu for membership-specific imports, which this article does not cover. **What are Customer GHIN Import and Customer Loyalty Point Import?** They are separate imports in the same menu, each with its own file layout. 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