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Exporting Member Data From eSoft Planner

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. Please use the downloaded data from eSoft and configure this data on the Master Data Sheet provided by the Onboarding Team.

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