What Student Data Can and Can Not Be Imported into Kicksite?
To request an import of student and/or prospect data, please email data@kicksite.net. If you have a spreadsheet file with student or prospect data you’d like imported, please attach the file(s) in your email. If you are switching from other software, be sure to put the name of your previous software in the request to import; the Data team can either give you directions to export data yourself, or can export the data for you.
Please note: While the data import options are unlocked to administrators and employees, Kicksite recommends letting the Data team handle your data imports. The data importer software has many strict requirements for the type, formatting, and contents of cells in the import spreadsheet; the strict requirements are to ensure that the data imported is clean and formatted correctly.
The following information can be imported into Kicksite for students:
- First, Middle, and Last Name
- Status (active or inactive)
- Birthdate
- Gender
- Street, City, State, Zip
- Phone
- Guardian/Parent Name, Phone, Email, Relationship (can have 1 or 2 guardians)
- Emergency Contact Name, Phone (can have 1 or 2 emergency contacts)
- Family Name
- Belt Size
- Comments (or notes)
- Pinned Comments (such as medical or critical notes)
- Source
- Program and Rank (Must be able to match programs/ranks in Kicksite.)
- Membership, Membership Start Date, Membership End Date (Requires membership name to match in Kicksite; start date and end date required as well.)
The following information can be imported into Kicksite for prospects:
- First, Middle, and Last Name
- Status (active lead or archived lead)
- Birthdate
- Gender
- Street, City, State, Zip
- Phone
- Comments (or notes)
- Pinned Comments (such as medical or critical notes)
- Source
The following information can NOT be imported into Kicksite:
- Credit card numbers or bank account numbers
- Invoices, receipts, payment history, or recurring billings
- Photos of students or prospects
- Signed contracts, agreements, or waivers
- Promotion or rank history
- Attendances and attendance history
Most of the above information can be added individually on the student profile page by the admin or employees.
Importing card info or bank account info is often requested. Kicksite does not offer this service for several reasons:
- To import card info would require that customer card data to be in unencrypted files, which is against PCI Compliance.
- Some software will require you (the school owner) to pay a significant fee to export encrypted card info. (Don’t waste your money exporting data that you can’t use!)
- The card holder’s name often differs from the student’s name. In this case, the card info would not be attached to the correct student. (Especially true for students who are children and need a parent’s card on file.)
Kicksite CAN help you collect card info from your students and parents, however: You can send Payment Method invitations to students in bulk to have parents and students provide their card info via a secure link.