How to upload ClubReady data to Malartu (monthly)

How to upload ClubReady data to Malartu (monthly) using the drag-and-drop integration

  1. Create a folder on your computer and label it the location you are working on. 
  2. Create subfolders for each month of the year (THIS IS IMPORTANT).
  3. Login to ClubReady and select your location.
  4. Click the Reports tab in the top banner.
  5. We will be running seven reports to create the Malartu | ClubReady template in Malartu.
  6. Select the Intelligence tab on the left-hand side and then select Referrals.
  7. Using the two calendars, select the first month to download, in this case January 2019.
  8. Select "All consults during report date range" and "All conversions during report date range", click Run Report, click the save icon at the top left of the report, and save as Excel. DO NOT CLICK EXCEL EXPORT ONLY as that will save the wrong Excel file type. (For verification, each file type should save as .xlsx)
  9. Save the Referrals download to the "01 Jan" folder we created in step 2.
    1. Repeat this process for all months you'd like to upload, substituting the "01 Jan" folder with the appropriate month. Make sure the calendar on the left has the first day of the month and the calendar on the right has the last day of the same month before downloading.
  10. You will need to repeat this process for the following reports and select the corresponding dropdowns:
    1. Intelligence > Referrals
    2. Members > Frozen Members
    3. Members > Lost Members
    4. Members > Member List
    5. Members > New Members
    6. Misc > Remit Report
    7. Sales > Gross Sales
  11. Activate the ClubReady integration in Malartu by clicking on Data Sources > Integrations > ClubReady > Activate.
    1. Open your folder of ClubReady files in a separate window.
  12. In Malartu, click the "Report Date" field in the integration panel.
  13. Select any day in the month you are uploading, in this case, January 2019.
  14. Go to the monthly download file you created and select all the files at once and drag those files to the "Add Reports" section in Step 13.
  15. You should see a pop up that says your data is being uploaded, and after just a moment, another popup saying your data has been imported! For the initial setup, repeat these instructions for each month that is being added to the system. Once complete, you will just need to upload data once a month.
  16. Celebrate! You are owning your franchise and analyzing all the important details. Let us know if you'd like to discuss how to supercharge your account!