Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
Project Import Center
CSV imports · MemberLift / Manager Coaching Console
Import flow: choose type, upload or paste CSV, map columns, validate rows, preview errors, dry-run, then commit only when permissions and persistence are configured. Demo tenant: production actions are disabled until backend persistence and permissions are connected.
Dry-run importNo production write
Upload CSV
Accepted file type: .csv. CSV content is treated as untrusted input and escaped before display.
Template
Sales Data
Tenant-wide sales, conversion, appointment, and revenue rows.
Headers
external_id,location_name,location_code,date,lead_source,channel,appointment_count,first_appointment_count,membership_sold_count,conversion_rate,revenue,membership_revenue,service_revenue,product_revenue,missed_call_count,recovered_lead_count,follow_up_count,notesexternal_idoptional · text
location_namerequired · text
location_codeoptional · text
daterequired · date
lead_sourceoptional · text
channeloptional · text
appointment_countoptional · number
first_appointment_countoptional · number
membership_sold_countoptional · number
conversion_rateoptional · number
revenueoptional · currency
membership_revenueoptional · currency
service_revenueoptional · currency
product_revenueoptional · currency
missed_call_countoptional · number
recovered_lead_countoptional · number
follow_up_countoptional · number
notesoptional · text
Validation preview
0 valid · 0 invalid · 0 total rows
| Row | Status | Errors | Preview |
|---|---|---|---|
| No CSV parsed yet. | |||
Import history
| Job | Scope | Status | Rows | Timestamp |
|---|---|---|---|---|
| Completed dry-run project URL import | project | completed | 2 valid / 1 invalid / 3 total | 2026-05-08T00:00:00.000Z |
| Failed user creation validation | project | failed | 0 valid / 2 invalid / 2 total | 2026-05-08T00:00:00.000Z |