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Getting Started

Import Contacts

Use CSV, XLSX, or XLS imports to bulk add contacts into Red Belt Gym to quickly add students, members, and leads without manual data entry.

By Red Belt Team | Last Update: October 31, 2026

  1. Visit redbeltgym.com.
  2. Sign in to your account.
  3. Click Contacts in the left-side menu.
  4. Click Import contacts in the top-right corner. The import panel opens on the right side of the screen.The Import contacts button above the Contacts list
  5. Name the import in the Save this import as field, for example import_contacts_test.
  6. Optional: select a Phase, such as Lead. Every contact in the file gets this phase.
  7. Optional: select a Status, such as New Lead. The list shows only the statuses for the phase you chose.
  8. Under In case of duplicates, choose what happens when a contact in your file already exists in Red Belt Gym:
    • Skip leaves the existing contact unchanged.
    • Overwrite replaces the existing contact's information with the information in your file.
    The import name, Phase, Status and duplicate options in the Import Contacts panel
  9. Click Upload File and choose a CSV, XLSX, or XLS file. Files can be up to 5 MB. You may also drag the file onto the upload area.

    Not sure how to set up your file? Click Download sample template for Import to get a ready-made spreadsheet.

    The upload area with the Upload File button and the sample template link
  10. Your file name appears in the upload area. Click Remove & New to choose a different file, or click Next.The uploaded file name, the Remove & New button and the Next button
  11. Mapping Details: the panel shows how many records were found. For each Red Belt Gym field, click Select a header and choose the matching column from your file.The list of column headers from the file
  12. Map the four required fields, marked with an asterisk (\*): First name, Last Name, Email and Phone. You can't continue until these are mapped. Map any other fields you want to bring in, such as Date of Birth, Address or Program, then click Next.
  13. Confirm Mapping: if some fields aren't mapped, you'll see Following fields are not mapped but still you can process. The other fields are optional. Map more fields if you want, or click Next to continue.The message about fields that are not mapped
  14. Summary: you'll see Importing in progress. The import runs in the background, and Red Belt Gym notifies you when it's complete. Click Close.The Importing in progress message and the Close button

NOTE: The import moves through four stages: Upload File, Mapping Details, Confirm Mapping and Summary. Larger files can take a few minutes to finish.

Frequently Asked Questions

Common Questions & Troubleshooting

How do I add an individual contact?

Read our article for adding contacts.

How do I edit contacts?

Read our article for editing contacts to update student information.

How do I add a dependent?

Read our article for adding dependents to linked accounts.

How do I get past the upload screen?

You must fill in the Save this import as field and upload a CSV, XLSX, or XLS file of 5 MB or less.

What's the difference between Skip and Overwrite?

Skip doesn't change contacts that already exist in Red Belt Gym. Overwrite replaces an existing contact's information with the information in your file. If you're not sure, choose Skip.

Why don't I see my new contacts yet?

Imports run in the background. Wait a few minutes, then refresh the Contacts list. If a contact already existed and you chose Skip, it won't change.

What happens if my file has the same contact twice?

If duplicate records are found in the import sheet, the last duplicate row is used as the valid record.

What is field mapping and how to do it?

Field mapping is the process of matching attribute fields from a source to attribute fields on a target source to prevent data loss during the migration processes, e.g. First Name to First Name. The First name, Last Name, Email and Phone fields must be mapped before you can continue. The other fields are optional. If you leave them unmapped you'll see a warning, but you can still continue.

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