UsefulDesk
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Bring your register and Excel sheet with you.

Bring your member list in from Excel or CSV, and work your own renewals from the first day of your trial.

Start 14-day trial How UsefulDesk works

New software shouldn’t mean typing every member again.

Switching usually stalls on the first job: getting every member into the new system.

  • Approved Meta Tech Provider
  • Razorpay Technology Partner
  • 14 days free, no card
  • 24/7 support on WhatsApp

How it works in UsefulDesk

  1. Get your list into a file

    Save your spreadsheet as CSV or Excel. A paper register needs typing into a sheet first.

  2. Upload it

    Upload the file in UsefulDesk, or copy the rows from Excel or Google Sheets and paste them in.

  3. Match your columns

    Tell UsefulDesk which of your columns hold each member’s name, phone number, plan and dates.

  4. Fix what’s flagged

    Rows with a problem, such as a missing or invalid phone number, are flagged so you can fix them before they are imported.

What the import sorts out for you.

Real member lists are messy. The import expects that.

  1. Your sheet uses its own column names

    Match each of your columns to a field in UsefulDesk. Columns you don’t need are simply left out.

  2. Plan names that don’t match yet

    Plans written in your file are matched to your plans in UsefulDesk, or added as new ones. Members with no plan wait until you choose one.

  3. No expiry dates in the file

    UsefulDesk works out each member’s expiry from the length of their plan.

  4. The same person twice

    Rows that look like the same person are shown to you before anything is added, so each member is added once.

At a glance

Formats
CSV and Excel, or rows pasted from Excel or Google Sheets
Columns
Matched to UsefulDesk’s fields during import
Needed for each member
A phone number and a plan
Plans in your file
Matched to your plans, or added as new ones
Fees
Paid or due, from your file or from one question during the import
When
Any time, including your 14-day trial
Help
Free: our team can import your list and set up your plans for you

How to get your member list ready.

A little tidying before you import saves fixing later.

  • Start with four columns

    Name, phone number, plan and expiry date. Joining date, fees and notes help, but these four are enough to start working renewals.

  • Use the WhatsApp number

    Put the number each member uses on WhatsApp, one per cell, written the same way on every row. That is the number reminders go to.

  • Use one name for each plan

    If your sheet says “3M”, “Quarterly” and “3 months” for the same plan, pick one. Fewer names means less to match during the import.

  • Start with active members

    Members whose plans are running, or ended in the last few weeks, are the ones you will remind first. Older records can come later, or stay in your old file.

  • On paper? Send us photos

    Type the active members into a sheet, or ask for free setup help: send clear photos of the register pages and our team will add them for you.

Questions

Will you move our data for us?

Yes, for free. On the Setup card in UsefulDesk, press Ask our team to do it, or message us on WhatsApp. Send us your Excel sheet or a photo of your register, and we’ll add your plans and members.

Our records are on paper. What should we do?

Type them into a spreadsheet and import it, or send us a photo of the register and we’ll set it up for you, free. Name, phone number, plan and expiry date matter most for renewals.

Can we import during the free trial?

Yes. It’s the best time: you’ll see your own members in Renewals instead of demo data.

Which columns does my file need?

A phone number and a plan for every member. A member without a name shows as “No name” until you add one, and missing expiry dates are worked out from the plan’s length.

Can I paste from Google Sheets?

Yes. Select the rows in Excel or Google Sheets, copy them, and paste them into the import.

What if my file doesn’t say who has paid?

The import asks once: either everyone has paid, or everyone owes their plan fee. UsefulDesk records that for each member.

What if a member appears twice?

Rows that look like the same person are shown to you before anything is added, so you can add them once.

Try it on your own members.

Fourteen days free. Import your member list as a CSV or Excel file, or let us set it up for you, free.

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