Your tennis school, coach or office sends you the list of participants with what each person must be invoiced? Import it as it is: Plugin.ch recognises the columns, suggests the item for each row, finds the people among the club members, creates the missing ones and adds the lines to their next invoice.

To open the wizard: in the menu Invoices, open Link an item then click Import (Excel) at the top of the page.

Drag the file into the area Drop your file here or click to choose it: Excel (.xlsx, .xls), LibreOffice (.ods) or CSV, 15 MB at most. The file may have a title above the table: the header row is found automatically.

The first step of the wizard

The file must have one row per person, with at least the last name and first name. The Template file button downloads an example table.

Each column is recognised by its title, in any order and in French, German, English or Italian. The Used for column shows what Plugin.ch will do with it; change it if needed.

The file columns and how they are used

Columns only useful to create a person (address, postcode, phone…) are also recognised. Leave the other columns on — Do not use —. Click Choose the items.

For each value of the item column (for example each lesson programme), Plugin.ch suggests the most similar club item and shows how many rows and what amount are concerned:

• Suggested: the item clearly matches;
• To check: check the suggestion;
• To choose: no item matches, choose one.

An item and a name for each value of the file

In the list, you can also choose Invoice nothing to ignore a value, or create the item if it does not exist yet. The Name on invoice column is the text printed on the invoice. The Add to all names field completes all the names, for example with “winter 2026-2027”.

Extra charge and discount columns each have their own item. For an extra charge, Same item as the main line invoices the item of the row again, for example for a second training.

Click Check the rows.

Each row of the file is matched with the club members, and only with them: by member number, AVS number, e-mail and first name, or last name, first name and date of birth. Plugin.ch also spots people written slightly differently (short first name, double last name, typo, almost identical date of birth): these rows are marked in orange, with the reason for the match, and grouped under Matches to confirm.

Person found or to create, and lines to invoice for each row of the file

For each row, the Person list lets you choose:

• Link to this member: the person found;
• Create the person (or Create a new person if the match is wrong);
• Ignore the row.

The column To invoice column shows the lines that will be added. An unreadable value (amount, date, AVS number…) is shown in red or orange: click it to correct it. A difference with the Total column of the file is shown under the row total.

Import options:

• Create people missing from the club: if unticked, these rows are ignored;
• Activate the accounts of created people: if unticked, the accounts stay inactive until the club activates them;
• Complete empty custom fields of existing members: for example the AVS number, never replaced if it is already filled in.

The button at the bottom of the page shows the number of lines and the total. Click it and confirm. New items are created first, then the lines are processed in small batches: keep the page open until the end.

The result row by row

The result shows for each row the linked amounts, the people created with their username and any failures. The lines appear on the page Link an item, without an invoice: they will be included in each person's next invoice.

To link an item to just a few people, see the article Assign an item to a member.