Warning! e-Captain can only import from the first tab in your MS Excel file!
Large groups of people or companies can quickly import e-Captain by members or a contacts file in the form of an Excel file. In the chapter available fields, you will find the fields that are available for the import.
For the Import within e-Captain, the first column (A1) of the MS Excel document must start with a Member number (without a dot). The first row of the MS Excel file must consist of field names, this is the header.
You must ensure that unique member numbers are listed in the A column.
You have now imported your MS Excel document with the companies. The companies should be added and visible under Member Management.
Companies in Member Management have the following icon. |
The address fields in Excel for the import of members and companies have different field names. A detailed description can be found here and then the chapter Address fields Excel.
Personal data | Possible Values |
Member no | Compulsory first column |
2nd name | |
Direct Debit (B1 / B2) | Bank / Giro |
Direct Debit Name | |
Direct Debit City | |
VAT No | |
Bank account number 1 | |
BIC 1 | |
Bank account number 2 | |
BIC 2 | |
Company Name | Required |
Contact persone | |
Creditor | Yes / No |
Extension number | |
Work email | |
Invoicing | Yes / No |
Invoice preference | |
Fax | |
Username | |
Chamber of Commerce number | |
Magazine | Yes / No |
Work mobile | |
Entrepreneur | Yes / No |
Comments | memo |
Start date Member | Date |
Stop date Member | Date |
Telephone work1 | |
Telephone work2 | |
password | |
Work website |
Visiting address | Postal address | Invoice address (optional) |
Visitingaddr.Building | Postaladdr.Building | Invoiceaddr.Building |
Visitingaddr.Address | Postaladdr.Address | Invoiceaddr.Address |
Visitingaddr.HouseNo | Postaladdr.HouseNo | Invoiceaddr.HouseNo |
Visitingaddr.HouseNoAddition | Postaladdr.HouseNoAddition | Invoiceaddr.HouseNoAddition |
Visitingaddr.Country | Postaladdr.Country | Invoiceaddr.Country |
Visitingaddr.City | Postaladdr.City | Invoiceaddr.City |
Visitingaddr.Postalcode | Postaladdr.Postalcode | Invoiceaddr.Postalcode |
Special Fields | Possible Values |
Member (Y/N) | (if No, card is imported as non-member) |
New Group | * |
Place in Board | |
Place in Commission | |
Place in Donation | |
Place in Function | |
Place in Discount | |
Place in My Captain | |
Place in Newsletters | |
Place in Sponsors | |
Place in Team | |
Place in Trainers | |
Type of member | Type member from member management |
Creditor | Yes / No (with Yes, import as Creditor) |
* Place in Group (group name)
You choose a group for which you intended this column. Expected values are the names of the group items. For example: Place in group board, the MS Excel column expects the name of the group item, board member, chairman, etc.
* New Group
Same as Place in Group, only a group is automatically created with the name of the corresponding column. If a group already exists with this name, it will be used.
Free Fields | Possible Values |
Additional information | Memo |
Memo field 1-6 | Memo |
Date field 1-6 | Date |
Number 1-6 | Comma number |
Number 1-6 | Full number |
Yes/No 1-6 | Yes / No |
TextField 1-6 | |
Selection field 1-6 | * |
Sailing license 1&2 | Yes / No |
Verenigingstrainer sinds | Date |
Contest / Protest member | Yes / No |
Full Driving License | Yes / No |
Sailing competition trainer since | Date |
The free fields are automatically assigned the name that is listed in the first row (header). You dont have to define it in advance.
* Selection field
Expected values of selection field items, for example header field material with items: wood, iron, stone etc
We have made an example import companies document. You can download it below.
e-Captain has a very extensive Member Management package. We offer several basic trainings which teach you to work with e-Captain in an accessible way. The trainings take place at our office in 's-Hertogenbosch.
To be able to support you optimally, it can be easy to look with you on your computer from a distance. We use TeamViewer to do this. TeamViewer makes it possible to take over your computer from a distance.