Move Your Roster from Excel to NNERB in Minutes (No Tech Skills Needed)
If you run classes and still live in spreadsheets, NNERB’s Import Clients tool gets you set up fast—upload your Excel file, confirm a few matches, and you’re ready to enroll and bill.
A Simple, Guided Import
NNERB’s importer was built for busy owners, not IT teams. We guide you through each step with plain English and smart defaults.
Upload Your Excel
Safely drag and drop your `.xls` or `.xlsx` file. We highlight the few required fields up front so there's no guesswork.
Map Your Columns
NNERB reads your headers and lets you map them to system fields. If you call "First Name" something else, it's no problem.
Configure Enrollment
Optionally place clients straight into a Program or Term from simple dropdowns as they are imported.
Preview & Finish
Review a clean preview table, then click import. You get an instant results screen confirming what happened.
Designed to Be Effortless
We baked in a few psychological nudges to make your first import feel fast, clear, and rewarding.
Progress Markers
Each step is clearly numbered (e.g., "1 of 6"), reducing anxiety so you always know what's next.
Smart Defaults
The importer sets sensible defaults so most users can click through without getting lost in configuration.
Immediate Reward
Seeing a "Done" screen and a usable roster right away keeps your momentum going.
Your 15-Minute Migration Plan
- Export your roster from Excel as `.xlsx` (keep the header row).
- In NNERB, go to Clients → Import Clients.
- Drag-and-drop your file and confirm the column matches.
- (Optional) Pick a Program and Term to enroll everyone as you import.
- Click Import Clients Now and you're done!
Ready to Ditch the Spreadsheets?
NNERB turns your roster into ready-to-enroll clients—so you can spend time coaching, not cleaning data.
