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Best practice: How do I keep my data tidy in LoveAdmin?

Maintaining clean, organised contact data in the correct fields is one of the most important ways to keep your LoveAdmin system running smoothly. Good data habits improve efficiency, reduce errors, and make day‑to‑day administration quicker and easier for your whole team.

 

Why keeping your data tidy matters

There are several key benefits to maintaining tidy and accurate contact records:

  • Improved search and reporting

    • Clean data makes it easier to find the right people quickly and ensures your search results are more reliable.

  • Information stored in the right place

    • When details are entered correctly, you always know where to look for names, emails, phone numbers, and other key information.

  • Accurate communications

    • Placeholders used in emails and messages will display the correct names and personal details, helping communications look professional and personalised.

  • Better accuracy for bulk updates

    • Mass updates, imports, and data mapping are much more reliable when contact data is consistent and correctly formatted.

  • Reduced admin time

    • Accurate records prevent duplicate entries and reduce the need for manual corrections later.

  • Improved member experience

    • Members are less likely to encounter issues when their information is correct and up to date.

 

Keeping contact details accurate

Contact names should reflect the real name of the person, without additional notes, symbols, or extra words.

Examples of what to avoid:

  • Adding membership notes into the name field
  • Including team names or payment references
  • Using unnecessary characters or placeholders

Editing contact details

JoinIn users can manage their own personal details. However, if you notice inaccuracies, full admins can update these on their behalf.

To edit a name:

  1. Open the contact record
  2. Go to the Details section
  3. Update the name fields as needed

 

For Customers Using the BG or IGA Membership Feature 

If your organisation account has BG or IGA insurance settings enabled, keeping contact names accurate becomes even more important. 

Easier membership data matching 

When importing insurance data, LoveAdmin matches contacts based on names. Accurate contact details help ensure the import process runs smoothly. 

Recommended action 

We strongly recommend reviewing all active contacts to: 

  • Correct typos 
  • Remove unnecessary characters or words 
  • Ensure names in LoveAdmin match your insurance file format 

The more closely aligned your contact names are across systems, the less time you will need to spend manually matching records during the import. 

 

Summary 

Keeping your contact data clean helps your organisation: 

  • Save time on administration 
  • Improve communication accuracy 
  • Reduce errors during imports and bulk updates 
  • Maintain a better overall member experience 

Regular data housekeeping is one of the simplest ways to keep LoveAdmin working at its best.