Import Members
Billing & Passwords For Imported Members
Ensuring Correct Billing For Imported Members To ensure billing is correct for your imported members, make sure you specify the membership level and renewal date for the members when you import them. By default, imported members will be set to ...
Import Payments & Timeline Notes
You can also import payments and notes to the Timeline under the account with the following column titles accordingly. Note that you can only upload 1 note and 1 payment of each type per row, if you need to upload more transactions you will need to ...
Import Additional Contacts
When importing your member accounts, you can also import 1 additional contact with those accounts by adding the following columns as needed (note: only 1 additional contact per row): Alternate First Name Alternate Last Name Alternate Name Alternate ...
Make Bulk Updates Using Import
To update existing member information, you can either: use a column containing the member's Account ID. include a column Update Only with column values Y to indicate that the information is an update to an existing member account. include a column ...
Import Members
Importing members is an important step for organizations that are transitioning from another membership management software to MembershipWorks. Prepare Your Data Format Dates as Needed For best results we recommend that you use the date format of MMM ...
