Preparing Membership Data

Contents
Required Fields
Available Fields
Data Structure
Membership Custom Fields
Limitations
Import Template
Import Assistance
 

Required Fields

As noted in the Available Fields section of this guide, the following fields are required when importing membership data:

Available Fields

The following fields are available for membership import using the Import Manager:

Field Name Explanation Example Configure in NeonCRM before importing? Required for importing? Required Values? Field Selection Type Type of Data Max Characters
Check # Check number 101       Free-entry Text 100
Cost Amount paid for membership     Yes   Free-entry Text 100
Term End Date Date that membership expires 01/01/2010 Yes No, if blank will default to 1 year from start date.   Date Date  
Membership Level Membership level     Yes   Drop-down Text 100
Enrollment Type Is this a join (first-time enrollment) or a renewal?       Join, Renew Drop-down Text 100
Membership Registration Status Status of the transaction Succeed     Succeed, Pending, Declined, Cancelled, Deferred Drop-down Text 100
Tender Type Tender type used for this transaction Cash Yes     Drop-down Text 100
Source What is the source of the membership? Community Event       Drop-down Text 100
Term Start Date Date that membership goes into effect 01/01/2010   Yes   Date Date  
Transaction Date Date that membership was purchased 01/01/2010   Yes   Date Date  

Data Structure

Membership data should be structured where each membership record is on a row and each column is a NeonCRM donation field:

Membership_Template.jpg

Membership Custom Fields

In addition to the standard fields listed in the Available Fields section of this guide, you can also import to membership custom fields using the Import Manager. You cannot import to individual or organization custom fields using the Import ManagerMore information on how to manage and create membership custom fields is available here.

Limitations

Certain types of data are not able to imported using the Import Manager. These include (but are not limited to):

  • Membership auto-renewals
  • Lifetime memberships
  • Multi-year (more than one year) memberships
  • Individual and/or organization group memberships
  • Events with multiple ticket prices, multiple attendees per ticket

Import Template

A sample template for membership import is available for download here.

Import Assistance

Assistance with troubleshooting imports as well as formatting data for import is only provided via consultation. For more information and to fill out a form requesting a consultation, please visit our NeonCRM Consultation page here. If the Import Manager limitations include data that you need to import, we can do a full custom import for you. For more information, please contact your account manager.

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