Import membership dues transactions

Note: Constituent records must exist for all constituents included in the import, including members, additional members, and those who give a gift of membership. For example, if your import includes a gift of membership, both the giver and recipient must be constituents in your database, as well as any additional members associated with the membership.

1. From Administration, add an import process based on the membership dues batch template to use with your membership dues transactions.

2. To create the membership dues transactions, map the import process to your import file and run the import process. For information about the requirements of specific fields in your import file, see Membership Dues Import Fields.

3. If the import process completes with exceptions, correct the information in your import file.

Note: If exceptions occur because information in your import file does not match existing constituents, you must add the constituents to your database before you attempt to import the membership dues transactions again.

a. From the status page of the membership dues import process, download the exception file to determine which rows in your import file contain new constituents or incorrect information.

b. If necessary, use the information in your import file to add all new constituents to your database. For example, create a new import file of the constituent information and use an import process based on a constituent batch, or create and commit a constituent batch of the new constituent information.

Warning: If you import new constituent information, you must create a new import file based on information from your original membership dues import file. You cannot use a membership dues import file with a constituent import. For example, in your membership dues transactions import file, a row may contain multiple constituents based on additional members or a gift recipient. In the new import file, each constituent must have a separate row.

c. After you correct the import file and add any new constituents to the database, use the exception file to attempt to import the membership dues transactions again.

Warning: If the batch contains payments by credit card or direct debit, you must process these transactions before you commit the batch. To process credit card transactions from the Enter Membership Dues page, select Credit Card Processing under Tasks. To process direct debit transactions, select Generate direct debit file process under Tasks. For information about how to process credit card or direct debit transactions, see the Revenue Guide.

4. Manage the import batches as necessary from the Enter Memberships Dues page or Batch entry.