7. Memberships Data Preparation Instructions

7. Memberships Data Preparation Instructions

Type of information that goes in this tab of the template:

Each MEMBERSHIP record describes member information for one time period (typically a year) for one CONTACT.  Every row is a new MEMBERSHIP record for each CONTACT when the CONTACT becomes a member or renews a previous MEMBERSHIP.
  1. The type of membership someone has
  2. Information regarding the start and expiry of a membership
  3. Historical records of when someone was a member and when their membership expired
  4. The purpose of Memberships add-on is Sumac is to:
    1. Help you find  lists of CONTACTS that are currently Members
    2. Identify CONTACTS to pursue for membership renewals
    3. Process payments for Memberships

How the information entered in this tab will be handled:

  1. Every single row will be imported as a separate Membership record.
  2. Every column in this tab represents a field in the Membership record in Sumac.
  3. If you do not track information that belongs in a particular column in the template, leave that column blank.

Mandatory Fields

Mandatory Field(s)

 Default Value Imported (If no data present)
Member (Member ID)

 Member IDs column needs to match Contact ID column in the Contacts Template. IF THERE ARE NO IDs THIS TEMPLATE IS NOT APPROPRIATE FOR YOUR MIGRATION.
Membership Type

 [pre-sumac]
Start Date

 1900-01-01
End Date

 1900-01-01
 

 Example:



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