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.
- The type of membership someone has
- Information regarding the start and expiry of a membership
- Historical records of when someone was a member and when their membership expired
- The purpose of Memberships add-on is Sumac is to:
- Help you find lists of CONTACTS that are currently Members
- Identify CONTACTS to pursue for membership renewals
- Process payments for Memberships
How the information entered in this tab will be handled:
- Every single row will be imported as a separate Membership record.
- Every column in this tab represents a field in the Membership record in
Sumac.
- 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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