GlotPress

You can also input and track membership sign-ups offline. To record memberships manually for individual contacts, use <a href="%1">Find Contacts</a> to locate the contact. Then click <strong>View</strong> to go to their summary page and click on the <strong>New Membership</strong> link. You can also <a href="%2">import batches of membership records</a> from other sources.

You can also input and track membership sign-ups offline. To record memberships manually for individual contacts, use <a href="%1">Find Contacts</a> to locate the contact. Then click <strong>View</strong> to go to their summary page and click on the <strong>New Membership</strong> link. You can also <a href="%2">import batches of membership records</a> from other sources.

This table provides a summary of <strong>Membership Signup and Renewal Activity</strong>, and includes shortcuts to view the details for these commonly used search criteria. To run your own customized searches - click <a href='%1'>Find Members</a>. You can search by Member Name, Membership Type, Status, and Signup Date Ranges.

This table provides a summary of <strong>Membership Signup and Renewal Activity</strong>, and includes shortcuts to view the details for these commonly used search criteria. To run your own customized searches - click <a href='%1'>Find Members</a>. You can search by Member Name, Membership Type, Status, and Signup Date Ranges.

CiviMember allows you to create customized membership types as well as page(s) for online membership sign-up and renewal. Administrators can create or modify Membership Types <a href='%2'>here</a>, and configure Online Contribution Pages which include membership sign-up <a href='%1'>here</a>.

CiviMember allows you to create customized membership types as well as page(s) for online membership sign-up and renewal. Administrators can create or modify Membership Types <a href='%2'>here</a>, and configure Online Contribution Pages which include membership sign-up <a href='%1'>here</a>.

Refer to the online user guide for more information.

Refer to the online user guide for more information.

Member Dashboard

Member Dashboard

Total rows (membership records) in uploaded file.

Total rows (membership records) in uploaded file.

If you are UPDATING existing memberships, you will need to include a column containing the unique CiviCRM-assigned membership ID to match to the existing membership records.

If you are UPDATING existing memberships, you will need to include a column containing the unique CiviCRM-assigned membership ID to match to the existing membership records.

If you are INSERTING new membership records, you will need to include a column in your data file containing the values used to link the membership to an existing contact. You can use the 'Internal Contact ID', an 'External Identifier' (if you are using those in your contact records), OR the property defined in your Unsupervised Duplicate Matching rule (which is Email Address by default).

If you are INSERTING new membership records, you will need to include a column in your data file containing the values used to link the membership to an existing contact. You can use the 'Internal Contact ID', an 'External Identifier' (if you are using those in your contact records), OR the property defined in your Unsupervised Duplicate Matching rule (which is Email Address by default).

For each import, you can either INSERT new membership records, or UPDATE existing records. You can not do both types of operations in a single import session.

For each import, you can either INSERT new membership records, or UPDATE existing records. You can not do both types of operations in a single import session.

Save the CSV file with your membership data and 'contact matching' data to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).

Save the CSV file with your membership data and 'contact matching' data to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).

If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Memberships will then be matched to contact records using their External ID.

If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Memberships will then be matched to contact records using their External ID.

Membership import files must contain data needed to <strong>match the membership to the contact record</strong>. This 'matching' can be handled in several different ways:

Membership import files must contain data needed to <strong>match the membership to the contact record</strong>. This 'matching' can be handled in several different ways:

Matching Memberships to Contacts

Matching Memberships to Contacts

Membership import requires that each person, household or organization already exists as a contact record in your CiviCRM database. If you need to import memberships for contact records which haven't been added to CiviCRM yet - you will do this in 2 steps. First, use <strong>Import Contacts</strong> to add the contact records. If possible, include a unique 'External ID' for each new contact which you can then use to match memberships to contacts. Then return to this screen and import the membership records.

Membership import requires that each person, household or organization already exists as a contact record in your CiviCRM database. If you need to import memberships for contact records which haven't been added to CiviCRM yet - you will do this in 2 steps. First, use <strong>Import Contacts</strong> to add the contact records. If possible, include a unique 'External ID' for each new contact which you can then use to match memberships to contacts. Then return to this screen and import the membership records.

Contact Records for Members

Contact Records for Members