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Author Topic: Batch deleting duplicate memberships  (Read 2614 times)

jt196

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Batch deleting duplicate memberships
September 28, 2007, 06:25:24 am
During membership import, I had an error appear which turned out to be because the membership start date was after today.

The start date information was not on the previous system and was calculated - a few errors slipped through the net.

The end result was that the import worked up until the problem record and then went to that person's contact details - stating an error.

The end result was that the import aborted at that stage, all memberships up to that point stopped importing, but those before were successful. Unfortunately, I tried a second import, thinking that all memberships failed to import - and ended up with about 200 duplicate memberships on different accounts.

Firstly, how do I delete these duplicate memberships in batch?

Secondly, the importing process for memberships should allow for people (like me) to get the dates wrong - and this error should show up before the import, rather during the middle.

Thanks very much for the product though, really like working with it so far.

Thanks in advance.

geilhufe

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Re: Batch deleting duplicate memberships
September 28, 2007, 10:15:03 am

#1 Delete:
CiviMember >> Find Member >> check to ones you want to delete >> select delete members from the more actions drop down.
When  importing memberships, makes sure to use the source field so that you can easily search for imported memberships for cases just such as this.

#2:
Have you filled an enhancement request outlining how you think the membership import should be improved?
http://wiki.civicrm.org/confluence/display/CRMDOC/File+Issue



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Re: Batch deleting duplicate memberships
September 28, 2007, 07:50:11 pm

We've tweaked the protocol a bit. Please discuss feature enhancements on the forum (in the feature requests and suggestions). In general if something is super important to you / your org, consider making a code contribution / hiring a developer to do the enhancements / improvements you need.

lobo
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jt196

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Re: Batch deleting duplicate memberships
October 12, 2007, 04:45:02 am
Thanks for the responses guys. I've been away on hols, so sorry for not getting back sooner.

geilhufe, regarding your comments,

#1 Delete:
CiviMember >> Find Member >> check to ones you want to delete >> select delete members from the more actions drop down.
When  importing memberships, makes sure to use the source field so that you can easily search for imported memberships for cases just such as this.


I think the issue I've got with the CiviMember module is that the search function is restricted to fields contained within the CiviMember module. So if I've got 200 memberships to delete, I'll have to do each one by hand, rather than searching by tags or groups for example. I understand the logic behind restricting the search for members criteria to fields contained within the membership module, but I'm a little restricted as to what I can do otherwise.

The double memberships aren't an issue really as they have the same start and end dates so will exipre and function normally under the current system we are using.

James.

geilhufe

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Re: Batch deleting duplicate memberships
October 12, 2007, 09:21:34 am
OK, I don't have a solution, but this was my line of thought in case it helps anyone else come up with a workaround in the future.

Advanced search allows you to search tags and membership statuses.

This generates a list of contacts whose memberships you want to remove.

It would be cool if you could use "batch update via profile" to update the source ID, but you can't :(

What you can do is export that list to get the contact IDs for the memberships you want to delete.

It would be cool if you could use "update" functionality on the member import like on the contact import, but you can't :(

So now I have a list of contact IDs I can use to identify the memberIDs that I want to delete. That is just a little excel trickery.

Unfortunately, given a list of member IDs, there is no way in the interface (I think) for me to mass delete memberships based on Member ID or to mass update memberships with a unique source value so that I can search that specific group.

So, yes you are stuck doing it by hand.

Moral of the story: Always use the source field on imports!!
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jt196

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Re: Batch deleting duplicate memberships
October 17, 2007, 06:46:30 am
Geilhufe - I've just spent a week or so working on some data. I'm working at an educational institute that produces a magazine, and unfortunately the two systems are kept separately. Each student is entitled to membership, and this status will change depending on which year they're in, whether they graduate/defer/drop out, when they enrolled and so on.
The job of updating the memberships at the beginning of the academic year has been a logistical nightmare, and would have been even if I was using either of the previous CRMs that I'd worked with.
A couple of things that would have helped me on my way:

1. "It would be cool if you could use "batch update via profile" to update the source ID, but you can't". Batch updating all membership fields via profile in the contact search - or improving the search functions in the membership module and allowing batch updating there.

2. "It would be cool if you could use "update" functionality on the member import like on the contact import, but you can't". Unfortunately I had to export a list of students in the contact section, do a search for a specific expiry date (which they all fortunately had), delete the individual memberships I needed to update and import the updated memberships. Being able to update on member import would have saved me all this work.

The member and contribution modules are extremely useful and in time will be improved I'm sure. An easy way to make us database administrators happy would be to make them on a par with contacts in terms of search, batch update, export from and import to regarding their functionality.

Always aware of posting on these forums that CiviCRM is free, so please, if any of the developers reads this, don't take the above as harsh criticism, but suggestions of functionality. Thanks for the product.

James.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Batch deleting duplicate memberships

This forum was archived on 2017-11-26.