CiviCRM Community Forums (archive)

Hi there.
I'm working with an organization that uses Drupal/Civicrm and initally has input members incorrectly as contacts - there are about 133 of them as far as I can tell. I wanted to check a couple of my assumptions before going ahead with correcting this, based on what I've read in the Wiki and from searching the forums:

1. The way to do this is to export the relevant contacts and then import them into the CiviMember, inserting the fields into the CSV sheet such as membership start date that are mentioned in the documentation
2. Contact address and related information are retained (though not included in the import) as they're already in the database as a result of the contact setup process
3. I can resolve any duplicate entries with find and merge duplicate contacts (will this also address duplicate member entries - yes, we have some of those too.
4. Given the mess, it may be wise for me to create a separate membership type for the import. Would it then be possible to switch members over to the desired membership type easily - that is, in bulk?
5. Once I've got all this done I can then synchronize users and contacts to ensure that everyone registered as a member (or now imported as well) will now have a user account as well, is that right?
6. It looks like Drupal creates a contact record when we register them in Drupal. If I create a contact in Civicrm, is there a way to automatically create a new Drupal user record?

Thanks for your help!
Cheers
Chris Hutcheson

HTH? It certainly does, thanks very much!

I notice in your last comment concerning hooks you had (post hook) in parenthesis. Could you explain a little more about that?

Thanks again
Chris

Thanks for that - will do!