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Author Topic: Quickest way to batch update membership status  (Read 3077 times)

SarahG (FountainTribe)

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Quickest way to batch update membership status
May 11, 2011, 09:46:36 am
I am trying to quickly update a hundreds on memberships from the status of "expired" to "resigned".    I have tried the following, with no success so far:
First approach:
- Click "Memberships...Find Members" , searching on all "expired" memberships.
- Click "Batch Update via Profile" and use a profile that includes the membership status.

This displays a text entry box for status, and I am not sure what should be filled in.

Other approach:

- Export all these memberships to a spreadsheet, including the start date, end date, membership id, and membership type.
- Manually update spreadsheet so that membership status is "Resigned"
- Click "Memberships ... Import Membership", and map the appropriate fields.

This reports that all the records in my spreadsheet are in error, with the reason for each being "Invalid value for field(s) : Membership Status"     

Any ideas?
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Kurund Jalmi

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Re: Quickest way to batch update membership status
May 11, 2011, 10:17:44 am
Quote
This displays a text entry box for status, and I am not sure what should be filled in.
This was a bug and already fixed. It should show select element May be upgrade to latest release should help.

Kurund
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speleo

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Re: Quickest way to batch update membership status
May 11, 2011, 12:46:28 pm
Could you simply change the field in phpMyAdmin

SarahG (FountainTribe)

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Re: Quickest way to batch update membership status
May 11, 2011, 06:28:04 pm
I searched the JIRA, but could not find a JIRA issue describing the fix.  Can you provide the JIRA number/link?

I am running CiviCRM 3.3.5
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Kurund Jalmi

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Re: Quickest way to batch update membership status
May 11, 2011, 10:19:53 pm
I think it was fixed under: http://issues.civicrm.org/jira/browse/CRM-7798

This patch might fix your problem: https://fisheye2.atlassian.com/viewrep/CiviCRM/trunk/CRM/Core/BAO/UFGroup.php?r1=32994&r2=33264

Hth
Kurund
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SarahG (FountainTribe)

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Re: Quickest way to batch update membership status
May 14, 2011, 05:59:07 am
I tried the patch. It had the following impact:  When doing a "Batch update via profile" the various status choices were displayed as a "select" list.   BU, the update had no impact.

To solve my issue in the short term, I used phpMyAdmin to run an SQL update on the civicrm_membership table.
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vurtur

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Re: Quickest way to batch update membership status
May 24, 2011, 02:16:36 pm
This is the exact same problem I am having using CivicRM 3.4.1

circlebails

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Re: Quickest way to batch update membership status
July 22, 2011, 05:48:30 am
I'm also experiencing this on 3.4.4, batch update via profile, save, check and the membership is still in the state pending rather than current which is what was chosen.

Thanks

Bails

Kurund Jalmi

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Re: Quickest way to batch update membership status
July 31, 2011, 11:28:13 pm
Looks like a bug, can you file a bug report for this.

Thanks
Kurund
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circlebails

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Re: Quickest way to batch update membership status
August 08, 2011, 12:14:34 am
Issue filed.

http://issues.civicrm.org/jira/browse/CRM-8618

gastrit

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Re: Quickest way to batch update membership status
October 20, 2011, 04:54:19 pm
Just updated to 4.0.7 and it works! Great job!

gastrit

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Re: Quickest way to batch update membership status
October 20, 2011, 06:18:22 pm
When updating membership from current status to non-current status I would really like to set the end date aswell. I read in some other posts here that the dates should never be exposed via profiles but shouldn't some logic set the end date to todays date when cancelling a membership?

Or can I in some other way see which day the membership was cancelled?

gastrit

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Re: Quickest way to batch update membership status
November 24, 2011, 07:41:22 am
Hello again!

I added the field membership type to the profile I am using to batch update membership status. But when I change the membership type it has no effect. Am I only allowed to batch update membership status? Not other fields?

// Jonas

Kurund Jalmi

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Re: Quickest way to batch update membership status
November 24, 2011, 07:49:28 am
Quote
I added the field membership type to the profile I am using to batch update membership status. But when I change the membership type it has no effect. Am I only allowed to batch update membership status?
There was a bug and is fixed for 4.1 : http://issues.civicrm.org/jira/browse/CRM-8699

You can get the patch from: https://fisheye2.atlassian.com/changelog/CiviCRM?cs=36874

Hth
Kurund
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gastrit

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Re: Quickest way to batch update membership status
November 24, 2011, 08:43:46 am
Thanx a lot for such a quick (and good) answer! Now it works!

But a question still remains: If I change a membership status or type can I in some way see which day the membership was altered? My clients would like to set the end date to current date if membership status is changed to a non-current status but that is not allowed.

I have now said to them that if they want to change membership type they have to cancel the current and add a new membership of the right type. Then they can see in membership tab the old membership. Maybe that is the way to go but it is much manual work to add many new membership (instead of just changing the type of the current)...
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