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Author Topic: Batch Membership Renewal  (Read 2274 times)

adshill

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Batch Membership Renewal
February 07, 2012, 04:17:00 am
I've done some research and can't find anything regarding this (which is slightly surprising!) but I'm wondering about batch updating memberships.

The use-case is that we have around 225 members that pay using Direct Debit. As this is an offline payment and happens automatically each year, the client wish to update the items in one go rather than having to do each record individually.

This is of course an offline payment. I'm wondering:

1) IF there is a way to do this currently - even if it requires creating some kind of script or otherwise
2) If there is no way to do it currently - whether it is actually possible (updating membership and creating a contribution for multiple memberships)
2) IF it is possible, what you would estimate it would take in terms of work hours so we can look at budgeting it as something to implement - maybe it could be a MiH if its a big development?

We have a really quite urgent need for this as I stupidly made the assumption that "updating via profile" would suffice, but didn't build into my thinking that it is not as simple as that (I don't think?!)

Thanks for any guidance in advance.

Adam

Donald Lobo

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Re: Batch Membership Renewal
February 07, 2012, 09:12:39 am

1. I dont think there is a way to do this currently in batch. U can do it one at a time, u can write a custom script to do this also.

2, 3: Check:

http://wiki.civicrm.org/confluence/display/CRM/Electronic+Frontier+Foundation+Projects

item 4. We'll be doing a blog post and posting an MIH to make this happen for 4.2

lobo
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adshill

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Re: Batch Membership Renewal
February 07, 2012, 02:00:39 pm
Thanks a lot lobo.

In terms of writing a custom script to do something like this - do you have any pointers that could give us a starting point?

Good to know this is in the works as such, I'm sure we'll invest in the MiH when its available to make sure next year this is much easier!

All the best,

Adam

Donald Lobo

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Re: Batch Membership Renewal
February 07, 2012, 02:53:19 pm

for a really simple script, you might want to throw all the information in a csv

and then loop thru each line in the csv and make the appropriate calls to api v3.

lobo
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clarkac

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Re: Batch Membership Renewal
March 07, 2012, 06:20:11 am
I have noticed this requirement for batch membership renewal in several posts.  I guess it applies especially in the UK because of the automated nature of eft transaction in our banks.  Probably 75% of my clients members will renew without doing anything as the annual EFT will take care of it.  But it appears we can only update CiviCRM manually, member by member.

So, some questions:

1. Is this likely to be covered by this project http://wiki.civicrm.org/confluence/display/CRM/Electronic+Frontier+Foundation+Projects ?
2. Will this be in 4.2?
3. What is a likely timescale for Release 4.2?

Any suggestions for dealing with this problem in the meantime?  I don't want to do php...but if that's the only way :(
Andy Clark

adshill

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Re: Batch Membership Renewal
March 11, 2012, 04:36:44 pm
There is a MiH to get this feature... until then our client just did it manually.

http://civicrm.org/participate/mih#batchentry

Cheers,

Adam

Stautz

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Re: Batch Membership Renewal
March 05, 2013, 02:30:27 am
The bulk data entry on memberships has been implemented now, but doing renewals for 5000 members is still quite time consuming.

Is there any way to do this as a script, import or similar that can renew a membership and add a contribution at the same time, based on a CSV?

Donald Lobo

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Re: Batch Membership Renewal
March 05, 2013, 09:07:40 am

Pretty sure no, but this would be a really good feature to add

If you can help code it (or sponsor someone to do so) that would be great. I suspect we have most of the code needed for this already, so a matter of putting it all together and doing a fair bit of error checking etc. If i had to make a random guess, i suspect a 20-40 hour project

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Batch Membership Renewal

This forum was archived on 2017-11-26.