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  • Batch Membership Creation
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Author Topic: Batch Membership Creation  (Read 761 times)

adizo

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Batch Membership Creation
March 18, 2013, 02:53:19 pm
Is there a way to create new membership by batch ( say by uploading a csv file). I have Alumni membership site where some senior citizens of the alumni would prefer the association to create their membership manually and then send details to them. And there are so many of them.Creating the membership one at a time would be killing.

Any suggestions would be greatly appreciated.

petednz

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Re: Batch Membership Creation
March 18, 2013, 02:54:50 pm
Look under Membership - you should see an Import Membership option. You will need to confirm you have the necessary 'required' fields.
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adizo

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Re: Batch Membership Creation
March 18, 2013, 03:01:07 pm
Petendz, you are awesome. thanks for the quick reply. i will look at it now. But is it possible to create Username and password in the process?

petednz

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Re: Batch Membership Creation
March 18, 2013, 03:06:23 pm
Nope cos what you are doing here is just importing a Membership record to attach to an existing Contact record. And you are doing it in Joomla so my 'create drupal user accounts the easy way' option doesn't come in to it.

So you may need to do several steps

- import Contacts
- import Memberships using the cid from above
- do whatever joomlay thing you do to create username/password
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

adizo

  • I post occasionally
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  • CiviCRM version: 4
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Re: Batch Membership Creation
March 18, 2013, 03:19:26 pm
Thanks. I am using drupal. But this is what i have done.
To get the proper fields, i created a search  by Membership Criteria and exported it out so i can re-use that same csv to create new contact records and also New membership.

The only challenge now is how to create Login details for them?

petednz

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Re: Batch Membership Creation
March 18, 2013, 03:34:05 pm
Read my blog then - and change your CMS details to cover both ;-)

http://civicrm.org/blogs/petednz/creating-drupal-users-made-easy-single-or-multiple-contacts-civi-imports-and-webforms
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adizo

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  • It doesn't take time. It takes truth!
  • CiviCRM version: 4
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Re: Batch Membership Creation
March 18, 2013, 03:59:18 pm
Thanks Pete. I read the blog but am completely at a loss as i am not conversant with some of the concepts introduced,like civitag and tagging?

petednz

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Re: Batch Membership Creation
March 18, 2013, 04:04:07 pm
sorry can't help you much more on this

Tags are a really simple civi component - read the book.

What my blog does is explain how by adding a Tag to a contact, it will trigger a Drupal Rule that will then create the Drupal User
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

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adizo

  • I post occasionally
  • **
  • Posts: 70
  • Karma: -1
  • It doesn't take time. It takes truth!
  • CiviCRM version: 4
  • CMS version: Joomla
  • MySQL version: 3.6
  • PHP version: php5
Re: Batch Membership Creation
March 20, 2013, 07:43:04 am
Thanks Petednz. So what are the steps?
1. Create a drupal rule (which is to create a user account)
2. Create a contact
3. Add a tag to the contact.

Which book are you talking about?

petednz

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Re: Batch Membership Creation
March 20, 2013, 02:23:11 pm
Import the rule i attached to the blog

The 'book' is in the header of the forum site (ie up there /)

http://book.civicrm.org/
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Batch Membership Creation

This forum was archived on 2017-11-26.