CiviCRM Community Forums (archive)

My company currently manages several membership organizations, they outsource most or all office functions to us (finances, membership management, events, websites...other stuff too). Some of these are local chapters and connected by a larger national organization. The national organization tracks the membership and all we have is access to is a csv download for those orgs we manage.  Members can only get full benefits from the local chapter they belong to, unless they have an associate membership. Associate memberships are reduced cost and are managed by the local chapter only. Payments for the national membership with their local chapter are processed by paper by the national association.

Currently we have many civi installations and it’s a huge pain because it is a lot of trouble and manual processes having to sync the data we get from the national org. It gets really messy when one person has an associate membership or is just on the mailing/email list of others, this causes his/hers data to be duplicated across multiple civi installs. Another monkey wrench, members can also transfer their membership to another chapter, which we may or may not manage. So the record in the csv may have a different chapter, or may be completely missing. Luckily, member do have one national ID that is used to track them.

We want one civi database, have some process for syncing this data. Our staff members can have access to all contacts, but board members of the organization, should only be able to pull data/reports from their organization. Also when users/members/board members register for events or other actions it should be one from their respective chapters website. Yes, all the data should live in one database, but can also be accessed from any of the other sites.

Any ideas/suggestions?