Author Topic: importing Contributions - how to import different membership types? (Read 3285 times)

webguy2 · October 16, 2008, 12:58:06 pm

I see a field for Contribution Type, but not the membership types. I have already set up several membership types in the system and need to import those.

Any ideas?

Dave Greenberg · October 16, 2008, 02:00:57 pm

Contributions and Memberships are imported separately. If you want to reflect both the Membership and the "payment" for it, you'll need to do:

* CiviMember >> Import Members
* CiviContribute >> Import Contributions

webguy2 · October 16, 2008, 02:25:36 pm

Thanks. Now I understand they need to be separated. How do you import what they paid and when they paid for their MEMBERSHIP, and that it was a membership type contirbution? Do you only import date paid and amount and external ID?

Thanks

Dave Greenberg · October 16, 2008, 03:32:06 pm

Date paid, contribution type ("Member Dues"), and amount paid are all imported via Import Contributions. The external ID should be used in both imports to link the contribution(s) and the membership to the correct contact record. (Remember that you have to Import Contacts FIRST).

At some point we may be able to find a way to combine these flows - but that's a future feature.

petednz · October 16, 2008, 05:14:03 pm

Again - strongly recommend you set up some sample contacts with various memb types and contribution payments, then export them, so you see what the system will expect when you try to pull your data in.

webguy2 · October 16, 2008, 05:52:49 pm

better idea now that I realize it. Many thanks and I should have followed your advice in the beginning.

petednz · October 16, 2008, 06:10:01 pm

Reverse engineering gets us a long way down unknown paths

webguy2 · October 16, 2008, 06:32:09 pm

In case anyone wants to know, the import was looking for, not an ID, but the NAME of the contribution ID. In this case, "Member Dues". I tried it first but it turned out I tried "Membership Dues". Then I went through every ID I could find in the database itself.

Lesson learned. peterd is right.

petednz · October 16, 2008, 06:46:28 pm

Maybe I should go and put a 'tip' in the documentation section on Importing.

webguy2 · October 17, 2008, 06:13:44 am

Good idea, I think. It was my first time so now I know for next time.

Dave Greenberg · October 17, 2008, 10:08:45 am

Quote from: peterd on October 16, 2008, 06:46:28 pm

Maybe I should go and put a 'tip' in the documentation section on Importing.

That would be soooo awesome :-)

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Author Topic: importing Contributions - how to import different membership types? (Read 3285 times)

webguy2

importing Contributions - how to import different membership types?

Dave Greenberg

Re: importing Contributions - how to import different membership types?

webguy2

Re: importing Contributions - how to import different membership types?

Dave Greenberg

Re: importing Contributions - how to import different membership types?

petednz

Re: importing Contributions - how to import different membership types?

webguy2

Re: importing Contributions - how to import different membership types?

petednz

Re: importing Contributions - how to import different membership types?

webguy2

Re: importing Contributions - how to import different membership types?

petednz

Re: importing Contributions - how to import different membership types?

webguy2

Re: importing Contributions - how to import different membership types?

Dave Greenberg

Re: importing Contributions - how to import different membership types?