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  • What fields are available for importing members?
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Author Topic: What fields are available for importing members?  (Read 2161 times)

joachim

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What fields are available for importing members?
July 11, 2009, 08:59:51 am
What fields are available when importing members?

I can't see what the interface offers until I upload a CSV and the documentation here doesn't list them:
http://wiki.civicrm.org/confluence/display/CRMDOC/2.+Members+-+Match+Fields

In particular, what is the difference between join date and start date for a membership?

Donald Lobo

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Re: What fields are available for importing members?
July 11, 2009, 10:04:34 am

You'll need to do a sample import to see all the available fields. In addition to the standard fields you can also import the custom membership fields. If you think this is worth documenting on the wiki, please edit the wiki page and do the needful

join date == first date that this contact got the membership

start date == the start date of the current membership

in most cases join date == start date. In some cases when the person takes a break from the membership then the start date >> join date

lobo
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joachim

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Re: What fields are available for importing members?
July 11, 2009, 10:08:07 am
Well I can't do a sample import as I don't have a data file to import.... surely updating the wiki would be better done by someone familiar with the information?

If a person takes a break from membership, wouldn't you have two separate membership records, with start--end, start--end?

The other developer who is importing is running in to problems because when there is no end date, the import procedure calculates it as the period plus the join date, not the start date.

Donald Lobo

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Re: What fields are available for importing members?
July 11, 2009, 10:54:15 am
Quote from: joachim on July 11, 2009, 10:08:07 am
Well I can't do a sample import as I don't have a data file to import.... surely updating the wiki would be better done by someone familiar with the information?

you can create a sample import file with ONE field like

first_name

and use that to get the list of fields etc. Does help the product and community if more folks take the extra step of trying to get the information and documenting it rather than expecting "someone more familiar" to do it for them

Quote from: joachim on July 11, 2009, 10:08:07 am
If a person takes a break from membership, wouldn't you have two separate membership records, with start--end, start--end?

The other developer who is importing is running in to problems because when there is no end date, the import procedure calculates it as the period plus the join date, not the start date.

you might want to try the same on demo, and post a detailed post on what you/other developer were expecting and what you got

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • What fields are available for importing members?

This forum was archived on 2017-11-26.