Before Importing Corporate Memberships
It is not always the case, but if you plan on linking or binding members to corporate memberships it is highly recomemded to first import your members. This is because Tendenci uses the Corporate name as a referenc to assign members to corporations. Please see this help file on How to import members?.
Step 1: Prepare Your CSV File to Import Corporate Members
To batch import your members, you'll first need a CSV file (spreadsheet format option) that has all of your member data. You will need to have 2 headers on your spreadsheet specifically labeled: corporate_name and corporate_membership_type for the import to work.
corporate_name will be the name that belongs to the company. The name is set to be key sensitive, which means that the wording/lettering must be precise or the same everytime it is used either using it on the site or importing other CSV files.
corporate_membership_type is the membership type you have created in your website. You must create a membership type prior to importing your corporate members. Tendenci will automatically fill this field with the default corporate membership type if left blank. More information on creating corporate membership types: Setting Up Tendenci Corporate Membership Module
Your CSV can contain additional field headers when you import them beyond the required 2 above.
Additional recommended fields to include when you import new corporate memberships from another site: email, join date, expire date, renew date.
If you need guidence on how to create you CSV spreadsheet, Tendenci provides a template in the Membership Import page.
To access the membership imports go to your Community tab -> Corporate Members:
Then click on Corporate Membership Tab -> Import:
The CSV template can be found here, just click on Download Template or create the CSV yourself. Once downloaded transfer the members information corresponding to each column.
Step 2: Upload Your Corporate Membership Import File
When importing your members, it is important to specify what to update, identify member by, and the file that will be uploaded.
Choose File to select the CSV from your computer and click "Submit" to upload the file:
Choose File: it will permit you to browse your computer for the CSV fileUpdate: refers to the fields that will be updated in that members profile. You can set it to just update:
Identify Duplicate By: this will permit the system to identify the users that are already in the database and will have their information updated.
Bind members to corporations by their company names: corporations will link to members in the data base. Members must have the company name in their profiles to be binded.
Once you have chosen these options, click on Preview Import to continue the process.
Step 3: Preview Corporate Membership Import
Give the site a few seconds to review the CSV spreadsheet.
Once reviewed the site will automatically show you a table with the information on the spreadsheet. This will give you the opportunity to preview your membership import results and verify the fields mapped correctly.
The Row # column indicates where in the spreadsheet that user is located. This comes in handy for when the site detects an error in the information. That is what the Reason if to be Skipped in the Step 2 Membership Import is used for. So in conjuction, you can see why that user was skipped and where to locate that user in the CSV spreadsheet. For example: if you try importing a user profile with no email (where email is how you’re identifying duplicates). Action: skip, Reason if to be Skipper: Missing Key 'email', Location: Row # 2
You will notice that under the Action column, the word insert; this means that user is not registered in the database and is a new member. There are other Actions such as skip; there was an error in the information inserted in one of the columns/rows, update; the member is already in system and will just update the members information, and mixed; corporate member is found but the corporate membership with that type is not found and will be added. Be mindful when the mixed action appears because it is possible that the corporate member will have two corporate memberships instead of one.
If everything looks correct, click "Import Now" to begin the Membership Import.
Step 4: Membership Import Processing
Depending on the number of members in your CSV file and the number of custom fields, the membership import process can take seconds to over an hour. You can use your website or log off and do other things during this time. Once the import is complete, you'll find all your members now imported into your Tendenci website's membership database.
If there are any errors in the CSV spreadsheet upload, in the Invalid section will tell you how many errors there were. In Step 3 of this help file, you will find the section where it lets you know the errors that were detected before upload so be very attentive to this as you may have to repeat this whole process if the spreadsheet is not uploaded properly.
The page also gives you the option to add Import More Corporate Membership, when clicked you can just go through the same process of this page.