Required Fields
The following fields are required when importing membership data:
- Membership Level - guide available here
- Cost - guide available here
- Transaction Date
- Term Start Date
Available Fields
The following fields are available for membership import using the Import Manager:
| Field Name | Explanation | Example | Configure in NeonCRM before importing? | Required for importing? | Required Values? | Field Selection Type | Type of Data | Max Characters |
| Check # | Check number | 101 | Free-entry | Text | 100 | |||
| Cost | Amount paid for membership | Yes | Free-entry | Text | 100 | |||
| Term End Date | Date that membership expires | 01/01/2010 | No, if blank it will default to the duration in your membership level settings. If more than one membership term is set up for the level, Neon will use the most recently created term. | Date | Date | |||
| Membership Level | Membership level | Optional, but recommended if the membership will be a group membership level or if the duration is not 1 year. If you do not create the membership level before importing, Neon will create the level as a No Group membership with a 1 year term duration. | Yes | Drop-down | Text | 100 | ||
| Enrollment Type | Is this a join (first-time enrollment) or a renewal? | Join, Renew | Drop-down | Text | 100 | |||
| Membership Registration Status | Status of the transaction | Succeed | Succeed, Pending, Declined, Cancelled, Deferred | Drop-down | Text | 100 | ||
| Tender Type | Tender type used for this transaction | Cash | Yes | Drop-down | Text | 100 | ||
| Source | What is the source of the membership? | Community Event | Drop-down | Text | 100 | |||
| Term Start Date | Date that membership goes into effect | 01/01/2010 | Yes | Date | Date | |||
| Transaction Date | Date that membership was purchased | 01/01/2010 | Yes | Date | Date |
Data Structure
Membership data should be structured where each membership record is on a row and each column is a NeonCRM donation field:
Membership Custom Fields
In addition to the standard fields listed in the Available Fields section of this guide, you can also import to membership custom fields using the Import Manager. More information on how to manage and create membership custom fields is available here.
Limitations
Certain types of data are not able to imported using the Import Manager. These include (but are not limited to):
- Membership auto-renewals
- Sub-memberships for household or company group memberships
Import Template
A sample template for membership import is available for download here: NeonCRM Membership Data Template.csv
Import Assistance
Assistance with troubleshooting imports as well as formatting data for import is only provided via consultation. For more information and to fill out a form requesting a consultation, please visit our NeonCRM Consultation page here. If the Import Manager limitations include data that you need to import, we can do a full custom import for you. For more information, please contact your account manager.