Learn how to import your membership data in this step-by-step guide. There are steps you must take before you import your membership data. To tailor this help guide to better replicate your experience, use this help guide only if you do not have an account ID column. If you do, please follow the related help guide that will support your process.
Recommended Reading Before You Start
Instructions
Importing Your Membership Data
- Select Tools from the navigation menu and then select Import Manager on the drop-down menu.
- Select New Import.
- Complete Step 1: Choose Data.
a. Select Get Started.
b. Enter Import Name. Select Next.
c. Select No to “Does your spreadsheet contain Account ID?” because our spreadsheet does not include the Account ID column. Then, select Next.
d. Answer the question on this page. Because we are importing donation data, we will select Account + Membership Payment Information. Then, select Next.
e. Answer the questions on this page. When finished, select Next.
f. On this page you can export your custom data template. This feature is optional. Select Export Template and then Next.
Note: If you are using the given templates, be sure to remove the first two rows before importing.
When saving the excel spreadsheet, make sure it is saved as an .xlsx (Excel) or .csv file.
Once your data is in the template, delete any columns that do not contain any constituent data.
- Complete Step 2: Column Mapping.
Upload your .xlsx or .csv file and select Next.
- If you have not previously sent acknowledgements for these donations, you can generate an acknowledgement letter for each donation created in Neon CRM by this import. To do this, slide the toggle on to include this letter. Then, select Next.
- Neon CRM will automatically map your data columns to the corresponding standard or custom fields. Check to make sure all the fields are accurate. Because the custom fields under global settings were not configured before starting the import, the fields are mapped to “Create As New Field”. When finished, select Next. Please note: Custom fields created in the Import Manager are only Account fields. If you wish to import data into a Donation, Membership. or Event custom field, you must create these custom fields before you conduct the import.
Note: If you are using your own template, take extra time to review the mapped fields, and select the appropriate option from the drop down.
- The Field Mapping page may appear if the system wants to verify specific import field data. When finished, select Check My Data.
- The import manager will check your data for any errors, if any errors appear on your spreadsheet they will be listed here. If you receive the message “Mapping Successful” select Continue with Import.
- The Import Manager is working on your data. You will receive a notification via email, or via the bell icon in the top right of your CRM, when the import is complete. Select Close and Exit.