You can upload memberships and up to 6 members per membership.
Memberships and Members
Download the Data Preparation template and copy the RPI Memberships worksheet into a new workbook. Please note:
- the Membership Start Date is when the membership started or the member first joined - which is different to the start date which is the date payments should start from
- the constituent which the RPI Membership is linked to will be set as the primary member, if you don't want this to happen - e.g. because its a gift membership - set 'Constituent Is Primary Member' to No, you can use the RPI Members upload described below to upload further members into the membership
The members are imported by populating up to 6 sets of member-related information across the import template.
The first member has to be a constituent, and will be designated as the primary member. So a full set of constituent columns is offered.
For members 2 to 6 you provide:
- First Name
- Last Name
- Date of Birth
Memberships is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.