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⇤ ← Revision 1 as of 2011-02-21 14:32:37
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| = Fields for Individual import = {{{ birth date City Country Do not Email Do not Mail first name middle name last name prefix suffix nickname phone postal code street address supplemental address 1,2 url }}} |
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= Tasks = * Import individual records (nominated members, and then non-members). * Import company records. Exports must be in CSV format, UTF-8 encoding. CiviCRM doesn't support committees; should check that the committee rosters are up-to-date on the wiki or somewhere = Process = Target numbers: 27 corporate members, 138 nominated members. Should I bother converting the MatrixMaxx applications, for either companies or individuals? Probably not. |
Fields for Individual import
birth date City Country Do not Email Do not Mail email first name middle name last name prefix suffix nickname phone postal code street address supplemental address 1,2 url
Fields for Company Membership import
Contact ID Contact e-mail Contact External identifier Is Pay Later Member Since Membership expiration date Membership start date Membership status Membership type Organization name Source Status Override Test
Discussion of importing in CRM docs: http://en.flossmanuals.net/CiviCRM/ContactsAddingAndImporting
Tasks
* Import individual records (nominated members, and then non-members). * Import company records.
Exports must be in CSV format, UTF-8 encoding.
CiviCRM doesn't support committees; should check that the committee rosters are up-to-date on the wiki or somewhere
Process
Target numbers: 27 corporate members, 138 nominated members.
Should I bother converting the MatrixMaxx applications, for either companies or individuals? Probably not.