AMK's test setup: http://psf.amk.ca/drupal-6.20/civicrm/dashboard
User: psfdemo  PW: zaytinya


Kurt's setup:  Drupal 6, CiviCRM 3.3.
 * http://psfmember.org/d/  -- Drupal
 * http://psfmember.org/d/user/login to login
 * http://psfmember.org/d/admin for Drupal admin & configuration.
 * http://psfmember.org/d/civicrm/dashboard for CiviCRM dashboard.

= 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
}}}

= Fields for CiviCRM's membership import =

{{{
Membership Type
Membership Start Date
E-mail (to match to the contact)
}}}

Discussion of importing in CRM docs: http://en.flossmanuals.net/CiviCRM/ContactsAddingAndImporting

= Tasks =

== CiviCRM configuration ==

 * Go to Administer > Global Settings > Localization.  Under "Available Countries", leave the right-hand side blank. Under "Available States and Provinces", add Canada, the US, the UK, Germany, New Zealand, and Argentina.

== Conversion process ==

 * Import individual records (nominated members, and then non-members).
   * Edit file: South Korea -> "Korea, Republic of".
   * Import into CRM. Maxx's date format is mm/dd/yyyy.  Ignore the phone field.
 * Membership data:
   * Create 'nominated' membership.  Emeritus members will be created as 'nominated' and then cancelled.
   * Does Pat have data for the initial start date?
 * Import company records.
   * Export sponsor members from MatrixMaxx.
   * Edit file: "Corporate Member" -> "Sponsor"; "Active" -> "Current" (watch for ActiveState's record!)
   * Edit file: fix @hitmeister.de e-mail, res@opsware.com e-mail
   * Import into CRM.  Maxx's date format is mm/dd/yyyy.

Exports must be in CSV format, UTF-8 encoding.  Maxx's exports are in Latin-1.

CiviCRM doesn't support committees; should check that the committee rosters are up-to-date on the wiki or somewhere.

Perhaps Groups could be used for this? --KBK

= Process =

Target numbers: Companies: 37 total, 27 corporate members, 10 non-members.

Target numbers: Individuals: 138 nominated members, 23 non-members.

Should I bother converting the MatrixMaxx applications, for either companies or individuals?  Probably not.