Knowledgebase

    Import Member Expiration Dates

    StarChapter uses the member expiration date to determine login settings and communication recipients. Find your member expiration data in Membership > Member Manager. If member expiration dates do not display correctly in Member Manager, then there may be a problem with the import settings in Membership > Import Manager.

    1. Save the most up-to-date member roster as a comma separated value (CSV) spreadsheet
    2. Go to Membership > Import Manager
    3. Click Import Data

      Import Data button location

    4. In the Database and File section, choose the Member database. Then attach the spreadsheet.
    5. Click Next

      Import File Upload screen

    6. The import map that matches your spreadsheet import should pre-populate. Leave this as it is, and click Next.
    7. On the Confirm Fields & Import page, find the column "Database Field" and look for "Date paid through".
    8. Make sure to check the box next to the field name.
    9. Select the drop-down under "Column Name" to correspond with the expiration date column of your spreadsheet.

      Date Paid Through field location

    10. Click Next
    11. On the Preview page, review the numbers for updates, moves to Non-Member, New Records and Unchanged Records. If the numbers are correct, click Next.

      Import Preview Totals

    12. Click OK to complete the import. Return to the Preview screen by clicking Cancel. 
    13. Go to Membership > Member Manager and review the "Exp. Date" fields for accuracy.

    Chapter Insights

    Posted by [email protected] on 02/12/2018 4:33 pm  /   Membership