To import memberships, ACME requires up to three separate files for the different data points required to successfully create a full record. There are required fields in each file in order for the import to be successful. The total list of fields and highlighted required fields are outlined below by file type.


TABLE OF CONTENTS


Membership File 


For Raiser's Edge users, please refer to our Raiser's Export Guide for guidance on which Membership export fields to select.


FieldDescription
Membership ID* The ID associated with the membership. This is typically printed on the member's card.
Character limit: 20
Membership Import ID* A unique identifier for the membership, typically a system or database ID that cannot be edited.
Character limit: 20
Date Joined* The date the member was first acquired.
Format M/dd/yyyy HH:mm:ss
Standing* The status of the membership (Active, Lapsed)
Programif applicable
Category* The membership category or level
Subcategoryif applicable
Record Type* Defines whether the membership is associated with an individual or organization  (I, O)
Membership Expiration Date*
The date the membership expires.
Format M/dd/yyyy HH:mm:ss
Customer ID* The ID associated with the customer/constituent/contact
Character limit: 20
Customer Import ID* A unique identifier for the customer/constituent/contact, typically a system or database ID that cannot be edited
Character limit: 20
For each cardholder (at least one cardholder must be present in the file), include the following 7 columns. If you have 2 cardholders, there should be 14 additional columns.
Customer ID* Required for primary cardholder only
Character limit: 20
Customer Import ID* Required for primary cardholder only
Character limit: 20
Membership Card Import ID* A unique identifier for the membership card object. Must be unique per cardholder.
Character limit: 20
Membership Card Name on card* How the member's name is displayed on their membership card, e.g. "Jenny Lopez"
Membership Card Type*
Primary, Secondary
Only one cardholder may be the primary cardholder. At least one primary cardholder must be present in the file.
Membership Card Valid From Date* Start date of the membership card. 
Format M/dd/yyyy HH:mm:ss
Membership Card Valid To Date*
End date of the membership card. Typically the same value as the expiration date of the membership.
Format M/dd/yyyy HH:mm:ss


* required


Customer File


For Raiser's Edge users, please refer to our Raiser's Edge Export Guide for guidance on which Constituent Export fields to select.


Field
Description
Customer Import ID*A unique identifier for the customer, typically a system or database ID that cannot be edited.
This field is referenced from the Membership Cardholder file.
Character limit: 20
Customer ID* The ID associated with the customer. 
Character limit: 20 
First Name* 
Last Name* 
Middle Name
Phone number* either phone number, email, or address is required
Email* either phone number, email, or address is required
Address Import ID* either phone number, email, or address is required
Character limit: 20
Address Line 1* 
Address Line 2 
Address State/Province*

Address ZIP/Postal Code* 
Address Country* 

* required


Organization File

The organization file is only needed if you are importing organization memberships. If all memberships are for individuals only, then you only need to import the Membership and Customer files.


Field
Description
Organization Import ID* A unique identifier for the organization, typically a system or database ID that cannot be edited.
Character limit: 20
Organization ID* The ID associated with the organization record.
Character limit: 20
Organization Name* 
Category* Further defines the type of organization (e.g. Foundation, Corporation)
Address Import ID* required if importing an address
Character limit: 20
Address Line 1required if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Address Line 2
Address Cityrequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Address State/Provincerequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Address Zip/Postal Coderequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Address Countryrequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Phone Number
Email address
For each contact to import with the organization:
Contact ID* The ID associated with the contact record. 
Character limit: 20
Contact Import ID*A unique identifier for the contact, typically a system or database ID that cannot be edited.
Character limit: 20
Is PrimaryIndicates whether the contact is the primary contact.
Yes/No or TRUE/FALSE
First Name* 
Middle Name
Last Name* 
Phone Number*
either phone or email is required
Email Address*
either phone or email is required
Address Import ID required if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Character limit: 20
Address Line 1required if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Address Line 2
Cityrequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Staterequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Ziprequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.
Countryrequired if importing an address; if blank, "PLACEHOLDER" will be set as the default value.

* required



For detailed steps to execute an import, refer to How to: Importing Membership Data.