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.
Membership Import ID* A unique identifier for the membership, typically a system or database ID that cannot be edited
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
Customer Import ID* A unique identifier for the customer/constituent/contact, typically a system or database ID that cannot be edited
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
Customer Import ID* Required for primary cardholder only
Membership Card Import ID* 
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.
Customer ID* The ID associated with the customer. 
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
Address Line 1* 
Address Line 2* 
Address State*

Address ZIP* 
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* 
Organization ID* 
Organization Name* 
Category* Further defines the type of organization (e.g. Foundation, Corporation)
Address Import ID* required if importing an address
Address Line 1
Address Line 2
Address City
Address State
Address Zip
Address Country
Phone Number
Email address
Website
For each contact to import with the organization:
Contact ID* 
Contact Import ID*
Is PrimaryIndicates whether the contact is the primary contact.
Yes/No or TRUE/FALSE
Position

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 
Address Line 1
Address Line 2
City
State
Zip
Country

* required



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