One of the final steps for any initial import setup is to link the incoming membership program, category, and subcategory information to the ACME created membership level and offering. After an initial import is complete, the incoming values will be available to link to in ACME Backoffice under the Membership > External CRM Mapping menu.


Step-by-Step Guide to Mapping



Once all levels and offerings are mapped, memberships in ACME that have NO ACME Level/Offering but DO have a Program, Category, and Subcategory (from an import) will be updated. You do not need to re-import any membership files for the changes to take effect. 

If memberships in ACME already have an ACME Level/Offering assigned and you wish to update the mapping, you will need to update the mapping and then re-import the memberships or perform a lifecycle action to get the new mapping changes to take effect.