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Membership Dues

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Preface

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(Return to Memberships)

Introduction

From Memberships and Revenue, you can add membership dues transactions received from constituents (such as to join or renew memberships or purchase memberships as gifts for others). When you add a payment for membership dues, you enter information about the membership, its members, and any additional information such as benefits or add-ons. Additionally, if a payment applies to more than only the membership, such as a payment that includes a donation to your organization, you can enter information about how to apply the payment. You can enter a single payment or multiple payments at one time using the membership dues batch template.

ImportantInfo.jpg

Important: You cannot apply a payment toward multiple memberships. For example, you cannot apply a payment to both a gift of membership and a membership join or renewal.

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Membership Dues Workflow

From Memberships, you can add a single membership transaction. From Memberships, Revenue or Batch entry, you can add multiple payments to apply toward membership dues, such as for a renewal, join, or gift of membership.

Batch entry of membership payments:

  • A systems administrator must first configure a Batch numbering schemes, a Batch workflow and a Batch template. See the Revenue Administration manual for further information.
  • From Batch entry, you can perform several tasks to manage aspects of membership transactions, such as members, add-ons, and donations.
  • After you commit the membership dues batch, manage information about its payments as necessary from their transaction records in Revenue.
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Add a Single Membership Transaction

From Memberships, you can enter and save a single membership transaction. When you save the Add a membership screen, the membership and the membership revenue transaction are immediately created.

To enter multiple memberships at one time, you can use the Enter membership dues batch. Batch entry gives you added convenience, control, and audit trail than the one-off screen. For more information, see Add Membership Dues Batches.

UsefulInfo.jpg

Note: If you are adding a membership to a programme whose payments are made in another system, payment options do not appear on this screen.

  1. From a membership programme page, click Add a membership under Tasks. The Add a membership screen opens.
  2. "Screenshot of Who is paying for this? Section of Add a memberships screen "

  3. Select whether the constituent is paying for a personal membership or for a gift of membership for another constituent. If you select Giving a membership to someone else, enter information about the gift of me mbership.
    1. In the Name field, search for and select the constituent to receive the membership as the primary member. You can search for the constituent by name, lookup ID number, or telephone number. For more search criteria, such as address or constituent type, click on the magnifying glass to access the Membership Dues Constituent Search screen.
    2. In the Send renewal to field, select whether to send renewal notices to the giver, the primary member, or both.
    3. Select whether the constituent pays for the gift of membership anonymously.
  4. Under Who is paying for this?, enter the name of the constituent who pays the membership dues. If you received the payment in response to an appeal mailing or membership renewal effort, you can enter the finder number from the reply form, to identify the constituent.
  5. UsefulInfo.jpg

    Note: If you identify the constituent by finder number or source code, the corresponding membership renewal effort and appeal are populated.

    1. Enter or select the date of the payment.
    2. Under Marketing Information, if applicable (and not already entered), you can search for an appeal mailing or membership renewal effort to associate to the payment. You can also enter a source code. In the Inbound channel field, select how you received the payment.
    3. Under Transaction comments, enter any additional information as required.
  6. Under What are they paying for?:
  7. "Screenshot of what are they paying for? Section of Add a memberships screen"

    1. Select whether to use the payment to add, renew, or upgrade a membership.
    2. Select the programme, level, and term of the membership transaction.
    3. If paying for a lifetime or recurring programme, the term is replaced with the payment options.

      When you select the membership programme, the Benefits field displays any default benefits the constituent receives for the transaction. If the selected membership programme and level assign benefits based on the number of members, the quantity of benefits received matches the maximum number of members allowed for the selected level.

    4. By default, the Expires on field displays the expiration date of the membership, based on the transaction date and term of the programme. Edit if required.
    5. If the membership programme allows an installment plan, select whether to pay the membership in full, pay only one installment, or pledge the entire membership.
    6. If you select Pay first installment or Pledge, if the payment amount includes additional revenue to apply toward the next installment, select Pay additional money toward next installment and enter the amount to apply.
    7. UsefulInfo.jpg

      Note: If you select Pay installment or Pledge, a revenue transaction with a transaction type of Membership installment plan is created.

    8. By default, the Amount field displays the cost of the membership dues, based on the programme, level, and term. Edit as necessary. If you want to reduce the amount of the transaction, consider using promotions instead of manually changing the transaction amount.
    9. If applicable, tick Constituent declines Gift Aid for this membership.
  8. Select whether to apply a membership discount or promotion to the transaction, and enter the discount amount or applicable promotion code.
  9. If applicable, select the add-ons to include. The Total add-on amount field displays the total cost of the selected add-ons.
  10. If applicable, under Who should be included on this membership?, search for and select the constituents to include as members. Under Number of children, if applicable, search for and select the constituents to receive child memberships.
  11. Under Which members should receive a card?, select the members to receive membership cards. For each member selected, enter the name to appear on the card and adjust the expiration date if required.
  12. If the payment includes a donation to your organization, under Are they also giving a donation?:
  13. "Screenshot of Are they also giving a donation? section of Add a memberships screen"

    1. Tick Add a donation of and enter the donation amount.
    2. To apply the donation to a major giving plan opportunity, search for and select the opportunity.
    3. Search for and select the designation to which to apply the donation.
    4. To group the donation with similar donations, select the applicable category. For example your organization may have a Membership Donations category to easily track donations received from members. If the required category is not listed, contact the DARS helpdesk.
    5. In the Campaigns field, the default campaigns for the selected designation appear. To apply the donation amount toward other campaigns, click Edit. On the Campaigns screen, search for and select the campaigns to apply the donation toward.
    6. If you set up solicitor credit rules for major giving in Prospects, the Solicitors field displays the default solicitor for the selected opportunity. To credit other solicitors with the donation, click Edit. On the Solicitors screen, search for and select the solicitors to associate with the donation and how much credit each receives for the donation amount.
    7. In the Recognition field, the default recognition credits for the constituent appear. To edit the recognition credit associated with the donation, click Edit. On the Recognition credits screen, search for and select the constituents to receive recognition credit. For each constituent, select the type, effective date, and amount of recognition credit received and the designation to which to apply the credit.
    8. If applicable, tick Constituent declines Gift Aid for this donation.
  14. If the constituent pledges the membership payment or pays for the first installment, set up the installment schedule.
  15. "Screenshot of What is the instalment plan? section of Add a memberships screen"

    1. In the Frequency field, select the frequency of the installments, such as Monthly or Single installment.
    2. In the Starting on field, select the due date of the first installment.
    3. In the No. installments field, enter the number of installments into which to divide the pledge.
    4. UsefulInfo.jpg

      Note: For a pledge with an irregular frequency or a single installment, you cannot enter a number of installments for the pledge.

    5. Select Send reminders to make installment plan reminders available to be included in pledge reminder processes.
    6. The grid displays the regular schedule for the pledge, based on the frequency, start date, and number of its installments. To set up an irregular installment, such as if the constituent requests to skip a month, edit the Date and Amount columns as necessary.
  16. If the payment includes an event registration in addition to the membership dues, enter information about the registration.
  17. Under How are they paying?, select the payment method used for the payment, such as Cash, Check, or Credit card.
    • For a payment method of Credit card or Direct debit, if you wish to include the membership in query results for memberships to convert to automatically paid memberships, tick the Mark this membership for automatic renewal for later query checkbox.
    • If this is a recurring membership and you chose to create the recurring gift, but not make the first payment, you can still enter credit or debit card information. The token will be saved to use for future recurring gift payments for the membership.
  18. Under Are there any special instructions:
    1. To exclude the membership dues payment when you run the process to generate acknowledgements, select Do not acknowledge.
    2. If the constituent requests to pay for the membership anonymously, select Is anonymous.
    3. Select whether to send an acknowledgement to the constituent for the payment.
    4. To send an acknowledgement, select the letter to send the constituent when your organization includes the payment in an acknowledgement process.
    5. To apply the revenue to a tribute, search for and select the tribute.
  19. To exclude the payment when you run a process to automatically generate receipts, select Do not receipt.
  20. In the Tax deductible amount field, enter the the tax-deductible portion of the total amount. For example, if the constituent receives benefits for the payment, this amount is the total amount minus the total benefit amount. For a renewal transaction, the amount set for the selected level appears.
  21. The Total amount field displays the total amount of the payment, based on the membership dues amount and any add-ons and donations or other applications.
  22. Click Save. The record of the payment appears and the membership record has been created.

For information about the items on the payment record, see the Revenue Administration manual.

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Multiple Membership Transactions

UsefulInfo.jpg

Note: The following sections provide sufficient detail of batch processing for the requirements of this user guide. For more information, see the Import and Batch Processes manual or Revenue Administration manual.

From Memberships and Revenue, you can add multiple payments at one time by using a membership dues batch. To enter multiple membership transactions at one time, you create a batch of the payment transactions so your organization can apply a batch workflow that requires a review and approval process as necessary.

To view and manage your membership dues batches from Memberships or Revenue, click Enter membership dues under Tasks or Transactions.

On the Enter Membership Dues page, you can manage your in-progress, or uncommitted, batches and your finalized, or committed, batches of membership dues payments. You can also enter data into your membership dues batches and process the batches through their workflows. To help you manage your membership dues batches, the Enter Membership Dues page contains separate tabs for uncommitted and committed batches.

UsefulInfo.jpg

Note: In order to download membership transactions from non-logged in users on your website, you must use a membership dues batch that does not have the Bill to field marked as required.

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Add Membership Dues Batches

From Memberships and Revenue, you can add membership dues batches to enter payments applied toward membership dues, such as for a renewal, join, or gift of membership. When you start to add a membership dues batch, you select the template to use with the batch. The template determines the fields available and any default values. For example, you may set up a batch template for each membership programme. The template also includes the batch workflow, which determines the steps your organization requires before you commit the payments to your database. For example, your organization may require a review and approval process for all membership dues payments.

For further information, see the Import and Batch Processes manual or Revenue Administration manual.

ImportantInfo.jpg

Important: You cannot apply a payment toward multiple memberships. For example, you cannot apply a payment to both a gift of membership and a membership join or renewal.

  1. From Memberships or Revenue, click Enter membership dues under Tasks or Transactions. The Enter Membership Dues page opens.
  2. On the Uncommitted batches tab, click Add. The Add a batch screen opens.
  3. Select the membership dues batch template to use to create the batch.
  4. UsefulInfo.jpg

    Tip: The template determines the fields available to enter payments into the batch. To adjust the template, such as to set any field defaults or hide selected fields, click Field options.

  5. Enter the properties of the batch, such as its batch number, description, owner, and any projected totals or amounts.

    UsefulInfo.jpg

    Tip: If the numbering scheme of the template assigns batch numbers, it automatically appears in the Batch number field. To manually enter a batch number, select Override and enter the number to assign the batch.

  6. Click Save. The Enter membership dues screen opens.
  7. Enter membership transactions. See next section.
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Enter Multiple Membership Transactions

UsefulInfo.jpg

Note: If you are adding a membership to a programme whose payments are made in another system, payment options do not appear on this screen.

For further information, see the Import and Batch Processes manual or Revenue Administration manual.

  1. On the Enter membership dues screen, for each membership dues transaction:
    1. Enter information about its membership and payment, as per instructions in Add a membership.
    2. UsefulInfo.jpg

      Tip: To quickly clear all information entered for a payment (before it is added to the batch), click Clear.

    3. Click Next Payment.
  2. In the panel on the right:
    1. All entered payments are listed under Summary - Batch #.
    2. To edit the number, description, owner, or projected totals of the batch, click Edit properties.
    3. To update the projected totals to match the current actual totals, click Update projected totals.
  3. To view the payments in a standard batch data entry grid, such as to verify correct data entry, click Review. The batch data entry screen opens and displays the membership dues batch. See Membership Dues Batch Tasks for additional information.
  4. UsefulInfo.jpg

    Note: You can change the post status of a membership transaction from the batch grid, but not from the Enter membership dues screen.

    1. To return to the Enter membership dues screen, select Main tab > Processes > Return to form.
  5. After you add all payments to the batch and verify correct data entry, click Done to save and close the batch. You return to the Enter Memberships Dues page. You can manage the batch as necessary from the Enter Memberships Dues or Batch entry page.
  6. No data is written to records until you commit the batch. Before you commit the batch there may be additional tasks you need to perform. See Membership Dues Batch Tasks for further information.

ImportantInfo.jpg

Important: If the batch contains payments by credit card or direct debit, you must process these transactions before you commit the batch. To process credit card transactions from the Enter Membership Dues page, click Credit Card Processing under Tasks. To process direct debit transactions, click Generate direct debit file process under Tasks. For information about how to process credit card or direct debit transactions, see the Revenue Administration manual.

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Uncommitted Membership Dues Batches

On the Uncommitted batches tab of the Enter Membership Dues page, you can view and manage the membership dues batches that are available for data entry. Under Uncommitted batches, you can view the number, owner, and status of each uncommitted membership dues batch.

UsefulInfo.jpg

Tip: To limit the number of batches that appear in the grid, you can filter the grid to view only those assigned to a specific owner. In the Owner field, select the user assigned to the batches to view and click Apply. To remove the filter and view all membership dues batches, click Reset.

Depending on the workflow status of the batch and your security rights and system role, you can perform several tasks to manage uncommitted batches. For example, you can add and edit uncommitted batches to enter membership dues payments. When a batch completes its step in the workflow, you can update its status or commit the batch, based on its workflow. You can also delete uncommitted batches as necessary.

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Review or Edit an Uncommitted Batch

Until you commit a batch, no data is entered into DARS. If required, you can review and edit details of an uncommitted batch.

  1. From Memberships or Revenue, click Enter membership dues under Tasks or Transactions. The Enter Membership Dues page opens.
  2. On the Uncommitted batches tab select the relevant batch and click:
    • Edit > Edit batch to edit batch transaction details. See previous section for further information.
    • Edit > Edit properties to edit batch property details
  3. Click Save.

For further information, see the Import and Batch Processes manual or Revenue Administration manual.

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Delete an Uncommitted Batch

Until you commit a batch, no data is entered into DARS. If required, and if you have the rights, you can delete an uncommitted batch.

  1. From Memberships or Revenue, click Enter membership dues under Tasks or Transactions. The Enter Membership Dues page opens.
  2. On the Uncommitted batches tab select the relevant batch and click Delete.
  3. Click Yes, to confirm.
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Commit a Batch

Until you commit a batch, no data is entered into DARS. Before committing the batch you should check that all data has been entered correctly - see Review or Edit an Uncommitted Batch.

  1. From Memberships or Revenue, click Enter membership dues under Tasks or Transactions. The Enter Membership Dues page opens.
  2. On the Uncommitted batches tab select the batch that is ready to be committed.
  3. Click Update status, if required.
  4. Click Commit.
  5. The Commit a batch screen opens.
    1. Tick Validate batch before committing.
    2. Tick Check for duplicate constituents.
    3. Tick Create control report.
    4. If applicable you can select to delete the batch after processing or to create an output selection.
  6. Click Start. The batch commit status page opens displaying the batch commit process parameters and the status.

If the batch commit fails, or completes with exceptions; review the batch, correct any errors and re-commit. For further information, see the Import and Batch Processes manual or Revenue Administration manual.

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Membership Dues Batch Tasks

When you manage a membership dues batch from Batch entry, the Membership Information window, at the bottom of the batch data entry screen, displays detailed information about a selected membership transaction, such as its members and any benefits or add-ons. To view or hide the Membership Information window, click in the double arrow icon on the right hand side of the Membership Information title bar.

For further information, see the Import and Batch Processes manual or Revenue Administration manual.

"Screenshot of batch entry screen"

To edit this information for a selected membership, such as to add members or add-ons, select the Dues tab. From this tab, you perform several tasks to manage this information.

UsefulInfo.jpg

Note: In order to download membership transactions from non-logged in users on your website, you must use a membership dues batch that does not have the Bill to field marked as required.

Manage Members and Membership Cards

If the membership programme and level allow multiple members, you can manage the members and membership cards to include from a membership dues batch.

  1. On the batch data entry screen, select the membership with the members or membership cards to manage.
  2. On the Dues tab, click Members and cards under Members. The Members and cards screen opens.
  3. Under Additional members, specify the constituents to include as members. You can select constituent relationships of the primary member, or search for and select the required constituents.
  4. Under Members receiving cards, select which members receive membership cards if the membership level includes multiple cards. For each member selected, enter the name and expiration date to appear on the card.
  5. Click OK.
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Edit Pledge Installments

Your organization may allow members to pledge dues for specific membership programmes. From a membership dues batch, you can set up the installment schedule for a pledged membership.

  1. On the batch data entry screen, select the pledged membership with the installment schedule to edit.
  2. On the Dues tab, click Edit installments under Create installment plan. The Installment schedule screen opens.
  3. UsefulInfo.jpg

    Note: The Pledge date and Pledge amount fields display the transaction date and amount for the membership. To adjust the date or amount of the pledge, edit the membership information in the batch.

  4. Select the frequency of the installments, such as Monthly or Quarterly.
  5. In the Starting on field, select the due date of the first installment.
  6. In the No. installments field, enter the total number of installments into which to divide the pledge.
  7. In the grid, the regular installment schedule, based on the entered frequency, start date, and instalment number, appears. To set up an irregular installment, such as if the member requests to skip a month, edit the grid as necessary.
  8. Click OK.
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Manage Benefits

From a membership dues batch, you can manage the benefits the constituent receives in response to a membership transaction. For example, your organization may offer items such as t-shirts, coffee mugs, or stickers as incentives for memberships.

UsefulInfo.jpg

Tip: If the selected membership programme and level assign benefits based on the number of members, the default quantity of benefits received for a transaction matches the maximum number of members allowed for the selected level. For example, if you add a transaction that includes three members and select a level that allows up to four members, the transaction receives benefits for four members. You can edit the quantity of benefits associated with the transaction as necessary.

  1. On the batch data entry screen, select the membership with the benefits to manage.
  2. On the Dues tab, click Benefits under Benefits. The Benefits screen opens.
  3. In the grid, search for and select the benefit/s that the constituent receives for the membership transaction.
  4. For each benefit, enter the quantity the constituent receives. The Total fair market value field displays the total value of the benefits received.
  5. Edit the Tax deductible amount of the benefits as required.
  6. UsefulInfo.jpg

    Tip: To quickly remove all tax-deductible benefits from the transaction, click Remove tax deductible benefits. To remove all benefits from the transaction, click Remove all benefits.

  7. Click OK.
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Manage Add-ons

From a membership dues batch, you can manage the add-ons to include in membership transactions, such as guest passes or other benefits.

  1. On the batch data entry screen, select the membership with the add-ons to manage.
  2. On the Dues tab, click Add-ons under Add-ons.
  3. The Add-ons screen opens displaying the add-ons set up for the selected membership programme.
  4. Select the add-ons to include in the transaction and enter the quantity of each to include. The Total add-on amount field displays the total additional cost of the selected add-ons.
  5. Click OK.
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Manage Donations

From a membership dues batch, you can manage donations included in payments toward membership transactions.

  1. On the batch data entry screen, select the membership with the donation to add.
  2. On the Dues tab, click Donation under Options. The Additional donation screen opens.
  3. Tick Add a donation of and enter the total amount of the donation.
  4. To apply the donation to a major giving plan opportunity, search for and select the opportunity.
  5. Search for and select the designation to which to apply the donation.
  6. In the Category field, select the category for the donation amount, such as Membership Giving. If the required category is not listed, contact the DARS helpdesk.
  7. In the Campaigns field, the default campaigns for the selected designation appear. To apply the donation amount toward other campaigns, click the icon (on the right). On the Campaigns screen, search for and select the campaigns to apply the donation toward. Click OK.
  8. If you set up solicitor credit rules for major giving in Prospects, the Solicitors field displays the default solicitor for the selected opportunity. To credit other solicitors with the donation, click the icon (on the right). On the Solicitors screen, search for and select the solicitors to associate with the donation and how much credit each receives for the donation amount. Click OK.
  9. In the Recognition field, the default recognition credits for the constituent appear. To edit the recognition credit associated with the donation, click the icon (on the right). On the Recognition credits screen, search for and select the constituents to receive recognition credit. For each constituent, select the type, effective date, amount of recognition credit received, and the designation to which to apply the credit. Click OK.
  10. If applicable, tick Constituent declines Gift Aid for this donation.
  11. Click OK.
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Manage Promotions

From a membership dues batch, you can manage discounts and promotions to apply toward membership transactions. For example, to increase membership enrollment, your organization may offer reduced dues for new memberships during a specific weekend.

  1. On the batch data entry screen, select the membership with the donation to add.
  2. On the Dues tab, click Promotion under Options. The Membership Promotions screen opens.
  3. To apply a discount or promotion to the membership transaction, select Yes, apply the following discount: and select the discount and/or enter the promotion code.
  4. Click OK.
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Committed Membership Dues Batches

On the Committed batches tab of the Enter Membership Dues page, you can view the membership dues batches that are committed to DARS. When you commit a batch to DARS, the programme uses its data to create records of the membership dues payments in DARS.

To limit the batches that appear, you can filter the grid by the date the batches commit to DARS and select whether to include deleted batches. To filter the grid, select the criteria of the batches to view and click Apply. To remove the filter and view all batches, click Reset.

Depending on the workflow status of the batch and your security rights and system role, you can perform several tasks to manage committed batches. For example, you can open the batch to view its data or delete a committed batch as necessary.

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Membership Dues Batch Reports

To help manage your membership dues batches, you can use reports to analyze the validation of uncommitted batches and the successful creation of membership dues transactions from committed batches.

  • The Membership Dues Batch Validation Report and the the number and properties, including projected totals, of the batch; lists the membership dues transactions in the batch; and calculates the total count and amount of the transactions. For each transaction, you can view its constituent, date, amount, payment method, revenue type, and membership programme and level.
  • The Membership Dues Batch Control Report displays the number and properties, including projected totals, of the batch; lists the membership dues transactions in the batch that were committed to DARS; and calculates the total count and amount of the transactions. For each transaction, you can view its constituent, date, amount, payment method, revenue type, and membership programme and level.
  • When you commit a membership dues batch to DARS, some transactions may not commit to DARS, such as due to incorrect or insufficient data entry. Transactions that do not commit are called 'exceptions'. The Membership Dues Batch Exception Report displays the number and properties, including projected totals, of the batch; lists the membership dues transactions in the batch that did not commit to DARS; and calculates the total count and monetary amount of the transactions that did and did not commit. For each exception, you can view its constituent, date, amount, payment method, revenue type, and an explanation of why the transaction did not commit.

View Reports

  1. From the Enter Membership Dues page or Batch Entry page, on the Uncommitted batches or Committed batches tab, select the relevant batch.
  2. UsefulInfo.jpg

    Note: Reports can also be viewed from the Tasks list of the batch commit status page.

  3. Click the required report link on the action bar. The report page opens.
  4. By default, the report sorts the transactions by their order in the batch.To change the order, click a column header to sort by that value.
  5. If required, click on the Export icon (a floppy disc icon in the navigation bar above the report) to export the report in CSV format. Other formats are available, however they don’t always display in a useful way, so it is recommended that you use CSV format. Once downloaded you can import into Excel - see note below.
  6. UsefulInfo.jpg

    Note: When a CSV file is opened directly in Excel the leading zeros on fields such as phone numbers or post codes, are dropped. In addition date fields may be compromised. To ensure that data exported from DARS remains in the correct format you should import the CSV file into Excel. The Fundamentals 2 manual includes instructions for importing to Excel 2007. Refer to Microsoft Help files for any additional information.

  7. To return to the Enter Membership Dues or Batch Entry page, click the browser back button.
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Import Membership Dues

You can import membership dues transactions into DARS. For example, after a membership drive at a community event, you can import the memberships from a CSV file created in MS Excel.

ImportantInfo.jpg

Important: To successfully import membership dues transactions, constituent records must exist for all members included in the import and for those to whom the memberships are billed. For example, if your import includes a gift of membership, both the giver and recipient must be constituents in DARS, as well as any additional members associated with the membership. To import new membership joins, gifts of memberships, or renewals that include additional members, you may need to run multiple imports on the data.

To import membership dues, the information should be in CSV file format.

The instructions below provide a brief overview of the process to import membership dues data into DARS. Please refer to the Import and Batch Processes manual for more detailed instructions.

  1. From Administration, click Import, then click Add, to add an import process based on the membership dues batch template to use with your membership dues transactions.
  2. To create the membership dues transactions, map the import process to your import file and run the import process. For information about the requirements of specific fields, see Membership Dues Import Fields.
  3. If the import process completes with exceptions:
    1. From the status page of the membership dues import process, download the exception file to determine which rows in your import file contain new constituents or incorrect information.
    2. If necessary, use the information in your import file to add new constituents to DARS. For example, if there were several new constituents, you could create a new import file of the constituent information then use an import process based on a constituent batch, to import, create and commit a constituent batch of the new constituent information.
    3. ImportantInfo.jpg

      Important: If you import new constituent information, you must create a new import file. You cannot use a membership dues import file with a constituent import because a row in the membership dues transactions import file may contain multiple constituents based on additional members or a gift recipient. In a constituent import file, each constituent must have a separate row.

    4. After you correct the import file and add any new constituents to DARS, use the exception file to attempt to import the membership dues transactions again.
  4. Manage the import batches from the Enter Memberships Dues or Batch entry page.

ImportantInfo.jpg

Important: If the batch contains payments by credit or direct debit, you must process those transactions before you commit the batch. To process them from the Enter Membership Dues page, click Credit Card Processing or Generate direct debit file process under Tasks. For information, see the Revenue Administration manual.

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Membership Dues Import Fields

The table below explains the requirements of specific fields in the import file. For information about additional fields used to add membership dues, see Add a Membership.

Screen Item

Description

Membership transaction type

This field determines the type of membership transaction to add. Enter 0 to add a new membership or 1 to renew an existing membership. You can enter only one of these values.

Discount type

For a transaction that includes a Manual membership promotion, enter the name of the promotion.

Promotion code

For a transaction that includes a With code membership promotion, enter the promotion code.

Membership programme add-ons, Add-on type

When you add add-ons to a membership, the Add-on type field indicates whether the add-on is for a benefit or an additional member. Enter 0 to add a benefit add-on, or enter 1 to add an additional member add-on.

Members receiving cards, Member

When you add additional members with membership cards to a membership, enter the system record ID for the member to receive a membership card. To include this value in a constituent query, include the Constituent/Constituent record field.

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