I am having difficulty finding a way to import membership history information for each member from our previous CRM (Neon). What is the best way to import this historical data?
Official response from Rich Oki
Hey Robert - thanks for submitting this question.
The vast majority of our customers have to import data from a previous CRM when using NationBuilder and this is why we have a created a full HOWTO guide on the best practices for importing membership data into NationBuilder.
You can find our HOWTO guide on importing memberships here: http://nationbuilder.com/how_to_import_memberships
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You can set an expiration date for a membership in the past. To do so, you will need to set the set the status for the membership at ‘expired, canceled, or grace period.’ You can include ‘lapsed’ in the ‘status reason’ category.
Check out the ‘Status and expiration date’ section here:
http://nationbuilder.com/how_to_import_memberships
Paid 2/3/2001 – 2/28/2002
lapsed
Paid 4/10/2015 – 4/30/2016
Paid 4/30/2016 – 4/30/2017
lapsed
How do we import all the membership transactions that occurred in the past, so they appear for each record, Not just those with a current membership?