Progress Checkboxes The following table is intended to be printed and then the paper copy is to be “ticked off” as each item is completed. The aim is to complete each step/sub-step without interruption (to allow you to keep your…
Importing our individual memberships from CMS: (3) History of Imports
Purpose This article is to be updated with statistics gathered during each monthly importation of the CMS data into CiviCRM (as per the Importing our individual memberships from COTA Membership Services (CMS) article). This is to provide an audit trail of the…
Importing our individual memberships from CMS: (1) Procedure
Overview All Australian COTA organisations have outsourced the management of their individual memberships to COTA Membership Services (CMS) in South Australia. Every month, CMS sends COTA Victoria (and every other COTA) two Excel workbooks: “COTA <state> Members List – Active.xlsx” being a…
Using our individual memberships
Who manages our individual memberships? COTA Membership Services (CMS) in South Australia manage individual memberships for COTAs around Australia. They keep the master records for our individual memberships. Our members notify them of changes (e.g., of membership or contact details)…
Notes on Importing our individual memberships from COTA Membership Services (CMS)
Findings 02-Jan-2019 (for the 03-Dec-2018 update) During the update: Single.csv Total Rows 1145 Total number of rows in the imported data. Total Contacts 1145 Total number of contact records created or modified during the import. Tagged Imported Contacts Single: 2…