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Table of Contents

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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 concentration), but you can take a break between steps/sub-steps.

Step Sub Step Completed?
Within the downloads folder on your computer: Do some preparation
Within the HomeFolder: Do some preparation
In CiviCRM: Record “before” statistics in the history
In CiviCRM: Export current CiviCRM data
In Excel: Transform the three input files into the five “.csv” files (if you do break between these sub steps, then you may need to re-open the four Excel files and there is no problem with this except that the overall step will take a bit longer) Single
Household
Head of Household
Member of Household
Life Member
From Excel, do whatever repairs or preparation is required in CiviCRM before the importation
In CiviCRM: Remove membership tags from all existing individual members (as the tags will be re-applied in subsequent steps to those that now deserve them) Single
Life Member
Joint
In CiviCRM: Import the five “.csv” files Single
Household
Head of Household
Member of Household
Life Member
In CiviCRM: Record “after” statistics in the history
In Excel: Record “after” statistics in the history