How Can We Help?
Table of Contents
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 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 |