Importing from an existing package is useful if you have seasonal membership packages and want to get your members ready for the renewal process. Rather than having to create a new spreadsheet you can simply import the members across from an existing package.
Go into the Membership Module on the left hand side in your Admin area.
You will need to create your new membership packages if you haven't already done so e.g. Adult 2021/22
Now, from within the package, click on the 'Import members' button - shown below.
Go to 'Import existing package' and select the package you would like to import from. You can choose to import just the active members by ticking the 'Active members only' box or everyone from the previous package.
Please Note: You can only import from e.g. Family to Family (not Adult to Family). If you can't see the package you wish to export from here check that you have created the new package as the same 'Type' as the previous year.
After selecting your package, click the blue 'Import' button and once they have been imported head back to your membership table where you can see your packages.
If you wish to import from an external file, click here.
Your members from your previous package will now appear in your new package. Their status will be set to 'Pending' until they are sent a payment request and sign up to the new package.