Importing from an existing package is useful if you have seasonal membership packages and want to get your members ready for the renewal process.
You should first create your new membership package e.g. Adult 2019.
Now, from within the package, click on the "Import Members" button - shown below:
Go to: 'Import from an 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.