Import Customer Memberships

Overview

Important to Note

• Download our template to see which columns are going to be necessary to be filled out in order to complete the import. Alternatively, you can use your own spreadsheet (please note that only .csv files can be uploaded) and after that, you'll be able to match the columns in your files to the columns in OfficeRND (see below)
• If there is a validation error when uploading the data, you might not be able to proceed unless the error has been fixed. More on that later. There are two types of warnings in terms of the validation of the import file - red (an error that should be fixed in order to continue with the import) and slightly yellow (it has a warning function only, but you will be able to continue with the import, i.e. if you import a membership that doesn't have a Price specified - it will default to the price of the billing plan).
• If a row in the import file includes both a company name and a member name, membership will be imported to the company profile, and the membership will be assigned to the member in particular. The company and the members should exist in the system.
• If it includes a company name only, membership will be imported to the company without assigning it to a member. The company should exist in the system.
• If it includes a member name only, a member will be created/updated without a company, and membership will be assigned to the member in particular. The member should exist in the system.
• Plan Name should match exactly the name of the plan in OfficeRnD that will be associated with the membership.

1. Log into the OfficeRnD Flex Admin Portal
2. Navigate to the Settings module and navigate to Import/Memberships

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal

2. Click on the Settings module

3. Click on Import

4. Click on Memberships

5. Import Overview

1. Download the example file to get started (Optional - the file can be found here at the top of the article, and when you click on the Download template button in the Memberships tab).
2. Upload your file (click on the Upload CSV button).

6. Select Upload CSV to upload the memberships file

The required columns in the template file are the following (they will have a "*" symbol included for that purpose):

• Plan Name* - The name of the billing plan associated with the membership that will be imported. The plan name should exactly match the billing plan name in OfficeRnD.
• Membership Location* - The location of the membership. For example, if the billing plan associated with the membership is available to location X, and you specify a location Y for the membership, you will receive a validation error.
• Start Date* - For the start date of the membership, note that one of the following formats should be used: YYYY-MM-DD, DD/MM/YYYY, or MM/DD/YYYY.

7. Once a file is selected, the system will upload the CSV file.

8. Choose the date format from which OfficeRnD will parse the dates

You'll first need to select the date format that you're currently using in your CSV file in order to help OfficeRND set the start dates of the memberships correctly.

Note: This is important because if the format is not set correctly you won't be able to Continue.

9. Match columns from your file to properties in OfficeRnD

At the bottom of the import page you'll be able to see two rows of columns:

• The first row displays the default columns in OfficeRND.
• The second row displays the columns of the uploaded file. You can match your columns to the columns in OfficeRND so that you can make sure that the data from your columns are going to be used in the default column.

10. Click on Continue

If there are any errors or inconsistencies, there will be a warning displayed and you will not be able to continue. Learn more.

If there are no errors or inconsistencies, you can select Continue.

11. Import Summary

View a summary of the import.

12. Save preset CSV (Optional)

Save your choices as a matching preset for future imports (Optional - columns will be automatically matched. You will still be able to re-match and edit them). You will need to click on Save preset CSV, set an Import Settings Name, and then save the changes made. You can choose this matching preset in future imports.

13. Click on Import

This will import the data that was uploaded.

14. Import Success

You will receive a confirmation of a successful data import.