Import Customer Memberships

Overview

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 .CSV spreadsheet file and you'll be able to match the columns in it to the columns in OfficeRnD (see below).

Prerequisites

  • 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.

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal

2. Navigate to Settings/Import and open the Memberships tab.

3. Click on the Download template button to download the example file. Skip this step if you have already prepared a .CSV file.

4. Click on the Upload CSV button to upload your file.

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5. Select the date format that you're currently using in your CSV file for OfficeRnD to set the memberships start dates correctly. This is important because if the format is not set correctly you won't be able to Continue.

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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.

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10. Click on Validate.

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 click Continue.

11. View Import Summary

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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 and you will receive a confirmation of a successful data import.

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