Why

If you are unable to convert your data from a previous version of Membership Plus or you were using another program to track your members, you can import your member information into Membership Plus. This is a good alternative to having to re-enter all of your contacts manually.
Membership Plus provides an Import Wizard that helps you import the data from its current format.
You can import the following file formats:

• Text File (ASCII Delimited)
• Database table (Access)
• Spreadsheet (Excel 2003 or earlier, Quattro Pro, Lotus)
• Web File (HTML)

How

 To import member information into Membership Plus

You will find the import wizard in the File menu.

1. In Step 1 indicate the type of data you want to import.
2. Click Next.

1. Identify the type of file that contains the data you wish to import.
2. Click Browse and locate the desired file.
3. Click Next.

1. In Step 4 you will need to link data in the file you are importing to corresponding data fields in Membership Plus. Do this by double clicking the options on the right to correspond with the importing fields on the left.
2. Click Next once you have linked all the fields you wish to import.

1. Next, indicate how to handle duplicate records that may be found. You can skip duplicates, update the Membership Plus record with the import data, or create a new record.
2. Indicate your preferences for the following options:

Ignore First Record: If the first record is a header record filled with field labels instead of data, you can select not to import it.
Automatically Create Families: Membership Plus will create a family record to correspond to each individual record that is imported.

1. Click Next.

1. Click Import.

1. When import is complete click Close.

Please note that if you chose to skip duplicate records, those duplicates will not be counted in the total number of imported records.