Import Data Anytime You Want into Your Copy of Membee
Over the holidays, we quietly released a much anticipated new feature – the ability to import external data into your copy of Membee anytime you need to. The new “Import” feature is found on Membee’s Admin page and provides some powerful capabilities as outlined below. Import Lists of Prospective Members Keep your organization growing by …
Over the holidays, we quietly released a much anticipated new feature – the ability to import external data into your copy of Membee anytime you need to. The new “Import” feature is found on Membee’s Admin page and provides some powerful capabilities as outlined below.
Import Lists of Prospective Members
Keep your organization growing by sourcing and importing lists of prospective members. Whether it’s new business in your area, in your industry, or students graduating into your profession, importing lists of prospective members is a cost-effective way to source new members. Once they are in Membee, you can start a “why a membership is a great idea” campaign by using Membee’s powerful communication tools including direct integration with MailChimp and Constant Contact.
Import Updates You Receive From a Parent Organization
If your members are passed to you from a parent organization, keeping your data up to date used to be a manual process. No more. Map the inbound data fields to Membee’s equivalent fields and let the new Import feature do the work. You can specify how you want Membee to handle new records that are not found in Membee at the time of the import.
Export Data From Membee, Modify It & Import It Back In
This is a capability that you will use often. Sometimes, it is simply easier and faster to modify your member data in a spreadsheet. As you know, you can export any Membee report and create a data file in the “CSV” file format that is easily opened in Excel or any modern spreadsheet. Perhaps you want to defined the value of a Membee User Defined Field (UDF) to categorize members (or non-members) in a specific way. All you do is export your member data using one of Membee’s member reports, modify if in a spreadsheet, and import it back into Membee using the new Import feature. Cool!
Create & Save Import Definitions So You Can Quickly Reuse Them
We’ve outlined above just a few of the ways you are going to use this new feature. No matter how you use it, a big time saver is the ability to define an Import definition and then save it for reuse later. This allows you to create an unlimited number of Import definitions to handle your commonly used import scenarios.
Put It to Work Right Now!
Want to learn more? Get the details in Membee’s Help From the Hive Knowledge Base article entitled “Import External Data Into Membee”. Remember to have your Membee username and password handy to access the article.