CSV upload: Difference between revisions
Jump to navigation
Jump to search
Created page with "HMS can automatically detect new members when a CSV of bank transactions is uploaded. People on the membership team have access to CSV upload options, process illustrated belo..." |
mNo edit summary |
||
| Line 20: | Line 20: | ||
Click on Approve All, and new members will be added to the current members group in HMS. HMS will automatically email them, telling them their membership is complete and who to contact for [[Gatekeeper Setup (HMS)|Gatekeeper setup]] | Click on Approve All, and new members will be added to the current members group in HMS. HMS will automatically email them, telling them their membership is complete and who to contact for [[Gatekeeper Setup (HMS)|Gatekeeper setup]] | ||
[[File:Hsnotts-csv-upload-005.jpg|800px|thumb|none|New members approved]] | [[File:Hsnotts-csv-upload-005.jpg|800px|thumb|none|New members approved]] | ||
[[Category:Membership]] | |||
Revision as of 19:54, 17 July 2013
HMS can automatically detect new members when a CSV of bank transactions is uploaded. People on the membership team have access to CSV upload options, process illustrated below.
Log in to HMS, then click on Members in the top left:
That'll take you to the membership summary. Click on the Upload CSV button, near the bottom:
Choose your CSV, then hit upload:
At the point, it will either tell you there are no new member payments, or give you a summary of new payments found:
Click on Approve All, and new members will be added to the current members group in HMS. HMS will automatically email them, telling them their membership is complete and who to contact for Gatekeeper setup
