Yes! GiveNow offers a free import service to help organisations migrate their existing membership lists onto our platform. This allows you to manage memberships through OrgHQ, process renewals via GiveNow, and track member activity.
What data can be imported?
When importing existing members, the following details are required:
- First name
- Last name
- Email address (must be valid)
- Membership type (e.g. adult, child, concession, etc.)
- Renewal type (manual renewal, automatic renewal, or one-off membership)
- Renewal date (DD/MM/YYYY format)
- Joined date (DD/MM/YYYY format)
What data cannot be imported?
Some details cannot be migrated due to system limitations. These include:
- Titles (e.g. Mr, Mrs, Mx)
- Phone numbers
- Addresses
- Payment details
- Any other membership details you may have collected.
Note: These details can still be added to member profiles later in OrgHQ, either by the members themselves or by an administrator (see below).
How does the import process work?
- Create your membership program in OrgHQ, entering all membership types and required membership questions.
- Request the membership import template (CSV format) by emailing service@givenow.com.au.
- Fill in the required fields using the correct format:
- Ensure all email addresses are valid.
- Ensure dates follow the DD/MM/YYYY format.
- Submit the completed file to service@givenow.com.au.
- The GiveNow team will review the data and process the import.
Note: The import process can only be done once. Please ensure your spreadsheet is complete and finalised before submission. Ideally, the import is done at the start of your membership management with GiveNow to avoid duplication.
What happens next?
Once your import is complete, your members will be added to the system. Each member will receive a welcome email titled “Welcome to [Organisation Name] membership”:
The Set your password button takes members to a page where they can create a password. Once logged in, they will be able to:
- Update membership details: Answer any custom questions your organisation has set for members.
- Update payment details: Members on automatic renewal will be prompted to enter payment details in their profile. These details are stored securely with our payment partner and used for future renewals. (This step is not required for manual or one-off memberships.)
Members with automatic renewal must log in and update their payment details to ensure renewals are processed correctly. You can monitor "Incomplete" members in OrgHQ to identify those who still need to provide updates.
Note: If you’d like to spare members from updating certain details themselves (such as addresses or phone numbers), administrators can add this information on their behalf. Go to Memberships > View members > View next to the member’s name, then select Edit in the top right.