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 will NOT be imported? Some details cannot be migrated due to system limitations. These include:
- Titles (e.g. Mr, Mrs, Mx)
- Phone numbers
- Addresses
- Payment details
After the import, members will need to log in and update any missing details. They can create a password by selecting Forgotten password? on the log in page.
How does the import process work?
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Prepare your data
- To request the membership import template (CSV format), please email us at service@givenow.com.au.
- Fill in the required fields using the correct format.
- Ensure all email addresses are valid, and dates follow the DD/MM/YYYY format.
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Submit your file to GiveNow
- Once your file is ready, send it to service@givenow.com.au.
- The GiveNow team will review the data and process the import.
What happens next?
- Your members will be added to the system, but no emails will be sent to them automatically.
- We recommend that you contact them and send them a link to the log in page, so that they can create a password and enter any missing details. Once logged in, the member will see the option to Update details.
- Members with auto-renewal must log in and update their payment details to ensure renewals are processed correctly.
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You can monitor "Incomplete" members in OrgHQ to identify those who still need to update their details.