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
- Any other membership details you may have collected.
How does the import process work?
- Create your membership program on GiveNow, entering all membership types and required membership related questions
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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.
Please note that the import process can be done only once, so please ensure all data is completed in the spreadsheet. Ideally it is also done at the start of the membership management with GiveNow, to avoid duplication.
What happens next?
- Your members will be added to the system, an email titled "Title: Welcome to [Organisation Name] membership" will be sent to them:
- The "Set your password" button will take them to page so that they can create a password. Once logged in, the member will automatically see the option to "Update details":
- Update questions relating to membership: The member will be asked to complete the data requests you have created for these members.
- Update payment details: In the event of a membership type that is automatic renewal, we will require the member to provide their payment details on their profile. These details will be stored securely with our payment partner (only) and used for future membership renewals. (This of course is not a requirement for one-off or manual membership renewals.)
- 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.