Member import CSV

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2 months 4 days ago - 2 months 4 days ago #169219 by rickei
Member import CSV was created by rickei
I have just built a new site for a gym
I have all of the membership plans created and are working fine.the subscriptions are set to never end and to bill monthly.

now I need to import the members from the old site that used j2Store.
During the transition we had several memberships try to renew on the old site but they failed because I turned off the payment processing 
I need for these memberships to renew when I import them to the new site. I just want to be clear on how I should format this in the CSV file so that it will trigger the monthly charge

created_date    This is obvious
payment_date   I think this is the last payment made
from_date         I think this should match the payment date?
to_date             I think this should be set to today/tomorrow to trigger a renewal
let me know if that is correct

I assume I just leave transaction_id blank?

also I assume since authorize.net was used for processing on the old site, that the users name and email is all that is needed to complete the reoccurring payment? ...I am using the core authorize.net plugin on the new site.


 
Last edit: 2 months 4 days ago by rickei.

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2 months 3 days ago #169225 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Member import CSV
Hi Rickei

- from_date should be the date which users subscribed for the plan on your site. It could be payment_date in this case
- to_date is the date which the subscription will be expired.

I don't know if you expect the subscriptions to be renewed automatically? Or users will need to come back to your site to renew the subscription manually ?

Regards,

Tuan

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2 months 3 days ago #169228 by rickei
Replied by rickei on topic Member import CSV
I hope they will be renewed automatically.

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2 months 2 days ago #169253 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Member import CSV
So these users have already active recurring subscriptions in J2store ?

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2 months 2 days ago #169257 by rickei
Replied by rickei on topic Member import CSV
yes, they already have active recurring memberships in j2store, and are processed with authorize.net

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2 months 1 day ago #169265 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Member import CSV
In this case, during the import, please make sure in the CSV file, you have subscription_id column. That column should contain Subscription ID of the recurring subscription created in Authorize.net. J2store should store that data, too

Regards,

Tuan

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