Membership Pro to Quickfill import findings
I figured I’d look into this a little more, just so we are covering all our bases. Here’s what I’ve found so far.
I exported subscriptions from Membership Pro (MP)– note that there was way to filter which records were imported.
I attempted to match fields from MP to Quickfill (QF) for purposes of an import to QF. I ran into a number of issues.
One that seems difficult to overcome is that QF maintains one customer record and numerous renewal fields.
MP creates a new record for each renewal.
For example, QF would show a member who has renewed three times as
Fields: Member name 1st payment 1st renewal 2nd renewal
Content: John Smith 1/1/19 $40 1/1/20 $40 1/1/21 $40
MP shows
Fields: name date/amount
1st record: John Smith 1/1/19 $40
2nd record: John Smith 1/1/20 $40
3rd record: John Smith 1/1/21 $40
I also looked at the possibility of using the MP export to run a report of deferred income manually, but the export does not list the term (number of months) it only uses the plan name. There is no easy way to run a formula to determine the deferred income per month without manually adding the term based on the plan, or possibly running some function to automate this, but that is beyond my skill level.
Can MP create this calculation in a custom field of the deferred income per month
It is basic math formula so i think it can be done with REGEX regular expressions
Code:
Tuan this excel deferred calculator is exctly what were trying to do so perhaps you can understand it better by seeing this?
The deferred tax rate calculator is a great tool to be used for all those people who don’t have any clue about how to calculate the deferred tax rate.
Code:
https://www.xltemplates.org/deferred-tax-rate-calculator/
Perhaps you can find way of incorporating it into Mpro?
I would expect that we aree not the only ones using Mpro in this way and aa lot of your customers would need this also.
Thank you
