How do I use bulk actions to update multiple Memberships?

Overview

Learn how to efficiently update multiple membership records at once using EveryAction's Bulk Apply and Bulk Upload features instead of editing records individually. 

Step 1: Use Bulk Apply to update existing member records 

1. Navigate to Create a List 

2. Select My List > Bulk Apply > Apply Memberships 

3. Choose the contacts you want to update (you can filter by various criteria) 

4. Select which values you want to apply to all selected contacts: 

   1. Membership Level 

   2. Join Date 

   3. Expiration Date 

   4. Renewal series inclusion 

   5. Overnight Membership Management process inclusion 

   6. Receipt of membership cards 

5. Apply your changes to all selected records at once 

Step 2: Use Bulk Upload to add multiple new membership records 

1. Create a spreadsheet with your new member information 

2. Format the spreadsheet according to EveryAction's requirements 

3. Navigate to the Import feature in EveryAction 

4. Upload your data file 

5. Select "Apply Memberships" under the Mapping Template 

6. Map your spreadsheet columns to the appropriate EveryAction fields 

7. Complete the upload process 

Step 3: Link existing contributions during Bulk Upload 

1. If adding membership details to existing records via Bulk Upload, include one of these IDs in your spreadsheet: 

   1. Contribution ID 

   2. Pledge ID 

   3. Recurring Commitment ID 

2. Map these columns during the upload process 

3. These payments will automatically be associated as Dues for the membership records 

4. Complete the upload process 

Step 4: Verify your bulk updates 

1. After completing either Bulk Apply or Bulk Upload, run a report to verify the changes 

2. Filter for contacts that should have been updated 

3. Check that membership levels, dates, and other fields were updated correctly 

4. Make individual corrections if necessary 

Not quite what you were searching for?

• Navigate back to the Membership Resource Index.

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