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Using ImportOMatic to import new membership records
2 CommentsSorted by Oldest First
Hi Adrian,
We use Activity Date to cover both Join Date and status change dates. Once you indicate how to determine whether a membership is new or pre-existing, IOM will apply the date to the correct field (such as Join Date or Renewal Date).
Hope this helps!
Amanda Tetanich, bCRE
Associate Product Manager | Omatic Software
We use Activity Date to cover both Join Date and status change dates. Once you indicate how to determine whether a membership is new or pre-existing, IOM will apply the date to the correct field (such as Join Date or Renewal Date).
Hope this helps!
Amanda Tetanich, bCRE
Associate Product Manager | Omatic Software
Thank you, Amanda! That worked!
Help Desk Software
by Freshdesk Support Desk
Adrian Aleman
Where is the Join Date field when mapping to RE's fields? Can't seem to locate it.
Snipshot of what I see when trying to map/find the Join Date. ImportOMatic needs this field in order to create the new membership record:
https://s26.postimg.org/85f9wq6qx/missing_field.png
Any ideas? Thanks in advance!