Start a new topic

Recurring Gift Memberships

Hello,

 

I am struggling to create an import for our Standing Order memberships.

 

I am importing the payments on fine, however the actual membership is not getting linked and not rolling forward. Is there a guide or link that shows what fields need to be used to add their payments and push their membership forward a year linking payment to membership?

 

Any help is welcome

 

Thanks 

 

Steve

1 Comment

Hi Steve,

Here is a link to a section of our user guide that details step by step the process of importing memberships and gifts for those memberships. https://omatic-importomatic.helpdocsonline.com/import-gifts-of-membership

Thanks,

John
Login or Signup to post a comment