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Data Conversion Guidelines:
In order to convert your organization’s data for use in the Membership Management System (aka. Chamber Organizer), there are several pieces of data that will be required. (CLICK HERE TO DOWNLOAD SPREADSHEET TEMPLATE)
General Member Data
Business Name
Category (Butcher, Baker, Candlestick Maker)
Contact First Name
Contact Last Name
Phone
Fax
Address
City
State
ZIP
Website URL
* Any other fields that you would like to retain
Member Plan
The Chamber Organizer handles member billing by assigning each member to a member type (Standard Plan, General Member, Honorary, 1-30 employees, etc.). Each member plan is associated with a particular dues amount. We need to know what these plans are and how to convert from your existing data to map each member to their appropriate member plan.
Member Plan
Billing Data
During conversion, we set up an initial set of invoices and payments, such that the Chamber Organizer reflects the current payment status of your members. To do this the data you supply must include information that allows us to figure out-
1. Dates of their current term of membership
2. Payment status
To do this, we will need as much information as you can supply using data fields you may have such as:
Anniversary date
Expiration Date
Date of last payment
Current balance due
Number of Employees
Paid indicator (Y/N)
