Updating memberships by bulk data entry
You may run a membership organization that takes membership payments offline.
For example, in the UK, many organizations process membership payments using the Direct Debit payment system. Entering these payments is time-consuming, and hitherto has required custom import scripts for large sets of payments.
How to do it…
In this recipe, we will use a new batch entry system that enables you to automate membership payments.
First, you will need to prepare your data for entry. You will need the contact name and the amount paid. You also need to know how many entries you are going to make and the total payment amount.
Navigate to Memberships | Bulk Data Entry and create a new bulk data entry batch.
Name the batch.
Set the Number of items field to the number of entries you are going to make.
Set the Total Amount field to the total amount of money being paid.
Save the batch.
How it works…
As you enter the data into each row, CiviCRM checks the membership details for...
