Import your members from a spreadsheet
Who can do this TreasurerSecond approving officer
Before you start
- Have your member list and balances, plus your control totals for shares, deposits and loans, from your old records.
Steps
- Open Imports (or Set-up → 7 Your members) and select Download the template (XLSX).
- Fill in the sheets (Members, Shares, Deposits, Loans, Schedules, Guarantees, Nominations) from your records.
- Upload the file and enter your control totals for shares, deposits and loans from your old records.
- Select Validate and fix every row listed, then upload again until there are no problems.
- Check Reconciliation: asserted, computed and variance must all agree.
- Run the Dry run; the Treasurer and a second officer each sign it. Then select Apply and confirm it’s you.
What happens next
Opening balances are posted for every member and historic loan schedules are kept exactly as given. Applying can’t be undone; later corrections are made by entries.
Common problems
"Guarantor LTC/0309 is not in this file. Every guarantor must be a member of this society"
Add the guarantor to the Members sheet, or remove the guarantee.
"Asserted deposits of 588,000,000.00 against computed 587,998,760.00; a migration that does not tie is not applied"
Find the difference in your file or your control total, fix it and upload again.
"A migration is applied after a signed dry-run diff, not before"
Run the dry run and get both signatures before applying.
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