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I have sent out membership fee by postal mail to contacts that are not members (i.e. they don't have a membership registered in CiviCRM). If the contacts have responded by paying, they are in fact members. The payments are automatically recorded using our bank importer.

So, I have a bunch of contacts who have payed their membership fee, but have no membership recorded. How do I create memberships other than manually one by one?

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My interpretation of your question is that the payments are already recorded in CiviCRM. I am also assuming you can have some way of searching for the contacts who have paid membership fees but have no membership. (If not, edit your question to make that clear and I will amend my answer accordingly).

Once you have obtained a list of the contributions (via an Advanced Search displaying results as contributions or a Find Contribution search) you should export the results. You will need at least the contact id, and probably the date of the payment (which I assume will become the start date for the membership).

Create a CSV for importing that contains at least the contact Id, the membership type and the membership start date (refer to the Import Membership section of http://book.civicrm.org/user/current/common-workflows/importing-data)

Import the membership file (Memberships > Import Memberships )

Note: this will create memberships for the contacts, but the memberships and the contributions will not be linked. That linking cannot be done via the GUI.

As a suggestion, next time it may be more efficient to send people the URL for an online membership page so that the membership is created at the time the payment is recorded.

  • You are correct in your assumptions, the contributions are already recorded, and I can locate them in a search. I will try your solution. Online page won't work, as this is an offline campaign... – Flying May 4 '15 at 11:23
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Did you try creating a membership batch for data entry? There is a bit about it here http://book.civicrm.org/user/current/contributions/accounting-integration/ but there is a lot of other accounting stuff in there too...

  • No, I didn't. Will look into that. But as I explain, the contributions are already recorded, it is only the membership that isn't. Thank's for your reply! – Flying May 4 '15 at 11:25

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