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We have a unique organization (large homeschool coop) that has various oddball requirements for membership types, durations, payments, etc.

I think I'm going to be using Pledges to solve some of our woes, and am wondering if it is possible to do a batch entry of NEW pledges. I see that you can do a batch entry of pledge payments, but can I do something like this?

Search for memberships with a certain status.

Take search results and create a new pledge for those people and set the details like Campaign associated with it, total pledge amount, pledge status?, and monthly payment plan.

Thanks!

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If you export your search results to a CSV, you can then import them as pledges with the API csv Import GUI extension. Setting up the columns correctly for the import will presumably take a little trial and error.

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    Thank you so much for the help. Will take a look at that extension!
    – Cynthia Woodard
    Dec 19, 2015 at 19:45

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