Can I import PTA/PTO membership information?
Yes, you can use the Import feature to import membership information.
Your import file, like all import files, must be in Tab-delimited format. To create this, in Excel, do Save As, then select Tab Delimited (TXT) as the file type.
The file must contain the following fields:
full_name (or first_name and last_name): The name of the member
total_paid: The amount the paid for the membership. If an additional donation was included when the person paid their dues, add that to the dues amount. This will help you track both dues and any related donations
joined_date: The date the person paid their dues. This must be in yyyy-mm-dd format. In Excel, you will need to format the column to use this format.
paid_by: This can be check, cash, PayPal, etc, or Unknown.