Manual account creation

Discussion in 'Pre-Sales Questions' started by shotoshi, Sep 20, 2010.

  1. shotoshi

    shotoshi Member

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    Nov 28, 2008
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    We are about to take the plunge and buy aMember as it will do the job perfectly for us.

    But, up until now all of our 125 subscriptions have been done manually, i.e. we have not used an automated script to manage them.

    It will be difficult getting people to sign up, even though they're paid, so I am thinking we should manually create their accounts on our new aMember system.

    What is the procedure for this? Are there any drawbacks etc?
  2. jackgordon

    jackgordon Member

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    It is easy enough to do. You can put all of their data into a spreadsheet and import them at one time.
  3. shotoshi

    shotoshi Member

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    Thank you, Jack.

    Presumably we would have to map our spreadsheet columns to exactly match the fields in aMember?
  4. jackgordon

    jackgordon Member

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    I don't remember exactly how it worked when I did it, but I do remember it was pretty simple.
  5. alex

    alex Administrator Staff Member

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    Just use aMember CP -> Import function. It asks you to upload CSV file - it can be created from Excel spreadsheet.
  6. shotoshi

    shotoshi Member

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    OK, thanks. I've been reading your manual about the Import function:

    http://manual.amember.com/Using_Import

    When you say 'define where fields are in the import file', what does this mean? Does it mean I should create the spreadsheet first and name the columns to match the fields in aMember?

    I guess the safety mechanism in Step 3 of the process will allow me to check if the 20 records match the fields before continuing. If not then I can amend the source file accordingly.
  7. skippybosco

    skippybosco CGI-Central Partner Staff Member

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    @shotoshi: Easiest way to do this is to create one user manually in aMember, then do an export to a csv file. You can use that csv file as a template.
  8. shotoshi

    shotoshi Member

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    @skippybosco: Thank you very much for this, much appreciated!

    Of course! If there's an import function there must be an export function - why didn't I think of that ;-)

    I'm more confident about buying and using aMember now.
  9. jackgordon

    jackgordon Member

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    THAT was how I did it. And it worked well.
  10. alex

    alex Administrator Staff Member

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    In fact, there is no need to export anything.
    Excel file (source for your CSV file) must have the following columns:
    E-Mail address
    Customer name
    Username (optional - amember can generate it)
    Password (optional - amember can generate it)
    --
    optionally you may add payment information regarding customers:
    Payment System
    Receipt #
    Amount paid
    Subscription start date (payment date)
    Subscription end date (may be fixed or lifetime)

    I recommend you to just create text file as follows in notepad:
    PHP:
    you@youremail.com;Test Customer
    second
    @secondemail.com;Second Customer
    save it to disk as test-import.csv, then run aMember Cp -> Import to see how it all happens. I hope then will be no questions.

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