Changing Memberships from Fixed to Rolling

If a site started with fixed memberships and want to change to rolling, the members' end dates will have to be changed along with the membership type settings.

  1. Download CiviMember data with start date from Jan 1 to end date Dec 31 of the current calendar year. Download CiviContribute data for the entire current calendar year. Save the files in Excel format.
  2. Sort both spreadsheets ascending by Contact ID.
  3. In CiviMember file, create a New Start Date column and use VLOOKUP to match the Contact ID to the one in CiviContribute. The column value should refer to the Receive Date for CiviContribute. Copy the formula to all cells in that column.
  4. In CiviMember file, create a New End Date column. The formula should take the New Start Date column and add 365 days.
  5. In CiviMember file, filter the Organization information and save it as a CSV file. Filter the Individual information and save it as a CSV file. Reapply the number formatting for the Member Since, Membership Start, Membership End dates in both spreadsheets.
  6. Import them as CiviMember updates. Import the Membership ID, Member Since, Membership Start, Membership End, and Membership Type.
  7. Change all membership types from Fixed to Rolling.

 

 

 

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