Membership Data Import Processes

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract¶

Membership data import processes, including file formats, validation rules, and error handling procedures

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Historical memberships import directly into membership_c object - keeps all membership data in one place
Only last 4 years of order data imported to Salesforce; memberships go back to ~1998 in Aptify
Import historical memberships WITHOUT order, subscription, or order_product relationships (fields not required)
Core required fields for membership import: membership type, start date, end date, status
Status must be "Expired" for historical imports - all active memberships already imported with orders
Before import: Have I2C update or disable the flow that validates membership relationships
Verify I2C's continuous_member_since and initial_join_date logic handles memberships without associated orders
Teams to involve: Membership team, Governance team (awards/scholarships), Data Migration team (Matt, McKenna)
Finance team NOT required - no order data involved in historical membership import
Check SF_Import_Orders table - if membership already exists there, don't re-import
New membership types may need to be added in Salesforce staging before import
Consider impact on governance applications that check continuous_member_since and initial_join_date values

0:47 "explain what that means because I know not everyone has been involved in the the"
7:52 "which it should never be for the?"
11:28 "bring in the historical records, so it is being it is important, Matt."
14:55 "Exists in the SF import orders, then you shouldn't import it."
16:58 "so this needs to be added in Salesforce. You remember you can do this in staging,"
22:35 "because of the way it works right now. The you know,"
24:58 "seen so far come out of the I2C code just because of all of these different"
26:12 "You'd never do this in any kind of SQL database that I've ever seen."

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