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- 1. Import all contacts from a spreadsheet, taking care to not create duplicates and update any contact records we already have in the database. Probably best to tag these records to make them easily findable.
- 2. Search for these same folks as memberships, export any memberships that already exist with the membership ID (not contact ID).
- 3. Update spreadsheet to include membership ID—this is the only way Civi will update an existing membership in the system, otherwise it will just add a new membership which we don't want.
- 4. Import memberships in two parts: part 1 to update existing memberships and part 2 to add any new memberships.
- 5. Search again for all memberships, this time we should find every person on the spreadsheet. Export memberships again, making sure to include the membership ID (not the contact ID)
- 6. Update the spreadsheet to include the membership ID as a field on each contribution.
- 7. Import all the contributions, include the membership ID in an existing or custom field.
- 8. Run a script (custom development) that pairs each contribution based on the membership ID and the same value stored in a field on the contribution.
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