Add member

  • Resolved blackbirdandthehun

    (@blackbirdandthehun)


    4 years, 3 months ago

    Sorry I accidentally posted this in the wrong forum (front end submit). my brain is fried with all this and I need it to work ASAP!!

    So I have been slowly plugging away and now at a road block in the add member section. I have tried multiple times to upload the .csv file using the support page. All information in this file is correct so I do not know what the problem is. It will start to upload and then it flashes membership options briefly (even though these are in my file) and then says no data available!!

    Example of file
    “lastname”,”firstname”,”Email”,”Phone”,”address1″,”address2″,”city”,”state”,”zip”,”country”,”massmail”,”Membership”,”status”,”status_automatic”,”paid”,”start_date”,”end_date”,”creation_date”
    “Horgkety”,”Sophy”,”Sophy@doosy.com”,””,””,””,””,””,””,””,”0″,”Group Annual Membership”,”active”,”1″,”1″,”1/07/21″,”1/07/22″,”22/01/22″

    I am beyond frustrated as I don’t know why it isn’t working.
    So I then go to manually enter people on the membership page and click add member. I input all the information and there is no submit button to finish this??

    I managed to add all the people but I can not transfer this across to any membership at all.

    I am basically needing this to work our we are rebuilding our website and I have all the member information so do not need people to sign up.

    Please help!!

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author Franky

    (@liedekef)

    4 years, 3 months ago

    In your example you’re mixing several style of quotes. I don’t know if that is because you don’t indicate it as code, but make sure you only use straight quotes, not slanted ones.
    Next to that, your date format is not as required, it should be YYYY-MM-DD format.
    This should work

    "lastname","firstname","Email","Phone","address1","address2","city","state","zip","country","massmail","Membership","status","status_automatic","paid","start_date","end_date","creation_date"
"Horgkety","Sophy","Sophy@doosy.com","","","","","","","","0","Group Annual Membership","active","1","1","2021-01-07","2022-01-07","2022-01-22"
    Thread Starter blackbirdandthehun

    (@blackbirdandthehun)

    4 years, 3 months ago

    Thanks for the reply Franky
    1) So I discovered when it exported in excel to .csv it was changing the quotes to be smart quotes (I was checking this but it seems some get past!) I have now tried again with straight quotes and the dates correct format YYY-MM-DD (also it kept changing the date format even when I had changed cells to be text!! So I made a custom field and it was fine).
    Still wasn’t working so I have now pulled it down to basics.

    “lastname”,”firstname”,”email”
    “Horgetly”,”Sophy”,”Sophy@doosy.com”

    Still not working!

    So I go to the other option which is add member button….

    2) I can’t enter them manually with the add member section.
    The page has Send mail to new member?
    Membership (which is greyed out as one of my membership options)
    Start and end date boxes
    Members status calculated automatically
    Member status is pending??? grey drop down which I can’t select. I am trying to add them as a member so I would have thought this is something I can do in here.
    Member paid
    last payment received.

    I can edit all the above except the member status which is locked as pending?
    It has a part to find people but there is no submit option.

    I have a screen shot of this page but can’t seem to post it in the forum.

    This there is no way for me to manually add people later on when we have new members join (we are not using the join front end component as we have a specific membership form for the association). I have linked all my WP users with the EME “people”

    How do you add members manually I have looked on your seperate website with the instruction manual but it doesn’t indicate this.

    I have entered the people in the people section but I can’t seem to make them members!

    Thank you for your help. My Brain is still fried with this. Was just thinking I have a membership portal with another plugin, could there be a conflicting issue? Do I even need this WP membership sign in option plugin? (Simple WP Membership: SO I may not even need this with EME, We just want a members only section for our paid members on the website which has the events calendar and assn documents info for only them. the rest of it is for public access.)
    Still trying to get my head around it as I have been dumped into it in the deep end as our last web person just decided they had had enough and dropped it all! I have a friend who can sort of assist.

    Thank you

    Plugin Author Franky

    (@liedekef)

    4 years, 3 months ago

    The example I gave back works just fine to import. I can’t help you to generate a CSV file with correct quotes though, but: libreoffice can help you (it messes around less than Excel).
    Also, as indicated in the doc on how to import members, there are 5 fields required: “lastname”,”firstname”,”email”,”membership” and “start_date”. If those are not present, nothing will happen. But they were present in your initial example, so your data was ok.

    When adding a member manually, the initial state is “pending”. If you want to change that off the bat, change “Member status calculated automatically” to “no”, set the state to what you want and then change it back tio “yes”. Maybe I should leave that field changeable all the time (I forgot why I linked those 2 fields together in the first place) … something I’ll change for the next version.
    The part where you can search for an existing person is autocomplete, so just start typing a person name where it says “Start typing a name” and it should find the person of choice.

    Thread Starter blackbirdandthehun

    (@blackbirdandthehun)

    4 years, 3 months ago

    Thank you Franky I will still battle with my .csv file I have all the quotes straight all info correct so will keep working out the how to get it to import.

    I am also working on the manual adding, which I will do for individual members when they join later on. As we in general don’t have an influx of more than a couple at any one time so will need to enter manually.

    The manual add member doesn’t have any submit button or anything.

    I can select my wp user/people but there is nothing to then keep them in there to submit them as a member to EME? Have I missed something?
    Thanks

    Thread Starter blackbirdandthehun

    (@blackbirdandthehun)

    4 years, 3 months ago

    Oh and I have done what you suggested regarding the add member page to change the member status to “yes” and “active” but it doesn’t save it so when I go back to the member page there are no members!
    Thanks

    Thread Starter blackbirdandthehun

    (@blackbirdandthehun)

    4 years, 3 months ago

    OK so I finally managed a work around.
    I created the most dodgy membership joining form (which we wont use) that has family name, first name and email and submit button.

    Once I managed to add myself as a member the whole add members from the people I have already entered worked!!
    Go figure!!

Viewing 6 replies - 1 through 6 (of 6 total)

The topic ‘Add member’ is closed to new replies.