Introduction
This article will be helpful to those who use the Corporate customers module in the PGM. You will learn how to mass add Members to the Corporate customers module by use of the Migration tool. Mind that such Members are in fact your Corporate customer's Employees.
- This article will show you how to mass add members data to the Corporate customers module.
- This article is recommended to PG Champion, Administrator, Club Manager, Club Owner and every advanced PGM user who manages members data, Payment plans, Payments and Corporate customers.
Before you start
Make sure you are familiar with the general Payment plan set up. You will also need to know how to add Corporate customers in PGM and B2B Portal and how to set up Hybrid Payment Plans for Corporate customers.
Use Case Assumptions
In this case, the Membership fee is fully covered by the Corporate customer, so members do not need to worry about it.
For the purpose of this article, the Payment plan has been configured as follows:
Here, you will see how the Corporate customer's company has been set up:
Instruction
How to mass add Members by Migration tool in PGM?
1. Go to the PGM -> Settings -> Support tools
2. Select Migrations from the menu.
3. Download your accurate template document.
4. Fill in the document with the data and make sure you follow the rules indicated in the column description in the second sheet of the document.
If you find it confusing, see the below example.
This is how an exemplary document might look like:
5. When the document is ready, upload it.
6. Click on Validate file.
7. The validation result file will download, so you can see if there have been any errors made.
In this case, there is one missing value, which has to be corrected.
8. Enter the date you want your employees to start using the club from, i.e.: April 1st, 2022.
9. Repeat the validation process.
For the sake of clarity, remove the previous file with an error.
10. When the validation goes well, all column headers turn green.
As it happens, you can expect that your members/employees are correctly migrated.
11. Click on Migrate users and check if the users have appeared in the system.
12. You will see them in the Members list
13. They will also be included on the list of Company employees.
13. You should also get a confirmation that the contracts have been assigned to the members and that there are no fees to be paid by members.
That's it. You're done!
Hints
The scenario above is one of many possible.
Also, the values used here might vary depending on the desired business outcome. For instance:
- externaluserid and externalcontractid - these are are random values, but necessary to be in place for the file to be correctly working.
- Company field has to be filled with the Company name as the payment type chosen for this purpose is Company.
- Club number has to be an existing PGM club number.
- Membership can be confusing - it is the type of access rules attached to the payment plan.
- All others should be filled in as per your business requirements and guidelines included in the Column description sheet.