How to Verify Imported Contact Data

This article will guide you through double-checking a contact record that you have imported into Member365. We recommend repeating this process for multiple contacts, ideally from multiple membership categories and/or multiple geographical locations.


Verifying Name and Organization Details


Begin by double-checking the member’s basic information: title, first name, middle name, last name, and prefix. Then move on to the organization details: job title, organization name, email address, work phone, language, and gender.


Verifying Contact Details


Double-check that the address and phone number for this member are accurate; be sure to check the details of each address, accessible through the tabs indicated by the arrows.


Verifying Membership Details


Finally, check the Membership/Subscription Summary to the right: verify the fee category, status, renewal, and inception dates for each respective membership type.


Was this article helpful?
1 out of 1 found this helpful



Please sign in to leave a comment.