Body: <p>I'm working with an organization that decided to change their membership types from fixed to rolling. The member data was imported from an outside source. I set up a membership type "Regular-F" to attach to those members who were imported. 
  To change to rolling memberships for NEW members, I set up a second membership type "Regular" that is a rolling membership based with a start-date of when the membership was taken and an end date 12 months later. 
  Here's the problem: when a member has a membership of Regular-F and renews using the online form, the membership type of Regular-F is retained. I can manually change to Regular by editing the membership record, but I'd like to have a Regular-F membership automatically change to Regular upon renewal. 
  Is it possible? What happens if I disable the membership type Regular-F?
  Is a batch change feasible?
  thanks, 
  Kate </p>
  
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-01-13T18:28:32.220Z
Comments.Text: How many memberships are we talking? You could do a batch update via profile to speed up the process of changing them over. I believe the 'membership import' gui uses membership type as a match field so I don't know that importing that way would work.
Comments.UserDisplayName: Eli Lisseck
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-01-13T21:12:22.780Z
Comments.Text: There are several hundred that would need to be changed and I tried a batch update, but was unable to construct a profile that contains and ID, name, email, membership type and membership status since these fields come from different types - contacts, individuals, membership, etc.  Any other thoughts? Thanks.
Comments.UserDisplayName: GrannyKat
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-01-13T21:27:42.200Z
Comments.Text: My thought was that you could create a profile that was only the "membership type" field, and search up the memberships you need to change (something like search for memberships of regular-f type). You can batch update via profile 100 at a time, it would be faster because you can just hit "tab tab f" or something like that a bunch of times to change the types when they're all in one list. Other information that isn't a "match to" category could be done by bulk import matching on the membership IDs.
Comments.UserDisplayName: Eli Lisseck
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2016-01-13T21:59:43.210Z
Comments.Text: That should work fine - if i want to make global changes from Regular-F to Regular. I'm not sure if the client wants to do that. I'll check but I don't see why not unless the change will affect the start/end dates for membership renewals.
Comments.UserDisplayName: GrannyKat
Tags: <civimember>
Title: Membership Type change from Fixed to Rolling
ThreadText: # Membership Type change from Fixed to Rolling
  
  (Asked by: username_0 on 2016-01-13)
  
  I'm working with an organization that decided to change their membership types from fixed to rolling. The member data was imported from an outside source. I set up a membership type "Regular-F" to attach to those members who were imported.
  To change to rolling memberships for NEW members, I set up a second membership type "Regular" that is a rolling membership based with a start-date of when the membership was taken and an end date 12 months later.
  Here's the problem: when a member has a membership of Regular-F and renews using the online form, the membership type of Regular-F is retained. I can manually change to Regular by editing the membership record, but I'd like to have a Regular-F membership automatically change to Regular upon renewal.
  Is it possible? What happens if I disable the membership type Regular-F?
  Is a batch change feasible?
  thanks,
  Kate
  
  **Tags:** civimember
  
  > **Comments:**
  > **username_1**: How many memberships are we talking? You could do a batch update via profile to speed up the process of changing them over. I believe the 'membership import' gui uses membership type as a match field so I don't know that importing that way would work.  
  > **username_0**: There are several hundred that would need to be changed and I tried a batch update, but was unable to construct a profile that contains and ID, name, email, membership type and membership status since these fields come from different types - contacts, individuals, membership, etc.  Any other thoughts? Thanks.  
  > **username_1**: My thought was that you could create a profile that was only the "membership type" field, and search up the memberships you need to change (something like search for memberships of regular-f type). You can batch update via profile 100 at a time, it would be faster because you can just hit "tab tab f" or something like that a bunch of times to change the types when they're all in one list. Other information that isn't a "match to" category could be done by bulk import matching on the membership IDs.  
  > **username_0**: That should work fine - if i want to make global changes from Regular-F to Regular. I'm not sure if the client wants to do that. I'll check but I don't see why not unless the change will affect the start/end dates for membership renewals.  
  
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  ## 0 answers
  
  