Answers.Body: <p>We've done this sort of thing in our Direct Debit extensions. From memory if there is a recurring record and the membership is set to auto renew then it works fine i.e. renews the membership as needed. If you are a techie you could take a look at the code.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-02-03T00:07:52.337Z
Answers.Text: https://civicrm.stackexchange.com/users/271/parvez-saleh, am I right in reading that these extensions relate to use of Smart Direct Debit. I'm looking to for something that goes from a bank statement mainly for Standing Orders, so I don't this would be a solution for me.
Answers.UserDisplayName: Mick Kahn
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Answers.CreationDate: 2015-04-10T14:05:33.160Z
Answers.Text: Could you provide a link and a few more details to improve this answer?
Answers.UserDisplayName: Coleman
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Answers.CreationDate: 2015-04-10T13:29:31.410Z
Answers.LastActivityDate: 2015-04-10T13:29:31.410Z
Answers.UserDisplayName: Parvez Saleh
Answers.Body: <p>What I have done for similair puprose is to create a custom extension witch a scheduled job which runs daily and renews all memberships which should be renewed on that day. </p>
  
  <p>See for an example: <a href="https://github.com/SPnl/nl.sp.renewmembership" rel="nofollow">https://github.com/SPnl/nl.sp.renewmembership</a> this example contains a bit more organisational specific logic.</p>
  
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Answers.CreationDate: 2015-04-10T17:48:32.653Z
Answers.LastActivityDate: 2015-04-10T17:48:32.653Z
Answers.UserDisplayName: Jaap Jansma - CiviCooP
Answers.Body: <p>It may be worth noting that the fuzion <a href="https://github.com/eileenmcnaughton/nz.co.fuzion.csvimport/blob/master/README" rel="nofollow noreferrer">csv GUI import to API extension</a> opens up many new doors for importing via the UI that were previously not available so worth considering as an option.</p>
  
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Answers.CreationDate: 2017-03-10T01:06:06.947Z
Answers.LastActivityDate: 2017-03-10T01:06:06.947Z
Answers.UserDisplayName: petednz - fuzion
Answers.Body: <p>I have exactly the same issue as Dave Smith with regular bank payments via the bank. They are standing orders not direct debits so Parvez Saleh's answer doesn't help. The way I think I will do it for now, is to use the contribution imports and give each batch a source such as "Bank Feb 2019". Then I can do an advanced search on memberships matching contributions with this source and use a profile to bulk update the membership end dates.</p>
  
  <p>This means a lot less typing and risk of errors than typing everything into a contribution/membership batch, but is far from perfect. What I would really like is the ability to upload a contribution/membership batch. Whilst I expect much of the code already exists to do contribution upload and batch processing, the data checking would be quite complicated and its beyond my competence to produce this.</p>
  
  <p>Dave - what solution did you find?</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-10-26T17:36:12.140Z
Answers.Text: Just to update that I have now had a chance to try out my solution to this problem and it works quite well. I also realise that there are always quite a few special cases to be dealt with, so fully automating it would require a lot of coding to do the checking. It will certainly do for now
Answers.UserDisplayName: Mick Kahn
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2019-03-10T14:03:35.047Z
Answers.LastActivityDate: 2019-03-10T14:58:10.433Z
Answers.LastEditDate: 2019-03-10T14:58:10.433Z
Answers.UserDisplayName: Mick Kahn
Body: <p>We are a trade union with several hundred members paying their dues on a monthly basis. They pay via their bank or through check-off from their employer. We have to keep their contributions and membership status up to date.</p>
  
  <p>We have membership status rules set up so that we know who is a financial member and who has lapsed.</p>
  
  <p><strong>My question is this:</strong> <strong><em>how to bulk import contributions in a way that will automatically renew the membership?</em></strong> </p>
  
  <p>Batch data entry seems to achieve this - but it requires putting in the names one at a time.</p>
  
  <p>Importing a <em>csv</em> file enables bulk import of contributions, but does not seem to automatically renew membership.</p>
  
  <p>Using profiles does not seem to renew membership either.</p>
  
  <p>So ... suggestions would be much appreciated.</p>
  
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2019-02-03T00:11:08.750Z
Comments.Text: Dave - did you find a solution. I am trying to do the same with monthly standing orders from a bank statement and I don't think any of the solutions suggested below are going to work for me.
Comments.UserDisplayName: Mick Kahn
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2019-03-10T18:56:41.930Z
Comments.Text: I would check if https://civicrm.org/extensions/api-csv-import-gui can help, or be extended to help
Comments.UserDisplayName: petednz - fuzion
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2015-04-10T23:10:52.573Z
Comments.Text: What CMS is this on? I am asking because I was thinking through what CiviEntities and Views Bulk Operations could offer, since it would allow for bulk updates of eg Membership Status ID and End Date. I doubt it will answer your needs but a useful exercise in exploring more of what we can do via VBO now ;-)
Comments.UserDisplayName: petednz - fuzion
Tags: <contributions><civimember>
Title: How to bulk renew membership
ThreadText: # How to bulk renew membership
  
  (Asked by: username_0 on 2015-04-10)
  
  We are a trade union with several hundred members paying their dues on a monthly basis. They pay via their bank or through check-off from their employer. We have to keep their contributions and membership status up to date.
  
  We have membership status rules set up so that we know who is a financial member and who has lapsed.
  
  **My question is this:** ***how to bulk import contributions in a way that will automatically renew the membership?***
  
  Batch data entry seems to achieve this - but it requires putting in the names one at a time.
  
  Importing a *csv* file enables bulk import of contributions, but does not seem to automatically renew membership.
  
  Using profiles does not seem to renew membership either.
  
  So ... suggestions would be much appreciated.
  
  **Tags:** contributions, civimember
  
  > **Comments:**
  > **username_2**: What CMS is this on? I am asking because I was thinking through what CiviEntities and Views Bulk Operations could offer, since it would allow for bulk updates of eg Membership Status ID and End Date. I doubt it will answer your needs but a useful exercise in exploring more of what we can do via VBO now ;-)  
  > **username_1**: Dave - did you find a solution. I am trying to do the same with monthly standing orders from a bank statement and I don't think any of the solutions suggested below are going to work for me.  
  > **username_2**: I would check if https://civicrm.org/extensions/api-csv-import-gui can help, or be extended to help  
  
  ---
  
  ## 4 answers
  
  ### Answer by username_3 on 2015-04-10. Score: 5
  
  We've done this sort of thing in our Direct Debit extensions. From memory if there is a recurring record and the membership is set to auto renew then it works fine i.e. renews the membership as needed. If you are a techie you could take a look at the code.
  
  > **Comments:**
  > **username_4**: Could you provide a link and a few more details to improve this answer?  
  > **username_1**: https://civicrm.stackexchange.com/users/271/parvez-saleh, am I right in reading that these extensions relate to use of Smart Direct Debit. I'm looking to for something that goes from a bank statement mainly for Standing Orders, so I don't this would be a solution for me.  
  
  ---
  
  ### Answer by username_5 on 2015-04-10. Score: 2
  
  What I have done for similair puprose is to create a custom extension witch a scheduled job which runs daily and renews all memberships which should be renewed on that day.
  
  See for an example: <https://github.com/SPnl/nl.sp.renewmembership> this example contains a bit more organisational specific logic.
  
  
  ---
  
  ### Answer by username_2 on 2017-03-10. Score: 1
  
  It may be worth noting that the fuzion [csv GUI import to API extension](https://github.com/eileenmcnaughton/nz.co.fuzion.csvimport/blob/master/README) opens up many new doors for importing via the UI that were previously not available so worth considering as an option.
  
  
  ---
  
  ### Answer by username_1 on 2019-03-10. Score: 0
  
  I have exactly the same issue as username_0 with regular bank payments via the bank. They are standing orders not direct debits so username_3's answer doesn't help. The way I think I will do it for now, is to use the contribution imports and give each batch a source such as "Bank Feb 2019". Then I can do an advanced search on memberships matching contributions with this source and use a profile to bulk update the membership end dates.
  
  This means a lot less typing and risk of errors than typing everything into a contribution/membership batch, but is far from perfect. What I would really like is the ability to upload a contribution/membership batch. Whilst I expect much of the code already exists to do contribution upload and batch processing, the data checking would be quite complicated and its beyond my competence to produce this.
  
  Dave - what solution did you find?
  
  > **Comments:**
  > **username_1**: Just to update that I have now had a chance to try out my solution to this problem and it works quite well. I also realise that there are always quite a few special cases to be dealt with, so fully automating it would require a lot of coding to do the checking. It will certainly do for now  
  
  ---
  
  