Importing members and monthly donors with recurring payments

It is not possible to transfer an active payment directly into Zeffy to have it renew automatically. You must stop their recurring membership or gift and invite them to start it again in Zeffy.

If you have existing members and monthly donors with active recurring payments in another software and you want to transfer them to continue renewing in Zeffy, follow these steps:

1. Fill out Zeffy's Payment import template - click here to view the import template and instructions. You must use the template we provide to complete the import.
   All contacts included on a Payment import template will also be added into Zeffy, so you do not need to complete a contact import.

   1. When you import payments with type "membership" or "abonnement", Zeffy automatically creates a membership form with membership tickets. In the Form Title column, use the same form name to group your members together. This will allow you to filter them in Zeffy later.

   2. Use the Expiration date column in the import template to set each member's renewal date. Enter the annual renewal date in dd/MM/yyyy format. If you leave this column blank, the expiration date will default to 1 year from the import date. This allows you to filter and follow up with members before their renewal is due.

   3. When importing members, Zeffy automatically generates a membership card (PDF) for each imported member. You can access and download these cards from the payment drawer when viewing any imported membership payment.

2. Once they have been uploaded into the platform, you can email them to share your membership or monthly donation form with them to invite them to renew their payment on a Zeffy form.
   For more information on how to send emails to specific people or groups of contacts in Zeffy, please refer to Send emails to contacts.