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CW Imports - Data needed from Client to Import

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    Account Type:

    Choose one of the following options for import

    1. Account Type From Category in CW: Account Types will be created and assigned based on a CW Category of customers choice. All accounts not assigned to one of the designated Categories in CW will import to SC with an Account Type of “Other” (can be renamed or merged by admins post-import). Please provide screenshot of which Category should be used

    Account_Type_From_Category_in_CW.png

    2. Account Type From Membership Type in CW: Accounts Types will me set based on the membership type listed in CW on the account. All accounts not assigned to a Membership Type in CW will import to SC with an Account Type of “Other” (can be renamed or merged by admins post-import).

    Account_Type_From_Membership_Type_in_CW.png

    3. Default Account Types: Account Types will be set as either Member, Non-Member, or Resigned account types based on families status in CW (default)

    • If CW Inactive is checked then will appear as resigned in SC

    • If CW Inactive is not checked and Synagogue Member is checked then will appear as Member in SC

    • If CW Inactive is not checked and Synagogue Member is not checked then will appear as Non-Member in Shulcloud. HOWEVER, if the Primary Contact has a Resign Date more recent then the join date listed, then this will override and account will be marked as Resigned in SC

    Default_Account_Types.png

     

    Account Billing:

    Choose one of the following options for import

    1. Billing Type From Category in CW: Account Billing Types will be created and assigned based on a CW Category of customers choice. Please provide screenshot of which Category should be used

    Billing_Type_From_Category_in_CW.png

    2. Billing Type From Membership Type in CW: Accounts Billing Types will be set based on the membership type listed in CW on the account

    Billing_Type_From_Membership_Type_in_CW.png

    3. Default Billing Types: Account Billing Types will be created based on records in CW Billing table, and assigned to accounts based on the Billing Type field for each family in CW (default)

    Default_Billing_Types.png

     

    Seating (optional):

    If importing seating, provide the years of seating that needs to be brought into SC

    Seating.png

    School (if school module is included in their package):

    If importing schools, provide a list or screenshot of all Categories that should be created as terms in SC;

    School.png

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