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Importing Members

Importing Members

Owned by Julian Dicks
Last updated: 18 May 2020 by Lauren Sauerbier (Unlicensed)
3 min read

There are three ways to get your member and subscriber data into Karri.

  1. The fast way - DIY Import Wizard. This is the preferred way and if your data is well-formed, this can be done in minutes. The proviso though, is that the data needs to be in the right format.

  2. The slow way - Securely upload your member/subscriber data to Karri where the Karri Team will manipulate the data into the format required by the Wizard and start the import process for you. This is totally dependent on availability of Karri staff as well as the complexity of the data manipulation required.
    Disclaimer: Any mistakes, while rare, made during the manipulation are not the responsibility of Karri.

  3. Online Integration - We currently cater for two cloud-based school management systems: Staffroom & Edupac. If you use either of these, contact us and we can integrate directly and pull the information directly into the Import Wizard.

Full Import or Partial Import

The one question we ask when importing is whether the data represents your entire member base. The reason we ask is that with a full member import we present an extra step at the end of the process. This final step is a process where Karri has determined which of your members that you currently have are NOT in the file you uploaded and will present you with the opportunity to remove them from your membership base.

This is especially useful in yearly rollovers where numbers of new members join and old leave. This is typical in schools at school year-end, but is a general issue in organizations that maintain their numbers yearly.

Support File Formats

  • Karri Excel Format - a simple columnar format that matches members and subscribers on the single rows.

Karri Users are Unique! / All imports are MERGES

Karri tries its best to ensure that all users in Karri only have ONE record that links to them. To that end, we merge imported data into our central database. If you import a user, be it a member or subscriber, Karri checks to confirm they aren’t already a member in the system before adding them.

The data that is unique to your organization is kept separately and is always under your control.

The Fast Way - The Wizard

If you can get the data into a format we can process, this is the best option for you. This is accessed via the Import Members option in the Actions menu in the Member Manager.

Follow our comprehensive walk through guide Import Wizard.

If the menu option is not available, contact your friendly account manager to enable it.

The Slow Way

If you don’t mind the potential delays, and you would like Karri’s data team to get your data into the right format, then this option is for you. The menu option is just below the Wizard option mentioned above and it is named Secure Data Upload.

You can look at our Standard Template using the Download Standard Template button.

Select your file, add any notes you feel are relevant and upload it.

The Karri team will receive a notification immediately and the work will be queued and transformed when resources are available.

Once it has been transformed, the data will be uploaded via the Wizard.

If the data is issue free, the data will be imported and you will be informed that the import was completed and you can perform a few spot checks to confirm.

If, however, the data has issues which require knowledge of the actual organization and its member database, the import will stop and you will be informed and you can step through the wizard and make the necessary decisions to ensure the data ends up in the form you need it to.

Ensure your Profile contact details are correct so Karri can reach you during the process if there are questions or issues with the process.

 

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