Membership export with constituent IDs

Margaret Argyelan · July 2015

I need to do an export of membership data which lists the member and then all of the joint members included in that membership with the constituent codes of those members. (fyi - at our organization sometimes a member has 30 joint members)

Initially I created an export in memberships listing the constituent and then basically exporting relationship information so as to get the constituent code for the joint members. The problem with this is that if a member has two different types of memberships I then get two lines of data (one for each membership) but the relationships for both memberships are in both lines. I would like either two lines of data with membership information only about that membership or one line of data with information about both memberships. Currently I have two lines of data with information about both memberships.

An extreme fix would be to take the “type” field in the membership card and enter the constituent ID and then I could do a simple export of membership and then just list card member name and type which would be the constituent ID

(I could also manually delete the duplicate lines - but as I have to continually do this export as I am updating a website, I fear the manual delete would get tiresome over time)

Any advice would be greatly appreciated.

John Heizer · July 2015

Unfortunately you're dealing with a one-to-many-to-many situation that would require Access or Crystal Reports to correctly connect all the dots. There MAY be a way to connect the non-primary joint members together using the Membership ID instead of going through the Cards (where you can't get a Constituent ID out of the system), otherwise you might even have to resort to RODBA to link everything together. This is an interesting challenge.

Membership export with constituent IDs

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