Setting Up a New Next9 Installation
Format your existing membership records to match the layout of this spreadsheet.
Next9 designates all contacts as one of the following:
- Primary Member. Any individual member or group membership lead. This is the person who receives membership renewal notices. Primary Members are designated with a 1 under colummn B, Primary.
- Member. A member of a group who is not the primary member. These do not receive membership renewal notices or print newsletters, if appropriate. Each individual should be listed separately. Do not include a First Name field such as "Jane and John."
- Non-Member. Someone who is not a member, but who has participated in an event, or who is on your email list. For purposes of Next9, Non-Members should be listed as Primary Members in column B, and their Membership Type should be listed as Non-Member in column S.
Group Name. All contacts must have a Group Name in column A. This is used to connect Primary Members with Members who are not primary. So, for example, family members Brenda and John Jones would both have the Group Name JonesB. There must be one Primary Member for each group.
Member Number. If you do not provide a member number, we will generate one during the import process.
Attributes and Custom Fields
There are two types of special data that may be imported. These types of data both allow entry of data not part of Next9, but they are slightly different.
|Import type||Field type||Header (row 1 of spreadsheet)||Can be edited by||Searchable?|
|Attribute||Yes/no only||Name of field||Administrators only||Searchable in Next9 reports|
|Custom field||Yes/no, text||Name of field preceded by cf:||Users and administrators||Not searchable|
Specify the import type in the header row with the field name.
- Custom fields should be preceded with cf: as in this example -- cf:Job Title
- Attributes should only have the field name, as in this example -- Speaker
These may be added in columns W through AF (maximum of 10). In yes/no fields, enter 1 for yes, and 0 for no.
CHCS is happy to answer any questions you may have about this. Please feel free to email your draft spreadsheet to your CHCS contact for review.
Sign up for credit card processor Stripe.
1. Sign up for an account at https://dashboard.stripe.com/register
2. Provide your bank account info for deposits. You will be prompted to do this when you log in.
3. Ask for the nonprofit rate if you are a 501(c)(3). Reach out to Stripe at [email protected] They’ll need the following information to update the pricing on your account:
- Your EIN
- A determination letter stating that you’re a 501(c)3 organization
- The email address associated with your Stripe account
4. Add CHCS to your Stripe account as a developer. From the Stripe Dashboard, go to Settings, Business Settings, Team and Security, Team. Click New Member, and add hamilton _at_ chcs.com as a Developer, then click the Invite button.
(Optional) Set up ACH Bank Transfers
The Plaid service lets your users connect their bank account to Stripe to make one-time or recurring donations. See details here. ACH transaction fees are significantly lower than credit card fees.
Start by creating a Plaid account here.