Import Membership Applications (Import File to Process)

Screen ID:  n/a View full-size screen
Screen Title: Message Detail
Panel ID: 5596
Tool Number: 13
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Access this screen by selecting a message in Import Membership Apps on the Work with Member Online Banking Requests screen.

Screen Overview

Fill in the following screen as follows:

  • Enter MBRIMPORT in the File to import field.

  • The Reference is a required field. Enter something that will help track the records in this upload. This will be recorded in Reference field in the application. Once the membership is created this is populated in the OLDACT field in the MASTER file.

  • Use the lookup to select a Dept/Sponsor. This is used when the membership is created. It is a required field.

Use Import to advance to the next screen.

Related Resources

Learn more in the "Importing a List of Prospective Member Names into the Pending Membership Database" booklet.

Approving a Membership Application

Deleting a Membership Application

Viewing Credit Information for Membership Applications

View more member-facing online banking videos!

View more membership application-processing videos.

Becoming a Member Online