The data conversion process is not difficult as long as you can provide the following information in some type of electronic format.

General Member Data*

• Business Name:
• Category: (e.g. Butcher, Baker, Candlestick Maker)
• Contact First Name:
• Contact Last Name:
• Phone:
• Fax:
• Address:
• City:
• State:
• ZIP:
• Website URL:
• Email:

* Any other fields that you would like to retain may be added and we will set the system to accommodate them.

Member Plans

The Chamber Organizer handles member billing by assigning each member to a "member type" (Standard Plan, General Member, Honorary, 1-30 employees, etc.).

Each member plan is associated with a particular dues amount. We need to know what these plans are and how to convert from your existing data to map each member to their appropriate member plan.

Billing Data

During conversion, we set up an initial set of invoices and payments, so that the Chamber Organizer reflects the current payment status of your members. To do this the data you supply must include information that will allow us to determine:

1. Dates of the member's current term of membership
2. Payment status

To do this, we will need as much information as you can supply using data fields you may have such as:

• Anniversary date
• Expiration Date
• Date of last payment
• Current balance due
• Number of Employees
• Paid indicator (Y/N)

The Chamber Nation system supports integration with the online edition of QuickBooks. The online edition is required to provided a direct connection between to the Chamber Nation© and QuickBooks® server arrays.

The benefits to the Chamber are significant:

• Everything is now 100% online
• Everything is backed up automatically
• Everything is upgraded automatically
• Everything is immediately accessible via the Internet
• Everything is now available through a Smart-Phone

With Chamber Nation© and Quickbooks® Online the Chamber information is always available in you pocket or on your home computer. No more files here or there or somewhere!

FILE SUBMITTED TO ENGINEERING FOR CONVERSION


This is how the data conversion works:

1. Member data inspection - We inspect initial file to verify that it includes everything we need.

2. Member data conversion - If engineering has problems at this point, we work with the client to make changes to data or get improved data.

3. Inspection of converted member data - Client looks at data to see if anything seems missing or erroneous. This frequently catches errors, whether engineering errors or in the data that was sent to us. (If there are errors, go back to 2)

4. Client manual correction of member data - If there are items that we cannot convert/correct (bad data that would be easier to cleanup post conversion), this is done at this point.

5. Creation of invoice/payment records.

6. Client inspects billing reports to verify that it matches the client’s records. (If errors, back to 5)

7. Client manual correction of billing data - If there are items that we cannot convert/correct, that is corrected now.



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