Create and update member records from membership purchases
Create and update member records from membership purchases
Your membership purchases arrive with unstructured details, causing onboarding and access provisioning to stall. Update member records automatically so coordinators can provision access the same day.
Overview
When membership purchases come in unstructured, coordinators spend time fixing records and access gets delayed. This workflow parses orders, populates or updates member records, and assigns member numbers automatically so new members are provisioned and reportable the same day.