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  1. Import of historical financial transactions

    From a client message to tech support:

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    Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

    32 votes

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    18 comments  ·  Finances  ·  Admin →
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  2. Discount coupons for recurring payments

    I would like to see coupons that place a permanent discount on a recurring payment membership price.

    To be clear, I am not asking for a coupon that will only affect the cost of a recurring payment for a limited time. For example, normal price is $5.00 recurring monthly, but with coupon code the cost will be $4.00 recurring monthly for the duration of the membership.

    Coupon codes are a huge marketing tool and should be available also for a recurring payment only business like ours.

    Thank You

    23 votes

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    18 comments  ·  Finances  ·  Admin →
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