Modules › Data Import
Import, reconcile, and load
any union data into eMembership
eMembership's Data Import module handles the full import lifecycle: file selection, format mapping, row-by-row reconciliation against existing records, and bulk translation rules that eliminate recurring manual corrections.
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Any
CSV or fixed-width file format
100%
Built for labor union workflows
20+
Years serving labor unions
Union Data Import
From employer file
From employer file
to clean data in three steps
Upload a remittance file, dues payment batch, or member update from any source. eMembership walks through selection, reconciliation, and bulk rule application before any data is committed.
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Any file format or source
Import from any employer, payroll company, or remittance source. eMembership supports CSV and legacy fixed-width formats, with customizable format templates built for specific payroll providers or recurring file types.
Intelligent member matching
eMembership matches each import row to existing records using name, employee number, or the last four digits of a Social Security number. Unmatched rows surface for manual reconciliation with integrated type-ahead lookup.
Bulk translation rules
Once a recurring discrepancy is resolved (a payroll company's spelling of a work site, for example), eMembership remembers the translation and applies it automatically to all future imports from that source.
Module Capabilities
Every part of the import
Every part of the import
workflow in one place
Data Import handles remittances, payment batches, member updates, and bulk data loads, all with built-in reconciliation and translation tools.
Customizable import formats
Build import format templates for specific employers, payroll companies, or remittance providers. Standard templates cover common layouts; custom formats handle sources with non-standard column structures or legacy fixed-width files.
Type-ahead member reconciliation
When an import row does not match an existing member automatically, staff use an integrated type-ahead lookup to search and match by name, member ID, or employer number directly in the reconciliation screen without leaving the workflow.
Persistent translation rules
Once a recurring discrepancy is resolved (such as a payroll company's non-standard spelling of a work site or job title), eMembership saves the translation and applies it to all future imports from that source automatically.
Remittance and payment batch imports
Process employer remittance files directly into the dues system. Batches are reconciled against member records before any amounts are posted, so discrepancies are caught at the import stage rather than discovered during reconciliation later.
New member add during import
When an import row contains a member not yet in the database, staff can add the new member record directly from the reconciliation screen. The new record is created and linked to the import row in one step.
Integrated with dues and member records
Imports connect directly to member records, chapter assignments, work site data, and the dues system. Data committed through the import workflow immediately updates the relevant records across eMembership without manual re-entry.
Questions about
union data import in eMembership
eMembership supports importing member records, employer remittances, dues payment batches, and bulk updates to any data field in the system. Generic import templates cover the most common data types, and custom formats can be configured for specific employers, payroll companies, or recurring file sources.
eMembership accepts both CSV and legacy fixed-width file formats. For sources that send data in a non-standard layout, custom format templates can be created to map columns to the correct fields. This means your staff does not need to reformat files before importing them, as long as a format template exists for that source.
Rows that do not match an existing member automatically (due to name variations, transposed digits in an employee number, or similar discrepancies) are flagged in the reconciliation screen. Staff use an integrated type-ahead lookup to search for and link the correct member record. If the member does not exist yet, they can be added to the database directly from the reconciliation screen without interrupting the workflow.
A translation rule tells eMembership how to interpret a specific value that a data source sends differently than how it is stored in your database. For example, if a payroll company consistently sends "WS-ADMIN-HQ" when your database stores that location as "Administration Building," you resolve it once and save the translation. Every future import from that source maps the value automatically, eliminating the same manual correction each time.
Yes. Import format templates support staff-facing notes and instructions that appear during the import workflow. This is useful for formats that require specific preparation steps, or for reminding staff of known quirks in a particular employer's file structure.
Supports CSV and fixed-width formats
Translation rules eliminate recurring manual corrections
Integrated with dues, members, and employer records
US-based implementation and support team
See how eMembership handles
union data import for your local
Start with a short intro call. We will walk through the import workflow and learn about your union's current data sources and formats.
Book an Intro Call