Membership Management Software
For Associations & Non-Profits

Member365 supports Worldline (preferred), Stripe and Authorize.net for credit card payment processing.

For specific details on setting up accounts with each provider, please refer to the following resources:

• Worldline: Get in touch with Member365. We will introduce you to our Account Manager who will help you with the application process.
• Stripe: Visit Stripe’s sign-up page and follow their onboarding process.
• Authorize.net: Follow the steps outlined on their website to create and configure your account.

By following these steps, you can integrate a payment processor with Member365 and start accepting credit card payments efficiently.

Migrating your existing member data into a new membership management system involves a detailed and standardized process. Here are the steps we follow to ensure a smooth transition:

1. Configure Member365 for Custom Member Data Fields:

   • First, set up Member365 to support any special data fields your organization needs. While basic fields like name, email, contact information, organization, and address are already covered, many organizations have additional data they wish to maintain.
   • Our team helps you identify and create these custom fields within the membership management software, ensuring they are placed in the most appropriate locations.

2. Prepare Import Templates:

   • Next, we provide tailored import templates based on your specific use case. These templates match the structure of your existing data and the new system’s requirements.
   • The templates ensure that all necessary fields are included and correctly formatted for a seamless import process.

3. Membership Data Mapping and Validation:

   • Then, we work closely with you to map your existing data to the new system’s fields within the membership management software. This step involves validating the data to ensure accuracy and completeness.
   • We address any discrepancies or data quality issues before the import, ensuring that the data is clean and reliable.

4. Data Import:

   • Using the prepared templates, we import your data into Member365. We handle this step with great care to maintain data integrity and avoid any loss of information.
   • Our team supports you throughout this process, providing guidance and troubleshooting any issues that arise.

5. Review and Adjust:

   • After importing the data, we conduct a thorough review to ensure everything has been transferred correctly.
   • We make any necessary adjustments to optimize the data within the membership management system.

6. Ongoing Support:

   • Finally, we offer continuous support to help you utilize the imported data effectively. This includes training sessions, troubleshooting, and additional customization as needed.

We pay great attention to every step of the process because the strength and quality of the membership management setup largely depend on the quality of the data imported. By following these steps, we ensure that your data migration is seamless, accurate, and tailored to your organization’s specific needs.

Member365 ensures robust data security within its membership management software. For detailed information, refer to the full security article on the Member365 Help Center: Member365 Security.

In summary, Member365 employs multiple layers of security to protect member data, including:

• Data Encryption: All sensitive data is encrypted during transmission to prevent unauthorized access during data transfer.
• Access Control: Robust access control mechanisms are in place to ensure that only authorized personnel can access specific data, with role-based permissions to restrict access as necessary.
• Regular Security Audits: Member365 conducts regular security audits and vulnerability assessments to identify and mitigate potential risks.
• PCI Compliance: The platform complies with PCI compliance regulations, ensuring that handling credit card data meets industry standards.

For more detailed information, visit the Member365 Security article.

Integrating your membership management software with other applications is a seamless process with Member365. Our platform supports various integrations to enhance your operational efficiency and streamline your workflows. Here’s how you can integrate your membership management software with other applications:

Integrate via Zapier

Member365 leverages the power of Zapier, a leading automation tool that connects your membership management software with over 5,000 applications. Whether you need to sync data with your CRM, automate email campaigns, or manage event registrations, Zapier makes it easy to set up automated workflows without any coding. By connecting Member365 to Zapier, you can automate repetitive tasks, improve data accuracy, and save valuable time.

Utilize our RESTful API

For more advanced integrations, Member365 offers a RESTful API. The API allows developers to build custom integrations and extend the functionality of the membership management software to meet specific business needs.

Benefits of Integration

• Enhanced Data Synchronization: Keep your data consistent across multiple platforms by integrating your membership management software with other critical business applications.
• Automated Workflows: Automate routine tasks and reduce manual data entry, freeing up time for more strategic activities.
• Custom Solutions: Develop tailored solutions that align with your unique business processes and requirements.

By integrating Member365 with other applications via Zapier and our RESTful API, you can create a connected ecosystem that drives efficiency and enhances member experiences. Start integrating today and unlock the full potential of your membership management software.