UnionActive Member SYNC
Keep website accounts aligned with your member data
Use a configured spreadsheet export to add new accounts, update selected member fields, and review accounts that may no longer belong on the website.
A repeatable update process
Member SYNC is customized to the structure of your organization's export file. Each run can perform only the actions you choose, and the system reports what was added, changed, or flagged.
Add new members
Create website accounts for records that are present in the source export but not yet in UnionActive, with an option to email new login information.
Update current accounts
Refresh approved fields such as contact details, employer or unit, group assignments, status, or other configured data.
Review removals
Preview accounts that no longer appear in the source data before confirming any removal from the website.
How a sync run works
Export
Create the agreed spreadsheet from the organization's primary membership system using the configured columns and identifiers.
Upload and select
Upload the file, choose whether to add, update, identify removals, or combine actions, then start the process.
Review
Inspect the results and verify any accounts marked for deletion before taking the final action.
Existing usernames, passwords, and security settings are not replaced by the standard SYNC process. Always review the results, especially after changes to the source-system export.
Put current information to work
- Display personalized dues or paid-through status.
- Show book, referral, class, shift, or apprenticeship information.
- Connect current fields to targeted communications and groups.
- Reduce duplicate updates between systems.
- Run on the schedule that fits your organization.
- Customize the mapping to the approved source data.
Request a Member SYNC review
Because every source file is different, setup and pricing depend on the required mapping and workflow.
Request Member SYNC
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