MembershipWorks-Migration

The objectives of this notebook and its scripts are:

• Merge PayPal & Membershipworks members in a sorta intelligent way to create kinda accurate financial reports
• Convert a PayPal transaction export into an upsert-able csv to import into membershipworks
• Keep tabs on PayPal memberships as they become deprecated

Obtain a subscriber export from PayPal:

• visit paypal.com/reports/statements/custom
• Download the CSV export as ./csv/paypal_export.CSV

Obtain a member export from membershipworks:

• Download the CSV export as ./csv/mw_export.CSV

create a new environment:

python3 -m venv ig_venv
source ig_venv/bin/activate
pip3 install -r requirements.txt

# do the rest in jupyter notebook:
jupyter lab # ...

# when you are done, write out a pdf, sumth like:
jupyter nbconvert --to PDF financial_vis.ipynb

(note, you'll need nbconvert, pandoc, TeX to write to pdf)

...If all goes well, the output will look something like:

loaded **** paypal records
loaded ** existing membershipworks records
converted Date column to datetime objects
kept *** records processed between 01/01/22 and 22/11/21; discarded **** records
discarded **'s Donation Payment record for **, continuing...
discarded **'s PreApproved Payment Bill User Payment record for **, continuing...
** ** already in member list! continuing...
discarded ** **'s Payment Refund record for -**.00, continuing...
discarded ** **'s Donation Payment record for **.00, continuing...
exported: ** Members!
 - ** Standard Members
 - ** Offline Standard Members
 - ** Extra Members
 - ** Offline Extra Members
 ...to a membershipworks-readable format at ./csv/membershipworks_import.csv