When to use it
Use this monthly (or whenever Supreme reflects new members or changes) to pull master data — names, degree dates, class, addresses — into DuesSync. Data flows one way: Supreme Council → DuesSync. Transactional data you record here (payments, billing progression, communications) is never sent back to Supreme; reconcile those through the Supreme portal separately.
Step by step
- Go to Settings → Data Sync.
- Download the extracts from the Supreme portal. Each upload section shows the exact path (Member Billing (live) → Print Center → Data Extracts → select all fields).
- Upload in the recommended order: ① Billing Extract first (it creates members and sets billing data), then ② Fraternal Extract, ③ Website Support Extract, and optionally ④ Member Interest Extract.
- For each section, choose the CSV file and click Preview Import. Nothing is saved yet.
- Review the preview — total rows, new members, existing matched, flagged ("not in export"), and errors, plus a sample of new members.
- Click Confirm & Import to apply, or Cancel to back out.
- After import, check the result card for flagged members and any possible-duplicate prompts. Open the Upload History section to see the last 20 imports.
Tips & gotchas
- The import never wipes FS-owned email/phone you've entered in DuesSync, and the Website Support Extract only fills email/phone when none is already on file.
- Billing status only upgrades on import (e.g.
Active→current) — it never demotes a member's status. - Flagged = members in your roster who weren't in the export; verify your Supreme export is complete and includes all active members.
- Possible duplicates (scored ≥ 70 against an existing member) are held back from creating new records — open the matching profile to merge, then re-import.
- If you tweak nothing on Supreme's side, you can Re-process last upload to re-run the stored CSV with the latest import logic — no re-download needed.
Related
- See also supreme-sync
- See also contact-update