Bringing your members across

Bring your whole history with you, yourself.

Download the template, fill it from your records, and upload. Bridge validates every row, runs a dry run, and reconciles every opening balance before anything is posted.

Register your society
Download the import template (XLSX, 8 KB)

Four checks before a single balance is posted.

  1. Step 1: Upload

    Fill the template (spreadsheet with an instructions sheet) and upload it.

  2. Step 2: Validate

    Every row is checked. Errors are grouped by type, explained in plain language, and downloadable to fix.

  3. Step 3: Dry run

    See the result (members, totals by product) without posting anything. Compare it with your control totals.

  4. Step 4: Reconcile and apply

    When every opening balance matches, your treasurer applies it and a second officer confirms.

Every member balances, or nothing is posted.

The reconciliation report compares every member's opening shares, deposits and loans with your figures. Your treasurer and supervisory committee can sign it off before go-live. Batches can be corrected and re-run as often as needed; once applied, they can't be changed.

What comes across.

  • Members and their classes
  • Share holdings
  • Deposit accounts by product
  • Loans with schedules and arrears
  • Guarantees
  • Nominated beneficiaries
Download the import template (XLSX, 8 KB) Read: preparing your import

Wherever your records are today.

Spreadsheets

Copy your columns into the template; the instructions sheet maps common layouts.

Ledger books

Digitise into the template; start with members and balances, add history later if you need it.

Another system

Export to CSV and map it to the template.

Prefer someone to do it with you?

Assisted migration from Bridge or a certified partner is available as an optional extra.

Contact us

Questions about importing

Do we have to stop trading while we import?

No. Keep trading on your old records, import as at a cut-off date, then post the transactions since the cut-off.

What about historic statements?

Opening balances are imported as at your cut-off date. Keep your old records for the history before it.

Can we import in parts?

Yes. Import members first, then shares, deposits and loans in separate batches.

Who can apply an import?

Your treasurer, with a second officer confirming.

Set up your society on Bridge.

Register free, practise on sample data, and go live when you're ready. No sales call needed.

Register your society How it works

Free to set up and practise. You pay only once you're live.