{"id":62316,"date":"2024-02-13T09:24:18","date_gmt":"2024-02-13T14:24:18","guid":{"rendered":"https:\/\/memberpress.com\/docs\/migrating-and-importing-corporate-and-sub-accounts\/"},"modified":"2025-06-17T11:01:30","modified_gmt":"2025-06-17T15:01:30","slug":"migrating-and-importing-corporate-and-sub-accounts","status":"publish","type":"ht_kb","link":"https:\/\/memberpress.com\/pt\/docs\/migrating-and-importing-corporate-and-sub-accounts\/","title":{"rendered":"Migra\u00e7\u00e3o e importa\u00e7\u00e3o de contas corporativas e subcontas"},"content":{"rendered":"<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\"><strong>Observa\u00e7\u00e3o<\/strong>: Antes de ler esta p\u00e1gina, certifique-se de ter revisado o <a href=\"http:\/\/docs.memberpress.com\/article\/48-migrating-overview\"><strong>Vis\u00e3o geral da migra\u00e7\u00e3o<\/strong><\/a> p\u00e1gina primeiro!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As contas corporativas e as subcontas s\u00e3o um caso especial de importa\u00e7\u00e3o\/migra\u00e7\u00e3o, pois n\u00e3o usam a mesma estrutura de transa\u00e7\u00e3o que as associa\u00e7\u00f5es regulares. Portanto, \u00e9 importante que voc\u00ea siga estas etapas ao importar ou migrar contas corporativas.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\"><strong>Observa\u00e7\u00e3o<\/strong>: Este documento abrange a importa\u00e7\u00e3o de administradores, n\u00e3o a importa\u00e7\u00e3o de subcontas por um titular de conta corporativa.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Observa\u00e7\u00e3o importante:<\/strong>\u00a0Antes de importar o arquivo, voc\u00ea precisar\u00e1 certificar-se de que criou primeiro as associa\u00e7\u00f5es no MemberPress \u00e0s quais essas contas corporativas ser\u00e3o associadas E de que os usu\u00e1rios aos quais elas ser\u00e3o atribu\u00eddas se encontram em seu <strong>Painel &gt; Usu\u00e1rios <\/strong>se\u00e7\u00e3o. Por fim, a importa\u00e7\u00e3o N\u00c3O cria e N\u00c3O PODE criar pagamentos, assinaturas ou iniciar cobran\u00e7as reais. A importa\u00e7\u00e3o \u00e9 usada simplesmente para adicionar dados existentes.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Assim, o <strong>os pagamentos que voc\u00ea est\u00e1 importando j\u00e1 devem existir no seu processador de pagamentos conectado<\/strong> (<strong><a href=\"https:\/\/memberpress.com\/pt\/docs\/stripe\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Listrado<\/a><\/strong>, <strong><a href=\"https:\/\/memberpress.com\/pt\/docs\/paypal-standard\/\" target=\"_blank\" rel=\"noopener\" title=\"\">PayPal<\/a><\/strong>, <strong><a href=\"https:\/\/memberpress.com\/pt\/docs\/connect-square-to-memberpress\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Quadrado<\/a>,<\/strong> ou <a href=\"https:\/\/memberpress.com\/pt\/docs\/connect-authorize-net-to-memberpress\/\" target=\"_blank\" rel=\"noopener\" title=\"\"><strong>Authorize.Net<\/strong><\/a>).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Contas corporativas da matriz<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Voc\u00ea importar\u00e1 as contas corporativas principais como faria com outras assinaturas de associa\u00e7\u00e3o. Em seguida, siga as etapas de um dos artigos a seguir, com base no tipo de associa\u00e7\u00e3o que voc\u00ea est\u00e1 usando, somente para as contas principais. N\u00e3o adicione nenhuma subconta ainda.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/memberpress.com\/pt\/docs\/automatically-recurring-subscriptions\/\">Assinaturas recorrentes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/memberpress.com\/pt\/docs\/one-time-payment-subscriptions-or-single-transactions\/\">Associa\u00e7\u00f5es n\u00e3o recorrentes (pagamento \u00fanico)<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Depois de importar com \u00eaxito as contas corporativas PRINCIPAIS, voc\u00ea poder\u00e1 importar as subcontas.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Subcontas corporativas<\/h2>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\"><strong>Observa\u00e7\u00e3o<\/strong>: Antes de migrar ou importar subcontas, voc\u00ea deve ter importado as contas corporativas principais, conforme descrito acima!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Formato de arquivo CSV de subcontas<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Os \u00fanicos campos necess\u00e1rios para o CSV s\u00e3o:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nome de usu\u00e1rio (\"username\")\u00a0\u00a0<\/li>\n\n\n\n<li>E-mail (\"email\")\u00a0\u00a0<\/li>\n\n\n\n<li>Primeiro nome (\"first_name\")\u00a0\u00a0<\/li>\n\n\n\n<li>Sobrenome (\"last_name\")<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Aqui est\u00e1 um link para um arquivo de exemplo de importa\u00e7\u00e3o de membros de uma subconta corporativa:<br><a href=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/user-1.csv\">Subcontas de contas corporativas (CSV)<\/a><\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-success\"><strong>Observa\u00e7\u00e3o<\/strong>: Voc\u00ea precisar\u00e1 de um arquivo CSV para cada conta corporativa principal que contenha todas as subcontas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Importa\u00e7\u00e3o de arquivos CSV de subcontas<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>V\u00e1 para MemberPress &gt; Importar.<br><em>(se voc\u00ea n\u00e3o vir a op\u00e7\u00e3o Importar, primeiro precisar\u00e1 instalar o complemento conforme descrito na se\u00e7\u00e3o <a href=\"http:\/\/docs.memberpress.com\/article\/48-migrating-overview\">Vis\u00e3o geral da migra\u00e7\u00e3o<\/a><\/em><em>)<\/em><\/li>\n\n\n\n<li>Selecione \"Corporate Sub Accounts\" (Subcontas corporativas) na caixa suspensa \"Select the type of file to import\" (Selecione o tipo de arquivo a ser importado).\u00a0<br><figure><img decoding=\"async\" style=\"width: 598.976px;\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-wxLVrVCyg6.png\"><\/figure><\/li>\n\n\n\n<li>Clique no bot\u00e3o \"Choose File\" (Escolher arquivo) e selecione o arquivo CSV que cont\u00e9m as subcontas que voc\u00ea deseja importar.<\/li>\n\n\n\n<li>Digite o nome de usu\u00e1rio da conta principal \u00e0 qual as subcontas pertencem.<\/li>\n\n\n\n<li>Selecione a associa\u00e7\u00e3o aplic\u00e1vel na lista suspensa.<br><em>(Ele ser\u00e1 preenchido depois que voc\u00ea inserir o nome de usu\u00e1rio da conta dos pais).<\/em><br><figure><img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-Vx2EU9FEAk.png\"><\/figure><\/li>\n\n\n\n<li>Selecione as op\u00e7\u00f5es \"Send NEW members a password...\" e \"Send NEW members the welcome...\" conforme aplic\u00e1vel.<\/li>\n\n\n\n<li>Clique no bot\u00e3o Upload.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Mensagens do importador<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Depois de importar o arquivo, o importador mostrar\u00e1 algumas linhas e caixas diferentes para que voc\u00ea saiba como foi a importa\u00e7\u00e3o. Elas est\u00e3o descritas abaixo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>X Linhas importadas com sucesso<\/strong> - Aqui, o importador informar\u00e1 quantas linhas (no lugar de X) foram importadas com sucesso.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>X Falha na importa\u00e7\u00e3o de linhas<\/strong> - Aqui, o importador informar\u00e1 quantas linhas (no lugar de X) n\u00e3o foram importadas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>X Total de linhas processadas<\/strong> - Aqui, o importador informar\u00e1 quantas linhas totais (no lugar de X) foram processadas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Mensagens de sucesso da linha:<\/strong> - Nessa caixa, voc\u00ea ver\u00e1 todas as mensagens de sucesso relacionadas \u00e0 sua importa\u00e7\u00e3o mais recente.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Erros de linha:<\/strong> - Nessa caixa, voc\u00ea ver\u00e1 os erros relacionados a qualquer linha da importa\u00e7\u00e3o mais recente. A mensagem deve ser detalhada o suficiente para que voc\u00ea saiba o que precisa corrigir, para que o arquivo funcione corretamente na importa\u00e7\u00e3o.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CSV para linhas com falha... copie-as, corrija-as e reimporte-as:<\/strong> - Aqui, voc\u00ea receber\u00e1 as linhas exatas que precisam ser corrigidas. Anote-as para corrigir as linhas com erros.&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>Corporate and subaccounts are a special importing\/migrating case as they do not use the same transaction structure as regular memberships. Therefore, it is important that you follow these steps while importing or migrating corporate accounts.&nbsp; Important note:\u00a0Before you import your file, you will need to make sure that you have first created the memberships\u00a0in MemberPress [&hellip;]<\/p>\n","protected":false},"author":62252,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_strive_editorial_status":"not-started","_strive_copy_of":0,"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","_FSMCFIC_featured_image_caption":"","_FSMCFIC_featured_image_nocaption":"","_FSMCFIC_featured_image_hide":"","_strive_checklists":"\"\"","_strive_active_checklist":"62291e2bb2422","footnotes":""},"ht-kb-category":[1282],"ht-kb-tag":[],"class_list":["post-62316","ht_kb","type-ht_kb","status-publish","format-standard","ht_kb_category-migration","entry","has-post-thumbnail"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Note: Before reading this page, be sure to have reviewed the Migrating Overview page first! 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Note: This document covers admin\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Nikola M\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/memberpress.com\/pt\/docs\/migrating-and-importing-corporate-and-sub-accounts\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 5.0.2\" \/>\n\t\t<meta property=\"og:locale\" content=\"pt_BR\" \/>\n\t\t<meta property=\"og:site_name\" content=\"MemberPress\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Migrating and Importing Corporate and Sub Accounts | MemberPress\" \/>\n\t\t<meta property=\"og:description\" content=\"Note: Before reading this page, be sure to have reviewed the Migrating Overview page first! Corporate and subaccounts are a special importing\/migrating case as they do not use the same transaction structure as regular memberships. 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