Using the NAHB - WMS Database Fields and Upload Tool

This page is under construction and contains incomplete data. Data listed here may also change before this document is complete. Please contact support with any questions.

To simplify the process of uploading member changes to the National Associtiaon of Home Builders (NAHB) through WMS each month we have built required fields into the system. Additionally we have a file export tool that will allow you to pull, error check and generate your monthly data upload for NAHB/WMS.

NAHB/WMS Fields

There are specific fields that are required for the different types of data to be given to NAHB. These fields are located in one of three locations depending on their purpose.

Member/Companys

Within the Members module on the general tab is a section called NAHB/WMS Information.

• HBA Number - This is the number for your Home Builders Association
• NAHB Company ID - The company ID provided by NAHB/WMS after they signup for membership.
• Primary Business Activity Code
• Secondary Business Activity Code
• Tertiary Business Activity Code
• Dollar Volume Code
• Number of Units Code

Representatives

Found under the Members module on the Representatives Tab is a section called NAHB/WMS Information.

• Contact Person ID (PIN) - NAHB/WMS generated representative ID
• Subscription ID (MSN) - NAHB/WMS generated membership subscription ID
• Spike HBA Number - HBA number for the spike(sponsor) of that membership
• Spike Person ID - Person ID(PIN) for the spike(sponsor) of that membership

Councils

Found under the groups module are 6 NAHB councils.

NAHB/WMS Councils shown in the Groups Module

Each of these councils has a roster where you will add representatives who are members of the council.
After you've added a representative to a council you will be able to click on their name to access the following NAHB/WMS fields.

• [Council Name] Subscription ID (MSN) - NAHB/WMS generated council membership subscription ID
• [Council Name] Spike HBA Number - HBA number for the spike(sponsor) of that council membership
• [Council Name] Spike Person ID - Person ID(PIN) for the spike(sponsor) of that council membership

Setting up Renewal Fees

In order for the system to properly recognize which members have paid their renewals and in turn need to be reported as renewals to NAHB/WMS the renewal items need to be properly setup.

Setting up the Fee Items

Because your membership fees typically are split 3 ways or more the best way to configure these fees is by setting up Bundled Fees. Bundled fees will allow you to place multiple fees such as your local, state and national fees into a single membership fee so that your members see their simple fee but you can still easily have your income reported properly.

Before you can setup a bundled fee you first need to setup each of the smaller fees.