Blogs

Migrate 2 + CiviCRM api 3 = CiviMigrate

A major challenge for CiviCRM implementers is migrating data from legacy systems into CiviCRM. For large datasets the front end import mechanisms time-out and don't allow for the complexity of the data.

Drupal CiviCRM search block

A customer recently requested that the little contact search box in the top left corner be made available on all their drupal pages and that it link to the contact's Drupal page.

 

Re-using the Civi-search box seemed a bit too difficult but there was a fairly easy solution to this request using existing drupal modules - finder + views (plus features to deploy).

 

A foray into Rules module

Importing a CSV using Table Wizard

Table Wizard offers a quick & dirty way to get a csv into a Drupal mysql DB as a table. You need to start by downloading & enabling tablewizard and  schema. Make sure you choose to enable the delimited import part.

You should then be able to navigate to admin/content/tw via the content menu and upload your csv file.

If you want the table available in views, However you need to access MySQL (e.g via PHPMyAdmin)

and add a primary key column e.g.

Importing Memberships & Related Contributions using Civimigrate

The joy of CiviMigrate is when you have a complicated destination for your data. In our example we have a simple csv with 6 fields but we want to create a Contact (see previous blog), a membership for that contact and an attached contribution record for the payment received. This blog will describe how to do a membership import and then a contribution import off the same data set.

This blog follows on very closely from the previous blog and continues the same example.

Importing data from a Drupal View into CiviCRM using CiviMigrate

The Migrate module is a powerful tool for importing data into Drupal and Drupal modules. It is also an approach we have been using for large, complicated or recurring imports into CiviCRM. Some advantages of using Migrate module for imports:

Getting Your CSV data into Drupal & into a View using Feeds & Data (ready to migrate!)

Often data that you need to import into CiviCRM is presented to you in an Excel or CSV format. Of course there are various ways to do this but the Data / Feeds module combo provides a nice method if you are likely to be uploading a similar csv more than once, or if the person actually uploading doesn't have the access or knowledge to directly edit the database. This method is also really nice for nightly uploads from another system because the most technical thing you have to do is write a script to ftp your csv onto the server.

Make it Happen - a new way of support CiviCRM development

Open Source projects often suffer from development ideas not getting sufficient resources to implement properly, with the outcome being lots of users continue to use work arounds or poor fixes.

Eileen has put some time in to setting up CiviCRM with a Make it Happen facility so that clients and consultants can make donations to particular projects. If the particular project does not get sufficient funding, then the donor has the option of a refund, or to shift it to another project.

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