AMK's test setup: http://psf.amk.ca/drupal-6.20/civicrm/dashboard User: psfdemo PW: zaytinya

Kurt's setup: Drupal 6, CiviCRM 3.3.

Fields for Individual import

birth date
City
Country
Do not Email
Do not Mail
email
first name
middle name
last name
prefix
suffix
nickname
phone
postal code
street address
supplemental address 1,2
url

Fields for Company Membership import

Contact ID
Contact e-mail
Contact External identifier
Is Pay Later
Member Since
Membership expiration date
Membership start date
Membership status
Membership type
Organization name
Source
Status Override 
Test

Fields for CiviCRM's membership import

Membership Type
Membership Start Date
E-mail (to match to the contact)

Discussion of importing in CRM docs: http://en.flossmanuals.net/CiviCRM/ContactsAddingAndImporting

Tasks

CiviCRM configuration

Conversion process

Exports must be in CSV format, UTF-8 encoding. Maxx's exports are in Latin-1.

CiviCRM doesn't support committees; should check that the committee rosters are up-to-date on the wiki or somewhere.

Perhaps Groups could be used for this? --KBK

Process

Target numbers: Companies: 37 total, 27 corporate members, 10 non-members.

Target numbers: Individuals: 138 nominated members, 23 non-members.

Should I bother converting the MatrixMaxx applications, for either companies or individuals? Probably not.

CiviCRMImport (last edited 2011-04-24 21:40:52 by AndrewKuchling)

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