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← Revision 15 as of 2011-04-24 21:40:52 ⇥
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| 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. * http://psfmember.org/d/ -- Drupal * http://psfmember.org/d/user/login to login * http://psfmember.org/d/admin for Drupal admin & configuration. * http://psfmember.org/d/civicrm/dashboard for CiviCRM dashboard. |
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| = Fields for CiviCRM's membership import = {{{ Membership Type Membership Start Date E-mail (to match to the contact) }}} |
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| * Import individual records (nominated members, and then non-members). * Import company records. |
== CiviCRM configuration == |
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| Exports must be in CSV format, UTF-8 encoding. | * Go to Administer > Global Settings > Localization. Under "Available Countries", leave the right-hand side blank. Under "Available States and Provinces", add Canada, the US, the UK, Germany, New Zealand, and Argentina. |
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| CiviCRM doesn't support committees; should check that the committee rosters are up-to-date on the wiki or somewhere | == Conversion process == |
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| * Import individual records (nominated members, and then non-members). * Edit file: South Korea -> "Korea, Republic of". * Import into CRM. Maxx's date format is mm/dd/yyyy. Ignore the phone field. * Membership data: * Create 'nominated' membership. Emeritus members will be created as 'nominated' and then cancelled. * Does Pat have data for the initial start date? * Import company records. * Export sponsor members from MatrixMaxx. * Edit file: "Corporate Member" -> "Sponsor"; "Active" -> "Current" (watch for ActiveState's record!) * Edit file: fix @hitmeister.de e-mail, res@opsware.com e-mail * Import into CRM. Maxx's date format is mm/dd/yyyy. 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 |
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| Target numbers: Companies: 37 total, 27 corporate members, 10 non-members. | |
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Target numbers: 27 corporate members, 138 nominated members. |
Target numbers: Individuals: 138 nominated members, 23 non-members. |
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.
http://psfmember.org/d/ -- Drupal
http://psfmember.org/d/user/login to login
http://psfmember.org/d/admin for Drupal admin & configuration.
http://psfmember.org/d/civicrm/dashboard for CiviCRM dashboard.
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
Go to Administer > Global Settings > Localization. Under "Available Countries", leave the right-hand side blank. Under "Available States and Provinces", add Canada, the US, the UK, Germany, New Zealand, and Argentina.
Conversion process
- Import individual records (nominated members, and then non-members).
Edit file: South Korea -> "Korea, Republic of".
- Import into CRM. Maxx's date format is mm/dd/yyyy. Ignore the phone field.
- Membership data:
- Create 'nominated' membership. Emeritus members will be created as 'nominated' and then cancelled.
- Does Pat have data for the initial start date?
- Import company records.
Export sponsor members from MatrixMaxx.
Edit file: "Corporate Member" -> "Sponsor"; "Active" -> "Current" (watch for ActiveState's record!)
Edit file: fix @hitmeister.de e-mail, res@opsware.com e-mail
- Import into CRM. Maxx's date format is mm/dd/yyyy.
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.