• CiviCRMImport

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.