CiviCRM Community Forums (archive)

My strict matching rule for individuals requires First Name, Last Name, and Email to match, which I would guess is a common strict matching rule.  But when I try to import participants into CiviEvent whose First and Last name match somebody in the main database but who don't have an email address, it says "No matching Contact found" -- even though both the partipant I'm trying to match and the database person DO have a matching email field:  they just both happen to be blank.

This seems to make it very difficult with normal matching rules to important participants who don't have an email address, because we're supposed to first import the individual (no problem) but then import the same person with their Participant Status and Participant Role set.  But how can we do that if a blank email doesn't match a blank email?

Is there a way to set up matching so that blank fields match blank fields?

Thanks,

- Trent

Thanks for the suggestion.  The problem with just matching on (First Name AND Last Name) OR Email is that we have a big database, and sometimes it will have more than one John Smith.  But your method did make me think of another solution, having it match on:

(First Name AND Last Name AND Email) OR (First Name AND Last Name AND Postal Code)

This works because because we're pretty unlikely to have two John Smith's who live in the same Postal Code.  I just made that modification to the Strict Individual matching rule and it worked great for importing CiviEvent events.  Whew!

HOWEVER, then I tried to do the same import rule to import into CiviContribute with the same contacts, who also donated at the event.  That DIDN'T work, giving the "No matching Contact found for..." error, even though the import mapping had the option "Postal Code (match to contact)".

Is there a reason that would work work for CiviEvent imports but not for CiviContribute imports?

Thanks again,

- Trent

Lobo --

I recreated the problem in Sandbox.  The problem seems to be that it's not doing the full matching on Postal Code correctly on CiviContribute import when the individual's address has the billing address as the primary address.  But it works fine for CiviEvent.

Attached is the csv I used for the imports.  I set up my Strict Individual Matching to give 10 points each to First Name, Last Name, Email, and Postal Code, and required 30 points total for a match.  I first imported Mary Smith, using the TL Import Individual mapping I set up, which sets the Postal Code and Street Address to be the billing address.

Then when I try to import the same file, using the TL Import Contribution mapping I set up that does First Name (match to contact), Last Name (match to contact), Postal Code (match to contact), and Email (match to contact), it gives the No Matching Contact import error.

The exact same thing importing to a CiviEvent with the same file (mapping TL Import Event) works fine.

Let me know if I need to file this issue somewhere besides here.

Thanks!

- Trent

Issue Created :: http://issues.civicrm.org/jira/browse/CRM-5154