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Author Topic: CiviCRM contact -> drupal user  (Read 10473 times)

noelg

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CiviCRM contact -> drupal user
September 29, 2009, 06:38:35 pm
I would like to find a way to have a drupal user created from contacts that exist in CiviCRM. Is this possible? I am migrating from a spreadsheet that was not very well maintained in format or content, So I'm adding people by hand. For example, I add a contact using the "New Individual" form. I then manually set up their already existing membership. How do I get those contacts a user ID and password in Drupal without manually adding them to drupal as well. I've looked around and see a way to bring in contacts from drupal users, but I don't get all the information I want that way.

thanks for any help.

Noel

petednz

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Re: CiviCRM contact -> drupal user
September 29, 2009, 06:49:40 pm
I was about to ask the very same thing - though at a slightly different point in the system. Was bout to piggyback since the solution could be entwined but thought a separate post would be tidier http://forum.civicrm.org/index.php/topic,10090.0.html
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Donald Lobo

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Re: CiviCRM contact -> drupal user
September 29, 2009, 08:10:33 pm

you can use this module to create drupal users

http://drupal.org/project/user_import

lobo
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noelg

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Re: CiviCRM contact -> drupal user
September 30, 2009, 06:44:12 pm
Let me make sure I have this right.

Say we create all of our members on the CiviCRM side with the individual form, and make setup their memberships. We could then we can pull a membership report displaying the first and last name, and email address, then use that module to import that membership list. Then we can use the Synchronize Drupal Users function to link the profiles. Then, because we have the membership determine user roles, we would use the CiviMember Role Sync function.

Seems easy enough. Thanks for the help!

adshill

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Re: CiviCRM contact -> drupal user
October 01, 2009, 03:40:44 am
You could also just create the users seperately with user import and as soon as they login to drupal, because they have the same e-mail address as a contact, will be automatically sync'd up.

If I'm correct, contact to user syncronisation will happen automatically on login if the drupal user and civi contact have the same e-mail address.

Not sure if this helps but might help to understand how the sync works!

- On registration of new drupal user (if e-mail exists attached to a contact already in civi)
- On login (if user and contact e-mails match)

petednz

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Re: CiviCRM contact -> drupal user
October 04, 2009, 05:47:42 pm
Am I missing something here? I understood that if you create via User Import - or any othr method = drupal will synch the user to the civicrm contact with the same email address.
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Dave Greenberg

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Re: CiviCRM contact -> drupal user
October 05, 2009, 11:39:51 am
The user -> contact linkage is not created on User Import. It is created on any one of these events:
- user record created via Register form
- user record created by Admin view new user form
- CiviCRM Admin >> Synch Users to Contacts
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JulieR

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Re: CiviCRM contact -> drupal user
October 06, 2009, 09:37:17 am
I'm planning to do this too, so I'm curious - how will you manage the process of telling your users how to log in?  Presumably the user import will create a password for them....?  You could have drupal send them an account activation email, but that would come a bit out of the blue.  Would you be able to send them an email via civicrm, that tells them their account details and password, or would that not be possible yet because the records are not synched up?  Maybe I need to send an announcement via civicrm first, followed by an account activation email...?  Any better ideas?

Donald Lobo

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Re: CiviCRM contact -> drupal user
October 06, 2009, 10:07:38 am

Here's what i did in my recent deployment of CiviCRM at the kids school:

1. Import all contacts using CiviCRM Import

2. Export all primary email addresses

3. Send an email via CiviMail (or some other mechanism) to the above emails and describe to them the automated email that they will receive, what they need to do etc

4. Configure your email messages in drupal. Use user import with the file from step 2 to create accounts and send email messages. This will also sync with the contact. We used the one time login link process since that seemed easier

5. Depending on the number of emails sent etc, be prepared to handle a fair percentage of users saying they never got the email from step 4 (at least this is what happened to us)

lobo
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petednz

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Re: CiviCRM contact -> drupal user
October 07, 2009, 03:00:38 pm
Quote from: Dave Greenberg on October 05, 2009, 11:39:51 am
The user -> contact linkage is not created on User Import. It is created on any one of these events:
- user record created via Register form
- user record created by Admin view new user form
- CiviCRM Admin >> Synch Users to Contacts

Just to be clear, my experience is that if I export from civicrm, then use User Import, the synching happens automagically.

So maybe that is covered by one of those above options, but not sure that it is.
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petednz

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Re: CiviCRM contact -> drupal user
October 07, 2009, 10:29:35 pm
Quote from: Donald Lobo on October 06, 2009, 10:07:38 am
5. Depending on the number of emails sent etc, be prepared to handle a fair percentage of users saying they never got the email from step 4 (at least this is what happened to us)
Just reporting back that we just did a civimail followed by User Import with a drupal user account email to 330 - no bounces shown in civimail, but 10 or so "Undelivered Mail Returned to Sender" on the Drupal mail. Will investigate further since I don't like such anomolies.
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petednz

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Re: CiviCRM contact -> drupal user
February 09, 2010, 01:51:31 pm
Final (?) update on this.

We have found that the module userplus http://drupal.org/project/userplus is a good solution for when you want to add a Drupal Account to a CiviCRM record (until someone like us cough up for the proper solution of having a 'button' on the contact page - which I guess could just be to add a button to point to this ;-) )

So all that is required is to copy the email from CiviCRM contact record, click on to your Nav Block link to the userplus screen, paste in email, create username and decide if you need to notify.

Userplus also lets you set it you want to add people to an Organic Group or a Role.

This for us is a better route than copying email and clicking on user/user/create since we usually have CiviCRM profiles there - which means that any fields that we leave empty overwrite existing info on the contacts record.
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awasson

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Re: CiviCRM contact -> drupal user
June 19, 2012, 11:24:58 am
I thought I would reawaken this thread because I have one production Drupal/civiCRM site that has been running since 2010 and I have two more in development. The sites are for member organizations and memberships are initially imported but moving forward members either sign up via web form or manually.

I'm troubleshooting the production site at the moment because they had a complete staff turnover and since then, there have been a lot of reports about members being created without a Drupal counterpart. My feeling is that they are just creating memberships but not doing the Drupal part.

Is there a writeup somewhere for the recommended approach for manually adding members; a step by step guide?

** If no writeup exists, I'll write one up and add it to the WIKI but I'll need some pointers and direction about where to place it. 

Thanks,
Andrew
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petednz

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Re: CiviCRM contact -> drupal user
June 19, 2012, 12:59:48 pm
The solutions depend on which Drupal version.

D6 User Import is good.

D7 - I have tried the UIF module but hit some problems with it and haven't retried. Migrate and Feeds are the other options I see pushed but both seem to be fairly large blunt instruments. I particular want to add people to OG at the same time, and while UIF had a OG tack on in D6 i haven't spotted anything for D7

There is now an option in 'actions' on the Contacts record to 'create CMS account' which helps for one offs.
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awasson

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Re: CiviCRM contact -> drupal user
June 19, 2012, 01:12:24 pm
Thanks for the reply.

So with User Import (D6), when the admin creates a civi Member/Contact do they then use User Import to create the Drupal user account?

I've got User Import in the site and used it when I initially imported the member database but it seems to be somewhat convoluted when it comes to single member additions unless I'm missing something. Can you elaborate?

The other 2 sites are D7/civiCRM 4.x. I'll have to look further into it to see how they have automated it. If it can be done right through the civiCRM admin, that would be very cool.

Thanks,
Andrew
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • CiviCRM contact -> drupal user

This forum was archived on 2017-11-26.