CiviCRM Community Forums (archive)

I'm managing my thank you letters through the CiviContribute module and wish to include a membership expiry date in the exported data.
I've modified the Contibute\Form\Task\Export.php file to include contact fields: Prefix, State Name, Last Name, First Name - and that seems to be working fine.

I'd like to include the individual's membership expiry date amongst the exported fields in the thank you letters that I'm merging from the file. Is there an easy way to do this in the Export.php file? Or will this require some intimate knowledge of php and drupal - which I don't have

Any ideas?

Sorry Dave,

I should have been a little clearer. I'm managing the sending of thank you letters and welcome packs using a search for 'thankyou letter not sent' in the CiviContribute module, exporting those members who haven't had it checked, then doing a mail merge with those for the letters.

If I am sending thank you letters and welcome packs, I'd like to tell members when their membership/subscription expires.

James

One way to do this without programming knowledge (only works on a database that isn't super huge):
1. Set up an excel workbook configured to handle this repetitive task (three tabs: one for the contributions source, one for the membership source, one for the mail merge source.
2. Export your contributions just like you already do. That ends up on the contributions source worksheet.
3. Export you ENTIRE membership list for active members (ow whatever you equivalent of a 'current' status is) (from the find members command in CiviMember). That ends up on the memberships source worksheet.
4. You mail merge worksheet will be populated with date from both worksheets via excel formulas.

Things to look out for:
- Use the excel VLOOKUP formula to populate the expiration date for any contact ID (i.e. you take the CID in the contributions source, look it up on the memberships source, write the expiration date.
- Your memberships worksheet may have duplicate contact IDs. In this case VLOOKUP can fail. If you restrict your memberships just to current status, this problem should be minimized.

Once it is all set up correctly, every time you send out thank you letters, you just download two files (contributions and memberships), put them in the workbook, click refresh, do a quick sanity check to make sure the data is right, run your mail merge.

Probably take you a few hours to set it up and 10-15 minutes every time you complete the task.