CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Matching contribution to contact - how to associate by name/email?
Pages: [1]

Author Topic: Matching contribution to contact - how to associate by name/email?  (Read 942 times)

m.e.

  • I post frequently
  • ***
  • Posts: 157
  • Karma: 5
  • CiviCRM version: 4.0.9
  • CMS version: Drupal 7.9
Matching contribution to contact - how to associate by name/email?
April 06, 2010, 02:58:19 pm
I've imported a group of contacts and am now ready to import their contributions. My CSV file contains name/email info for these contributions, but in the dropdown for matching fields there are no "contact" fields of this type -- all the choices are contribution fields, meaning nothing to map with firstname/lastname/email.  What do I do with my firstname/lastname/email data and how do I ensure that the contributions are matched accordingly?
« Last Edit: April 06, 2010, 03:15:05 pm by m.e. »

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Matching contribution to contact - how to associate by name/email?
April 06, 2010, 09:37:32 pm

You will need to import the contacts first and then the contributions using either a contact ID or an external identifier

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

m.e.

  • I post frequently
  • ***
  • Posts: 157
  • Karma: 5
  • CiviCRM version: 4.0.9
  • CMS version: Drupal 7.9
Re: Matching contribution to contact - how to associate by name/email?
April 07, 2010, 11:14:18 am
I see that email (match to contact) is an available field after all. I was able to use this for importing the contributions, which was more helpful than an external ID since I had some duplicate contacts in a large file.
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Matching contribution to contact - how to associate by name/email?

This forum was archived on 2017-11-26.