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Author Topic: Synchronize Contacts to Users  (Read 1052 times)

DenisD

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Synchronize Contacts to Users
June 16, 2010, 02:23:29 am
Dear All:

I have never quite understood the linkage between Drupal and CiviCRM. We essentially use Drupal to host the CiviCRM application, and to let people create a user account (which is then converted into a CiviCRM contact); everything else is done in CiviCRM.

However, we have many contacts (through imports etc.) who have not created their own account. Is there a way to "synchronize contacts to users", thus create a Drupal account (with the email as username and a temporary password, for example) for each contact in CiviCRM. Administer > Manage only offers the opposite direction: thus "synchronize users to contacts".

Alternatively, could we invite people without a Drupal account to modify their entries directly in CiviCRM, albeit without seeing anything else but their own contact details? I guess a token like {contact.contact_id} could be helpful here, but I haven't quite figured out how to make this work.

Thanks for any suggestions,
Denis

Donald Lobo

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Re: Synchronize Contacts to Users
June 16, 2010, 07:55:47 am

http://drupal.org/project/user_import

http://en.flossmanuals.net/CiviCRM/Email (search for checksum)

lobo
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DenisD

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Re: Synchronize Contacts to Users
June 21, 2010, 08:05:09 am
Thanks Lobo; the solution via checksum sounds promising.

However, I haven't been able to successfully use this token. Specifically:
  • a link such as http://www.myorganization.org/civicrm/profile/edit?reset=1&gid=N&id={contact.contact_id}&cs={contact.checksum} reports that "No fields in this Profile have been configured to display as a result column in the search results table. Ask the site administrator to check the Profile setup."
  • a link such as http://www.myorganization.org/civicrm/profile/edit&gid=N&reset=1&id={contact.contact_id}&cs={contact.checksum} only works if anonymous users have rights to "edit all contacts"; this issue was already discussed here: http://forum.civicrm.org/index.php/topic,7801.0.html

What am I doing wrong?

Could you kindly explain:
  • how the profile fields should be configured?
  • which rights I need to give anonymous users so they can view and edit their (and only their) profile?
  • which the right format is for the checksum link (strangely, the position of the "reset" seems to matter?
  • whether information on membership in any "mailing groups" could also be included in these profile views/edits?

Thanks.
Denis

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Synchronize Contacts to Users

This forum was archived on 2017-11-26.