CiviCRM Community Forums (archive)

Hi, I am running version 1.8.11248, but I just tried the 1.9 demo site and had the same problem. (Not wanting to upgrade my own site to 1.9 until import issues are fixed.)

Here's what I did. Perhaps someone can let me know if I have simply misunderstood something, or if this is a bug and I should file an issue for fixing.

Any help is appreciated, as I need this feature badly. Perhaps there is some easier way to do what I am trying to do? Other folks out there must have to sync their contributions with their org's accounting software somehow?

Thanks!

- Lucy Perry

steps to re-create problem:

1. Create custom field for contributions, called "exported to accounting system", making it a yes/no field with default value of no (0). Field is active

2. Create profile called "update for accounting export", which contains this one custom field. Profile is active.

3. Do a search for some set of contributions. In real life I would export this set into our accounting software, then I'd want to mark these records as exported. For now I'm not actually exporting but want to confirm that I can mark the records.

4. So with search results I click "all 50 records" and select "batch update Contributions via profile"

5. On next page I select the profile I just made, called "update for accounting export" and click continue

6. Next page I see each record and can select yes or no for "exported to accounting system". I set all to yes and continue. CiviCRM says all these records were updated.

7. When I go look at the contributions the update has not been saved.

Lobo -

>> 1. what specific import issues are you waiting on to be fixed?

This thread describes some import problems in 1.9 waiting to be fixed.
http://forum.civicrm.org/index.php/topic,1464.0.html
Although now that I re-read it, perhaps the problem is only in joomla and it will work fine in my drupal site?
Anyway it scared me as I am doing *lots* of importing data these days and I need for it to work.

>> 2. Can you please file an issue for this against 1.9. If trivial to fix, we'll fix it in 1.9, else will need to push to 2.0.

Will do.

Thanks.

- Lucy

I'm having the same problem as described in this thread, except my custom contribution field is a date field (deposit date), not a yes/no.  I'm using version 1.8.11536 of CiviCRM with Drupal.

Is the fix for this issue an upgrade to version 1.9?  If not, any other suggestions?

Thanks for any help!