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  • Membership renewal workflow
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Author Topic: Membership renewal workflow  (Read 1968 times)

TheoRichel

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Membership renewal workflow
June 03, 2011, 11:14:50 am
I am struggling with for several days now and I really do not know where to look anymore. Do I misunderstand CiviCRM? Please tell me. This is the situation:
My Ubercart-Paypal payments perfectly arrive in CiviCRM as Contribution Type 'Donatie', but there is no connection made to the membership which is connected to the same 'Donatie' Contribution type.

I can run UpdateMembershipRecord (manually, cron is not running yet), but it makes no difference: the payments do not appear under the Membership tab and the status remains expired below the heading 'Pending and inactive memberships'

Is this because I use Ubercart as a payment processor?

Michael McAndrew

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Re: Membership renewal workflow
June 03, 2011, 11:27:25 am
Quote
My Ubercart-Paypal payments perfectly arrive in CiviCRM as Contribution Type 'Donatie', but there is no connection made to the membership which is connected to the same 'Donatie' Contribution type.
Where are these coming donations coming from?

Any donations that come from a contribution page that is configured for membership renewal should be associated with the membership.

If the person is logged in and already a member, the contribution page will turn into a membership renewal page and the membership contributions will be associated with the membership.

Note that it is not enough for a contribution to be of the type membership for it to be associated with a membership.  It must be eplicitly linked and the standard way of doing this is CiviCRM is by using the add membership -> record contribution workflow or the renew membership  -> record contribution workflow.

Quote
Is this because I use Ubercart as a payment processor?

I am pretty sure this won't not be the cause.

I haven't heard of the Ubercart payment processor - are you sure you are using Ubercart as a payment processor? - go to civicrm/admin/paymentProcessor and double check what is written in the Processor Type column.

Michael
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TheoRichel

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Re: Membership renewal workflow
June 03, 2011, 11:55:25 am
Thank you. Ubercart is a Drupal module that can and does transfer payments to CiviCRM. So I have no payment processors specified in CiviCRM. It is not necessary thanks to a special module for the integration of Ubercart and CiviCRM.

So the people pay in Drupal, without being logged in. The payment arrives in Civi as a Contribution type that is required for memberships. On the Contribution page the amount and date are correctly set and they are also added to the right group (UsersGRK) but nothing happens in the Membership area. I can of course do it manually, but I do not think that was the intention.

That is why I do not understand your last frase. This suggests that I should copy the date of the payment from the Contribution opage to the Membership page. From the CiviCRM documentation I concluded that an automated renewal was possible.

Hershel

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Re: Membership renewal workflow
June 04, 2011, 12:25:59 pm
Purchases in Ubercart are not connected to CiviCRM.

There is a way to connect them via this module: http://drupal.org/project/uc_civicrm

But even with that, it just displays them in a new "Purchases" tab in CiviCRM.

To allow your users to purchase a membership in CiviCRM, you will need to use CiviCRM for that, not Ubercart.
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TheoRichel

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Re: Membership renewal workflow
June 05, 2011, 12:45:46 pm
Thanks Hershel, but  I just came here to give the real story, if it lives up to the expectations that is. The module you point to was already active in my situation. It adds contact info and it adds a Contribution but it doesnt update the Membership status - which was just my problem. Dharmatech however pointed me to http://drupal.org/project/uc_civicrm_product which is supposed to do just that. I have installed it and am awaiting the results.

Michael McAndrew

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Re: Membership renewal workflow
June 06, 2011, 07:16:58 am
Hey TheoRichel,

Can you report back here on whether that does actually extend the membership (I would be suprised if it did).  AFAIK, the proper way to do this, is using the membership renewal workflow via a contribution page.

Michael
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TheoRichel

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Re: Membership renewal workflow
June 13, 2011, 03:36:24 am
Well it doesnt get any easier. This is whgat happens:
Module: Ubercart CiviCRM Integration puts Ubercart payments on Civicrm contribution pages (Ubercart gateways Paypal and iDEAL)
Module: Ubercart-CivicRM products has confusing effects. Neither gateway adds Contributions to CiviCRM, but both change Memberships, alas in the sense that Expired memberships are not set to current, but New memberships are added. One very annoying thing is that the Paypal gateway sets the end date for the membership two years ahead instead of one.

Your remark on membership renewal implies if I understand you right, that I should abandon Ubercart and let CiviCRM handle the intake of money. That is no option since CiviCRM does not support the iDEAL payment gateway, that is popular here in Holland.
I'd love to sponsor such a module, but not on my own.

jakecivi

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Re: Membership renewal workflow
March 27, 2015, 08:32:43 am
Does this work now, in light of this: http://forum.civicrm.org/index.php/topic,23370.msg98177.html#msg98177 ?
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Installing CiviCRM »
  • Drupal Installations (Moderator: Piotr Szotkowski) »
  • Membership renewal workflow

This forum was archived on 2017-11-26.