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Author Topic: Setting Communication Preferences on Import  (Read 554 times)

dotman

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Setting Communication Preferences on Import
October 28, 2011, 01:02:42 pm
I'm working through importing some legacy data and am wondering how I can get the Com Prefs like email greeting, postal greeting and addressee, setup correctly since they seem to use tokens. Can I automate this after I bring in my contacts or do is there a special way I have to prepare my data for those fields. If nothing is set, will it use a default setting, meaning I shouldn't have to worry about it?

Thanks,
Doug

Dave Greenberg

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Re: Setting Communication Preferences on Import
October 28, 2011, 01:54:35 pm
Hi Doug - You need to run a script after the import that will populate those values. There are a number of options you can use for this with the script. Doc is here:

http://wiki.civicrm.org/confluence/display/CRMDOC40/Update+Greetings+and+Address+Data+for+Contacts

... and check this page too if you haven't use command line scripts w/ Civi yet:

http://wiki.civicrm.org/confluence/display/CRMDOC40/Command-line+Script+Configuration

Might also be some doc in Understanding CiviCRM online book.
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dotman

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Re: Setting Communication Preferences on Import
October 28, 2011, 05:07:08 pm
excellent, thank you. are there any other fields similar to this that I should be aware of regarding the other modules? Would appreciate any common hurdles that I need to make a task list for. Particularly after I have my contacts in using the legacy account number as my GUID, for say, donations, memberships, etc.

Thanks,
Doug

Dave Greenberg

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Re: Setting Communication Preferences on Import
October 29, 2011, 01:01:57 pm
Those 3 fields are somewhat unique as their is a cached version w/ tokens pre-evaluated in the contact table.

Regarding legacy account # - I'm assuming this is a unique ID for each contact from your previous DB / spreadsheet. If so, you should import that to Civi's "external identifier" field. That field is designed to be used for exact matches when importing transactional data (donations, activities, memberships etc.) - and is provided in the import mapping screens for those records as a "Match to Contact" field.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Setting Communication Preferences on Import

This forum was archived on 2017-11-26.