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  • requirements for civicrm
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Author Topic: requirements for civicrm  (Read 1697 times)

wosi

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requirements for civicrm
April 09, 2012, 01:30:53 pm
Hi all,
since I'm completely new to civicrm I'm not in a position to judge whether civicrm is the right tool to use.
One of the requirements which have to be facilitated is the fact, that the data for the contacts will be stemming
from 3 different databases and the data therein will partially be disjunct and partially overlapping, so it will
require some additional processing.
Another requirement that has to be covered is the processing of donations in order to provide a confirmation
for the donors: that data stems to a great extent from a banking software. The data would have to be imported
from csv files and needs some processing in order to match donations and contacts.
It's also intended to send out newsletters with a fancy design.

So if anybody can provide any feedback on the suitibility of civicrm for the afore mentioned requirements -
that would be highly appreciated.

Thanks a lot,
wosi

satchmo

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Re: requirements for civicrm
April 09, 2012, 02:54:53 pm
From what you're saying CiviCRM is well suited to your needs. When importing records it has a powerful dedupe feature to account for duplicate entries. You'll want to make sure the data is uniform in your CSV prior to import (same format on dates, addresses, etc.). Matching donations to contacts isn't a problem...you'll just use a contact ID to connect the two. Be aware that there's the system created internal contact ID for any entry you add then you can use the external contact ID if you already have number assigned to your contacts.

Civi can handle sending out your newsletters and can insert the recipients name like "Dear Wosi" automatically. Importing can be a headache so you want to make sure you backup your DB so you can revert back. Civi has a nice feature where it tells you where the errors are in your CSV so you can fix them.
“After one look at this planet any visitor from outer space would say ''I want to see the manager.''” - William S. Burroughs

Erik Hommel

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Re: requirements for civicrm
April 09, 2012, 11:31:08 pm
hi wosi,

is this for the import or are you talking about synchronizing with 3 databases on a daily basis?
Quote
the data for the contacts will be stemming
from 3 different databases
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

wosi

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Re: requirements for civicrm
April 10, 2012, 01:57:53 am
yes, this will have to happen on a daily basis

Erik Hommel

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Re: requirements for civicrm
April 10, 2012, 04:22:43 am
Wosi,
 if this happens on a daily basis you would have to build a synchronization based on hooks and API. This is quite feasible, I have done something like this for a customer. But it will require some customizations, and you would need to be or get familiar with the concepts of customizing CiviCRM. Is this something you would want to undertake?
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

wosi

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Re: requirements for civicrm
April 11, 2012, 12:07:06 am
Hi Erik, I'm aware that I'll have to plunge myself deeply into the intrinsics of civicrm in order to make this project happen. As by now I'm completely new to  civicrm, so therefore I was hopeing to receive some input from experienced users whether there is a chance of doing this with civicrm. Alright then - it seems I'll have to get my hands dirty then ... If there are any hints you can provide for a newbie - you are most welcome to do so.

By the way (I'm not sure whether you're the right person to address this): the link to the developer book points to the user/administrator guide.

Take care,
wosi

Erik Hommel

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Re: requirements for civicrm
April 11, 2012, 09:51:51 am
Hi Wosi,

thanks for the hint about the developer guide. That is something I can not change either, but I will drop it in relevant places  ;D

Lots of hints, and I will be happy to give you help when you need it (assuming I know the answers)....find me on the CiviCRM IRC as erik_h or ErikHommel.
Speaking in general terms, what I have done for my synochronization:
  • developed a specific wrapper around the standard civicrm API with customer specific data manipulation and validation. At the time I was using v2 of the API, the latest and greatest is far better for these needs
  • in the source Oracle database, database triggers where used to trigger REST calls to the specific API wrapper
[li]I used the pre and postProcess hooks to establish if relevant data was changed on the Civi side .... but from your description I gather the data is only fed to CiviCRM, not back to the source. Is that correct?
[/li][/list]

Check the API section in the developer guide and check the API explorer (see this blogpost http://civicrm.org/blogs/eileen/api-documentation-state-api).
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • requirements for civicrm

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