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Author Topic: Using External Identifier in Bulk Data Entry  (Read 713 times)

Tony Horrocks

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Using External Identifier in Bulk Data Entry
January 21, 2013, 10:08:46 am
The new bulk data entry is great. A lot of organisations in the UK use Direct Debit as the means of payment so each month they will get a direct debit report from the bank. The data in this report can then be used for bulk data entrey.
Commonly these reports use identifiers for the accounts rather than account names.
So in CiviCRM some organisation use the External Identier field to hold this data.

Is it possible to modify the current contact field to include the external id field too?
Tony Horrocks
Author of the CiviCRM CookBook https://www.packtpub.com/web-development/civicrm-cookbook

Donald Lobo

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Re: Using External Identifier in Bulk Data Entry
January 21, 2013, 02:52:18 pm

You should be able to do the below via a hook. can you check and see if:

http://wiki.civicrm.org/confluence/display/CRMDOC42/Hook+Reference#HookReference-hook_civicrm_contactListQuery

is called to do a lookup on contacts?

lobo
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Tony Horrocks

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  • Posts: 110
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    • Fabriko Limited
  • CiviCRM version: 4.5.x
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Re: Using External Identifier in Bulk Data Entry
January 22, 2013, 02:35:13 am
Thanks!
Tony Horrocks
Author of the CiviCRM CookBook https://www.packtpub.com/web-development/civicrm-cookbook
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Using External Identifier in Bulk Data Entry

This forum was archived on 2017-11-26.