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Author Topic: Wordpress - initialising Contacts and memberships  (Read 415 times)

Kymberley

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Wordpress - initialising Contacts and memberships
December 01, 2013, 10:37:30 pm
We have about 1300 members in an off line database and can generate CSV files with any data required for an upload to CiviCRM.

However we have about half of those members already with a wordpress log in, using their 4 digit member number as their username.

When I ran the synchronise users and contacts option, the contact name seems to be the email or the user entered first and last name, contact email is the same as the user email but there is no reference in the contact to the wordpress user name.

Nonetheless after manually assigning a membership to a particular contact, then logging in with that user name, the civi dashboard correctly showed the data for the member.

My questions are:

How can I get the username from wordpress into Civi as an external ID?

Should I first issue logins for the remaining members and then resynchronise or should I just import contacts direct from external database to civi? If I do this how will members log in to wordpress in the first place?

After creating a membership type, can I assign this to all contacts based on user name range?

Complications:

Several members in a family may share a single email. They currently user a common login to access the site, since WP does not allow duplicate emails, but would need individual contact records.

WP users include non members, eg officers may have a separate login with non numeric user name such as treasurer.

I think civi will be great for our organisation but getting started with the databases is not really explained well in the documents.

Donald Lobo

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Re: Wordpress - initialising Contacts and memberships
December 02, 2013, 07:51:40 am

to get the user name as an external ID, u'll need to write some custom code and/or extend the current synchronization scheme (the former is better, IMO)

if u want members to login, u'll need to create accounts for them, so might want to do that first

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Wordpress - initialising Contacts and memberships

This forum was archived on 2017-11-26.