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Author Topic: External ID questions  (Read 624 times)

permaculturegeek

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External ID questions
March 25, 2014, 11:08:52 pm
Given that I am importing contact then memberships then contributions and we have duplicate email addresses in our data (for people who registered together) it seems sensible to match our old Member ID with the External ID field.
However, External ID seems to be a "special" field in that it isn't exposed anywhere in contact view/edit or in Advanced search. Our members occasionally need to access their ID (for example we recently had members told they could get a discount to an event overseas if they supplied their national association membership ID).

Would the best fix for this be to create a custom field, duplicate the data column, and map to both fields?

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johns

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Re: External ID questions
March 26, 2014, 12:12:39 am
We use it this way. It's there in Advanced Search, and in contact edit.

It's a little messy, because it sounds like your current members (like ours) are people who have only one membership, and so the ID for a membership is actually the ID for a person. Civi looks at it a bit differently -- a person can have multiple kinds of memberships, and each membership has an ID. This might not affect what you are doing, but it's something to be aware of. For example, if you need to import memberships more than once, you can't count on de-duplicating based on External ID.




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petednz

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Re: External ID questions
March 26, 2014, 12:16:06 pm
Depends on how attached you/others are to their existing membership ID.
The 'best' fix in my view would be something like the following

import old membership id as external id
- inform members you have a new system and hence a new id
- give them their civi id
- use the External ID to import other data since you can match on that (not sure about the comment above about de-duping not working as i am pretty sure you can set Matching Rules to work on just Ext ID - but you don't need to using the Import Wizard since picking the External ID field is sufficient)

If very attached to old numbers then something like
- start with an empty civi
- mess with you spreadsheet before importing so you have a row for every number up to and including your latest Member
- include an extra field and set it so you know that you can use it to remove the 'ghosts' you created for non existent members
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permaculturegeek

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Re: External ID questions
March 28, 2014, 03:44:03 am
Our old IDs are constructed from the member's initials and their first joining date, do tend to be useful and memorable.

One thing I noticed - after importing, I ran Merge Duplicates, and in cases where a contact had to be merged with an email-baed contact (from our initial syncing of all Drupal members) the External ID was not merged across, hence my memberships import failed for those rows with "Match not found"

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  • Old sections (read-only, deprecated) »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • External ID questions

This forum was archived on 2017-11-26.