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Author Topic: Synchronize Contacts-to-Users?  (Read 2265 times)

kripaludas

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Synchronize Contacts-to-Users?
June 18, 2007, 10:31:34 am
I'm testing a new Drupal/CiviCRM setup. In the admin area there's a button for "Synchronize
Users-to-Contacts." Generally, this appears redundant because it seems to work fine that when a user signs up for an account in Drupal, he is automatically added as a contact in CiviCRM.

Questions:
1. What is the usefulness of "Synchronize Users-to-Contacts" when it seems this is automatic anyhow?
2. Is there an easy way to see a list of all new users that have been added as contacts each time an admin logs into CiviCRM?
3. What about the reverse? When I add a contact in CiviCRM is there some way for it to also automatically create a new User in Drupal--Synchronize Contacts-to-Users? Or would that be problematic somehow?


kripaludas

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Re: Synchronize Contacts-to-Users?
June 18, 2007, 10:50:31 am
Okay, I found some of the answers in the install documentation--see below.

1. The synch button is only really needed for new installs to initially bring Drupal users into CiviCRM. Otherwise, all new Drupal users are added as CiviCRM contacts.
2. I'm still fuzzy on Contacts to Users though but I guess I can test it myself. Where I'm fuzzy is: what if a contact has been created in CiviCRM but they are not an authenticated user in Drupal. Then next week, they come to the website and sign-up in Drupal. Will that record be automatically matched or flagged somehow in relationship to the contact record already in CiviCRM?



Quote
Create CiviCRM Contacts for Existing Drupal Users

Once installed, CiviCRM keeps your Drupal Users synchronized with corresponding CiviCRM contact records. The 'rule' is that there will be a matched contact record for each Drupal user record. Conversely, only contacts who are authenticated users of your site will have corresponding Drupal user records.

When CiviCRM is installed on top of an existing Drupal site, a special CiviCRM Administrative feature allows you to automatically create CiviCRM contacts for all existing Drupal users:

    * Login to your Drupal site with an administrator-level login
    * Click the CiviCRM link in the main navigation block
    * Click Administer CiviCRM
    * Click Synchronize Users-to-Contacts in the top group of icons

Dave Greenberg

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Re: Synchronize Contacts-to-Users?
June 18, 2007, 10:54:04 am
The primary use for the "Synchronize..." function is for Drupal sites that already have a bunch of users - and CiviCRM is being added to the site. The function creates CiviCRM contact records for all of the Drupal users who created their accounts prior to CiviCRM being installed/enabled.

You can sort Drupal's listing of users by the "Member For" column - which will give you a quick snapshot of new users.  (drupal/admin/user/user path). You can also use CiviCRM advanced search - "Change Log" pane - to see contacts which have been added or created in a given date range.

There is no built-in way to automatically create a new Drupal user when a contact is added - and I'm not sure this would be desirable. HOWEVER, 1.8 includes a new feature which allows you to offer folks the option to create an Drupal User account "inline" with a CiviCRM Online Contribution and/or Event Registration and/or Profile-Signup form.

http://issues.civicrm.org/jira/browse/CRM-1633

Regarding your new question:
Quote
2. I'm still fuzzy on Contacts to Users though but I guess I can test it myself. Where I'm fuzzy is: what if a contact has been created in CiviCRM but they are not an authenticated user in Drupal. Then next week, they come to the website and sign-up in Drupal. Will that record be automatically matched or flagged somehow in relationship to the contact record already in CiviCRM?

In the case you've noted, CiviCRM will attempt to link the new user to an existing contact by matching the Drupal user email address to the CiviCRM primary email address.
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jimi089

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Re: Synchronize Contacts-to-Users?
March 05, 2008, 09:30:54 am
Quote from: Dave Greenberg on June 18, 2007, 10:54:04 am
There is no built-in way to automatically create a new Drupal user when a contact is added - and I'm not sure this would be desirable. HOWEVER, 1.8 includes a new feature which allows you to offer folks the option to create an Drupal User account "inline" with a CiviCRM Online Contribution and/or Event Registration and/or Profile-Signup form.

I see that there is an optional signup, but is there any way to require they sign up for a Drupal account?

Dave Greenberg

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Re: Synchronize Contacts-to-Users?
March 05, 2008, 10:01:11 am
No - not without making some code changes. You might be able to manage this on the template side with some added javascript - in which case you could use a custom template and not have to make any codebase changes...

http://wiki.civicrm.org/confluence/display/CRMDOC/Customizing+CiviCRM+Screens
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jimi089

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Re: Synchronize Contacts-to-Users?
March 06, 2008, 08:26:27 am
Thanks Dave.

Has anyone successfully accomplished this? It seems like something others might have tackled already....

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  • Synchronize Contacts-to-Users?

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