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  • Donation Uploads from point-of-sale
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Author Topic: Donation Uploads from point-of-sale  (Read 2900 times)

chankartat

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Donation Uploads from point-of-sale
June 23, 2007, 02:07:30 pm
Request to support batch donation file uploads from point-of-sales systems. Donations received from walk-in donors at fund-raising events will be entered into a point of sale system like TinaPOS(tinapos.sourceforge.net). Reason for using POS, some fund-raising events involves selling inventory items. POS enables quick turnaround at selling and receipting by having interface to touch screens, barcode scanners, cash drawer and receipt printers.

For non-inventory transactions like accepting donation, minimal donor information like name, phone, ID and donation amount will be captured by POS to issue physical receipts immediately. Donor information can be uploaded into CivicContribute later, for getting more contact information, keeping track of their donations and informing future events.

Dave Greenberg

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Re: Donation Uploads from point-of-sale
June 25, 2007, 09:46:29 am
Have you tried the existing "Import Contributions" feature (from the CiviContribute menu)? This feature requires that the contact records already exist - but assuming the POS export/upload is in CSV format and contains both donor and donation info - you could accomplish what you're looking for by doing 2 sequential imports.

* Import contact records from the POS file
* Import contributions for the contacts

If the existing functionality doesn't handle the requirements - then it would be best to detail out the requirements on the wiki and create a link on the 2.0 road-map/candidates page:
http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0
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chankartat

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Re: Donation Uploads from point-of-sale
July 02, 2007, 05:48:38 am
Yes Dave your suggestion works. Silly me I haven't read the manual carefully.

Thanks.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Donation Uploads from point-of-sale

This forum was archived on 2017-11-26.