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Author Topic: Advice for Drupal/CiviCRM  (Read 2285 times)

jamiers

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Advice for Drupal/CiviCRM
February 22, 2009, 07:05:56 am
Hi All,

I am just getting into CiviCRM and need some advice.  I've done some searching and am just getting a little more confused, so your help would be appreciated.

I am a teacher who is the webmaster of a local teaching union.  The union contains 150 members.  We would like to create a board where the union can communicate with its members in a protected way -- away from administrators and parents eyes.  There isn't anything nefarious going on... just we want to have open communication between 4 buildings.

The goal is to use Drupal's blogging features for union officers to communicate information to members, allow members to communicate among themselves in a forum, and have some sort of way to manage members personal information (address, etc.) and membership based on their dues, etc.  We also want event management (so members can RSVP to general meetings) and a way to email all members when the need comes up.

I thought that CiviCRM is the way to go.  I have been able to successfully import my member database into CiviCRM (minus setting up the membership -- manually for each person).  The part that I don't understand is how to get the members from CiviMember into users without a convoluted import/export instruction.  Is there anyway around this?  If there isn't, how would I get the membership chair to update both?  Would I have to do the export/import every time a new member is created in CiviMember?

Should I start with a clean database and import users into the Drupal side first?  If so, how do I get their information to come with it that CiviMember needs?  Would Organic Groups help?

There just is a huge learning curve with all the terminology.  I truly am trying to learn... just need a little direction.

I am currently using Drupal 6.9 and CiviCRM 2.2 beta.

Thanks.
« Last Edit: February 22, 2009, 07:09:37 am by jamiers »

Donald Lobo

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Re: Advice for Drupal/CiviCRM
February 22, 2009, 07:27:33 am

a few thoughts and suggestions to help you in your non-nefarious activities :)

1. You can use drupal to manage the blogs and forums

2. You can allow logged in users to access the site only and require administrator approval before a user can create an account

3. You can use CiviEvent / CiviMember and CiviMail from CiviCRM for the other stuff

4. Import all the users as drupal users. Do a sync Drupal users to contacts (to create the CiviCRM contacts)

5. Create a membership page

6. Send a CiviMail mailing to all the contacts, asking them to login and complete the membership form.

7. For new members, admin creates the user (step 4) and then the person can login and complete the membership form.

lobo
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jamiers

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Re: Advice for Drupal/CiviCRM
February 22, 2009, 07:47:20 am
To import drupal users under 6.9... which module would I use?

Donald Lobo

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Re: Advice for Drupal/CiviCRM
February 22, 2009, 08:08:57 am
for 5.x folks were using: http://drupal.org/project/user_import

i dont know what people are using for 6.x. you might want to search on the drupal.org site

UPDATE: check: http://drupal.org/node/267761 for D6 status and a module that works with D6

lobo
« Last Edit: February 22, 2009, 08:12:15 am by Donald Lobo »
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Robert_Danob

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Re: Advice for Drupal/CiviCRM
February 22, 2009, 08:53:15 pm
Is this the same as the CiviMember Sync Roles for Drupal?  Im having trouble importing my Drupal users into CiviMember also.

Kurund Jalmi

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Re: Advice for Drupal/CiviCRM
February 22, 2009, 10:06:12 pm
Quote
Is this the same as the CiviMember Sync Roles for Drupal?  Im having trouble importing my Drupal users into CiviMember also.
Nope, CiviMember Sync Role sync's CiviCRM membership with drupal role. http://civicrm.org/node/464.  User import module is to import users in drupal.

Kurund
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Robert_Danob

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Re: Advice for Drupal/CiviCRM
February 24, 2009, 10:07:57 am
Please bear with me and let me see if I understand this correctly.  CiviMember Sync Role module takes users from CiviCRM and maeks it a drupal user, correct?

I am in need of taking my drupal users, and making them civicrm users so I can use the mailing list, the event, and to make mailing lists and to send out mass emails.

I have about 50 drupal users, but I have no civicrm users.  I want them to be both drupal users and civicrm users.  I understand this is possible and it makes sense, but I dont know how to get my drupal users to become civimembers without making them sign up with civicrm and drupal also.  What module do I use to take my drupal users and automatically or import them to civimembers?

Kurund Jalmi

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Re: Advice for Drupal/CiviCRM
February 24, 2009, 10:58:00 am
Quote
CiviMember Sync Role module takes users from CiviCRM and maeks it a drupal user, correct?
Nope, as mentioned before it syncs CiviCRM  Memberships to Drupal Roles.

Quote
I have about 50 drupal users, but I have no civicrm users.
For this you just use Administer CiviCRM >> Synchronize Users to Contacts . This will create CiviCRM contacts corresponding to your Drupal users.

HTh

Kurund
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Robert_Danob

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Re: Advice for Drupal/CiviCRM
February 24, 2009, 04:45:33 pm
After reading for several hours on the Drupal and CiviCRM syncing there appears to be others with the same problem.  It goes through the motions but it doesnt work.  I did manage to gte about 6 of them working somehow but instead of a name that they used in Drupal they have an email address.

I think that civiCRM is a good program for what it is supposed to do.  However it is not a platform for an end user.  The documentaion is poorly written and hard to follow unless you spend massive amounts of time reading and rereading it.

The syncing simply says to go to the sync contacts.  This simply didnt work.  I ahve seen reports elsewhere on the net that htis is a bug?  I really wish that it worked properly but I cant get it to work.

I am trying to install this for a local club free, and I cannot spend money on a "consultant" from civiCRM.  Normally when I find software that I like I donate money to it.  IM sure that a "donation" amount will be dwarfed by consultation fees.

I wish everyone the best of luck and I think that a shoebox full of paper slips would be easier to implement.  I wish that he documentation was better.  Before any of you flame me for being critical of such great software that is free, you get what you pay for, thats true.  I only wish that I could have gottne it to work properly.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Installing CiviCRM »
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  • Advice for Drupal/CiviCRM

This forum was archived on 2017-11-26.