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  • CiviCRM Community Forums (archive) »
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  • Using Import (Moderator: Yashodha Chaku) »
  • Soft Credits Import
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Author Topic: Soft Credits Import  (Read 1466 times)

lkmorris

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Soft Credits Import
March 31, 2009, 12:46:03 pm
Since there is not currently an import for soft credits built into CiviContribute, I asked my developer if he would write a script to do the import directly from a comma delimited file into the database. I want to import a contribution for an organization and give a soft credit to an individual.

His statement to me was, "we're talking about pushing data around underneath civicrm's watchful gaze. how do their developers feel about this? for instance, they seem to have a very tight activity tracking/logging system, which we either have to support or ignore. are we going to blow it's mind by doing what we're talking about?"

He doesn't have the expertise/time to create this functionality using CiviCRM hooks or API's. I was hoping that importing directly to the database would be permissible?

Regards,

Pogo

Donald Lobo

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Re: Soft Credits Import
March 31, 2009, 01:06:56 pm

go for it :)

i'd make sure that the FK dependencies are satisfied (the DB will throw an error if not). Your developer might want to look at and potentially extend a combined contact contribution script we recently wrote:

http://svn.civicrm.org/civicrm/branches/v2.2/bin/ContributionProcessor.php

and potentially extend that with soft credit functionality. Please contribute your changes back if you do extend it :)

thanx

lobo
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lkmorris

  • Guest
Re: Soft Credits Import
April 01, 2009, 08:43:47 am
Thank you! I will gladly contribute it back.

Regards,

Pogo

Dave Greenberg

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Re: Soft Credits Import
April 01, 2009, 04:08:24 pm
Actually the 2.2 release does support assigning a Soft Credit to a contact while importing contribution records. The soft credit is mapped to an existing contact record either via the strict "dupe matching" fields, or internal (civicrm) contact ID, or an external identifier.

If you're wanting to import (assign) soft credits for contributions already recorded in CiviCRM, I think you can do this by importing in "update mode" (caveat - haven't tried this path).

You can try this on the public demo if you construct a simple test CSV file w/ fake or de-sensitized data:

http://drupal.demo.civicrm.org/civicrm/contribute/import?reset=1
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Soft Credits Import

This forum was archived on 2017-11-26.