Author Topic: Matching civi mebers to Joomla contact / user (Read 12678 times)

mbrando · April 01, 2009, 01:18:01 pm

Hi,

I found this in the civi docs:

Quote

When Does CiviCRM Create a Contact Record for a User? When is a User Linked to an Existing Contact?
http://wiki.civicrm.org/confluence/pages/viewpage.action?pageId=14452376

and I've been looking at the Joomla demo site. I noticed the check for matching contact(s) button when editing a contact. How does this work? Does it look for a Joomla Contact in the contact component based on the email address or is it looking for a matching email in the Joomla user manager?

And just be clear this is supposed to make a link or connection between the civi-member datat and the Joomla CMS info when a visitor registers? If so then I guess it would looking for a match in the user manager. I'm thinking a little code and automate this.

Can anyone clarify this for me?

Thanks,
Mike

Donald Lobo · April 01, 2009, 02:11:09 pm

the check for matching contact(s), checks for contacts within the CiviCRM DB. It does not check on any non-civicrm tables

the link between a joomla user and a civicrm contact is made when the joomla user visits a civicrm page as explained in the document. This is not related to the check for matching contact(s) functionality

lobo

mbrando · April 01, 2009, 02:23:49 pm

Hi,

Oooh. So the check for matching contact is looking for contact in the organization. okay. Thank you.

Mike

mbrando · April 01, 2009, 02:27:46 pm

Hi,

I'm posting to myself, thinking out loud. I'm wondering if some of the logic or code can be borrowed from Virtue Mart. When a user in Virtue Mart signs up for an account in Virtue Mart it creates a corresponding Joomla user at that time. A little tinkering should be able to make something similar for when a Civi-member signs up or is imported.

Mike

Donald Lobo · April 01, 2009, 06:29:22 pm

note that a civicrm profile (and hence a contribution/membership/event registration) page has the ability to create a joomla user (check create CMS account in advanced settings for a profile)

lobo

mbrando · April 01, 2009, 06:37:25 pm

Quote from: Donald Lobo on April 01, 2009, 06:29:22 pm

note that a civicrm profile (and hence a contribution/membership/event registration) page has the ability to create a joomla user (check create CMS account in advanced settings for a profile)

lobo

Hi,

Very cool. So if this is set before importing the membership base then all the members imported will have a linked CMS user?

Does that sound right?

Thanks,
Mike

Donald Lobo · April 01, 2009, 07:08:23 pm

no, import does not use profiles and as such does not have the create cms user setting

will help a lot if you read the docs AND play with the various features on the demo server

thanx

lobo

mbrando · April 01, 2009, 07:15:05 pm

Hi,

Ouch. I have been reading docs and messing around with the demo. Not all features on on in the demo or I'm too new to find some of them. I really appreciate you taking time out to answer some of my pre-install questions, though.

Thanks again,
Mike

lcdweb · April 27, 2009, 08:18:40 pm

There are some ways to achieve what you need using some other joomla extensions. What I typically do is import my contact records into Civi, then export and create usernames and initial passwords for all users (who should receive access to J). I then use a J extension to import into the Joomla user manager table. Optionally I may import into Civi for initial reference and to send out a broadcast email letting people know what their assigned user/pwd is.

I can spell out the specifics in more detail if you need. I've done this with several websites where we wanted to get the user base up and running right away.

Also note that there is a CiviUser extension for Joomla that replaces the core com_user component: http://wiki.civicrm.org/confluence/display/CRMDOC/Joomla+User+Registration+Restriction

This allows you to expose a website registration page, but limit registrations to only members in good standing (not sure if you're coming from a member-based organization perspective).

mbrando · April 28, 2009, 06:00:50 am

Quote from: lcdweb on April 27, 2009, 08:18:40 pm

There are some ways to achieve what you need using some other joomla extensions. What I typically do is import my contact records into Civi, then export and create usernames and initial passwords for all users (who should receive access to J). I then use a J extension to import into the Joomla user manager table. Optionally I may import into Civi for initial reference and to send out a broadcast email letting people know what their assigned user/pwd is.

I can spell out the specifics in more detail if you need. I've done this with several websites where we wanted to get the user base up and running right away.

Also note that there is a CiviUser extension for Joomla that replaces the core com_user component: http://wiki.civicrm.org/confluence/display/CRMDOC/Joomla+User+Registration+Restriction

This allows you to expose a website registration page, but limit registrations to only members in good standing (not sure if you're coming from a member-based organization perspective).

Hi,

This is very helpful. Thank you. I think should work for the site I'm building. I'll take a look at the link you provided. The site is for a school district union. So They will be managing member closely.

Thanks,
Mike

lcdweb · April 28, 2009, 06:05:23 am

I do a lot of work with member-based organizations, and have helped with the evolution of the CiviUser component. So if you run into issues, post to this thread and I'll help.

mbrando · April 28, 2009, 06:23:26 am

Hi,

Thank you. I appreciate the offer. This will be my first CiviCRM implementation. I'm thinking I may have questions as I get into the configuration part. I've been working with Joomla for about 4 years now.

Sincerely,
Mike

philraymond · August 15, 2009, 04:47:14 pm

Hi Brian,

I am importing a membership of 250 people. I have also seen your post (http://forum.civicrm.org/index.php/topic,9313.0.html) about how to go about setting up usernames and passwords for existing members in Joomla. I could do this, but I am concerned about doing it without permission from each member. Perhaps there is a way to tap into Joomla's authentication capabilities and send members a link to authenticate their account, and hence agree to their username and password.

But I am also intrigued by what you said here, in the same post:

Quote

If a user logs into Joomla, and no uf_match record already exists (so the J! user is not connected with a Civi contact record), Civi seeks to find a match (based on the email address) when the logged in user access. That mechanism is good, but not perfect. And for a database of 2000 records, I would not rely on that as my primary "connecting" mechanism.

If I were to just populate the uf_match table with the appropriate email addresses and whatever other fields are necessary, and then send members a link to register in Joomla, would their Joomla registration connect them with their existing CiviCRM records?

Thanks,
Phil

lcdweb · August 15, 2009, 07:36:00 pm

To respond to your last question first --
no, that wouldn't work, just because Civi needs to create that record at the time of connection. The only reason that method is not perfect is that if the user registers with a different email address or different version of their name, it may not match correctly.

Fleshing out the first idea (creating some way to get user "approval" for their account) --
The Member CAre System extension (http://extensions.joomla.org/extensions/communities-a-groupware/user-management/2085) will let you send an email to people who haven't activated their account. You could import your pre-created users as unactivated, then send them an email with this to prompt them to activate and join your community.

philraymond · August 17, 2009, 03:29:59 pm

That is a pretty good idea, too.

First I'm going to play with the idea of sending an email that includes their CiviCRM Name and Email and a link to register, and asking them to be sure to use that name and email for registration. It would be even cooler if that link to register could pass those variables into the registration form and populate those 2 fields, but I'm not sure how to do that. Is this possible?

Thanks again,
Phil

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Author Topic: Matching civi mebers to Joomla contact / user (Read 12678 times)

mbrando

Matching civi mebers to Joomla contact / user

Donald Lobo

Re: Matching civi mebers to Joomla contact / user

mbrando

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mbrando

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Donald Lobo

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mbrando

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Donald Lobo

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mbrando

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lcdweb

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mbrando

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philraymond

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