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  • Importing contribution records: can't specify which contribution page
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Author Topic: Importing contribution records: can't specify which contribution page  (Read 1270 times)

npforce

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Importing contribution records: can't specify which contribution page
June 26, 2009, 12:24:33 pm
Hi,

I've set up CiviCRM and everything is working fine, except a little problem with CiviContribute. I've created several contribution pages for collecting donations to different funds. I also have some offline data in a csv file that I want to import into the system. However, in step 2 "Matching fields", there's no field for specifying which fund each donation goes to.

I also checked the search criteria on the "find contributions" page. It seems the field closest to what I need is "contribution page", which is the name of the page for collecting contributions. However, this field is not exposed to the importing interface. Can anyone give me a hint how to do what I want? Thanks!

Dave Greenberg

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Re: Importing contribution records: can't specify which contribution page
June 26, 2009, 05:20:37 pm
The Contribution Type field is probably better used to track "funds" (it even allows you to set an "Accounting Code"). Then you can configure your online contribution pages to use that particular contribution type.
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npforce

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Re: Importing contribution records: can't specify which contribution page
June 26, 2009, 07:23:49 pm
Thanks. What I did was putting every fund under the built-in "donation" type. But I now think new types for each fund is a better idea.

pdonovan

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Re: Importing contribution records: can't specify which contribution page
August 03, 2009, 09:17:57 pm
Will civicrm handle hundreds of contribution types? I'm considering using it for a crowdfunding activity something like kiva.org or spot.us

In other words, how would you set up donation links or widgets for 200 different projects, with a percentage funded bar for each, and be able to readily check how much has been donated for each project?

Or would you recommend another system?

thanks


Dave Greenberg

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Re: Importing contribution records: can't specify which contribution page
August 04, 2009, 09:56:15 am
There are probably several ways to accomplish this - although most (all?) will require some additional coding / use of CiviCRM API's and "hooks".

Relatively simple approach is to extend the core Contribution record with a custom field which indicates the project. Then you could expose that field on a single Online Contribution page and allow users to select it. You could also pass that custom field value into the page via URL (let's say from CMS pages which describe the projects in detail).

Depending on where / how you want to display the progress bars, you'll probably need to do a custom CMS page that uses the CiviCRM APIs to aggregate totals - grouped by the custom "project" field. There are 2 existing progress bar implementations in the codebase - one for the Personal Campaign Pages feature, and one in the flash CiviContribute widget. However I don't think either of them is quite what you need - but they could provide examples.

You might also want to explore the Personal Campaign pages feature and see if you could re-purpose / tweak that for your project-centric fund-raising.
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pdonovan

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Re: Importing contribution records: can't specify which contribution page
August 05, 2009, 05:44:04 am
Thanks, I guess it's time to upgrade to 2.2   :P

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Using CiviContribute (Moderator: Donald Lobo) »
  • Importing contribution records: can't specify which contribution page

This forum was archived on 2017-11-26.