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  • Switch Contributions from one Contact to Another
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Author Topic: Switch Contributions from one Contact to Another  (Read 1993 times)

YMNathaniel

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Switch Contributions from one Contact to Another
July 13, 2009, 02:19:17 pm
Is there a way to switch Contribution records from one Contact (Household, Individual, etc.) to another?

I added several contacts into our system as Households but now realize they really belong as Individuals. I'd like to switch their contributions over--do I need to create new contributions or can I just change what Contact the existing Contributions are associated with?

Thanks!!

Donald Lobo

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Re: Switch Contributions from one Contact to Another
July 13, 2009, 03:17:18 pm

You'll have to do this directly in the DB and update the relevant contact ids to point to the new contact id.

lobo
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YMNathaniel

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Re: Switch Contributions from one Contact to Another
July 13, 2009, 03:34:44 pm
Thanks!!

Denver Dave

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Re: Switch Contributions from one Contact to Another
July 16, 2009, 11:06:55 pm
This may have seemed like a strange request to some, but we are plagued with duplicate records and it is not unusual for the same person to have 2 records with some contributions on one and other contributions on the other.  We use first name, last name and email address for duplicate checking, but even a small difference in the name allows the duplicate.   

Maybe in a future version there could be a consolidate contact records function or something like that.

Eileen

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 01:45:20 am
DD - you have me confused - there is a consolidate contacts record function - de-duping. And you can use that to consolidate contribution & other records.

http://en.flossmanuals.net/CiviCRM/ContactsAddingAndImporting
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YMNathaniel

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 06:59:22 am
That is a great point Eileen. However, to the best of my knowledge, the de-duping system does not work across contact types--i.e. de-duping households with individuals. However the de-dup works great with like contact records (ie individuals and individuals).

Denver Dave

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 08:25:29 am
I missed the Deduping and Merging.  We on on version 1.9 and with this version the task seems to  be a global search across all contacts.  While this may be useful, in our case it times out with a max execution time.  We have 6,300 contacts and I don't think this is a large number for CiviCRM users.  I can see how finding dups could be useful. 

However, in our specific situation, we've already found the offending dup and now want to combine the records.  Perhaps a process where we give the 2 contact ids and the records are merged could be developed?

Quote
http://en.flossmanuals.net/CiviCRM/ContactsAddingAndImporting
Deduping and Merging

Duplicates can appear in your data for many reasons including mistakes by members of your staff.  They can also be created when people fill in forms about themselves on your site (e.g. event registrations).  CiviCRM has 'duplicate matching rules' to minimise the chance of this happening but there are still cases when some human intelligence needs to be applied to decide if two entries are the same person or not. F When duplicates do occur, CiviCRM provides a set of tools for finding and merging duplicate contacts.  These are accessed through the admin interface (Administer CiviCRM >> Find and Merge Duplicate Contacts).

You can set up different rules for identifying suspected duplicates.  When you use these rules (by clicking on 'use rule'), suspected duplicates are shown side by side in a table.

Eileen

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 12:47:13 pm
I think if you add gid=x to the url you can limit your dedupe search to a group so if your contacts are in a group (e.g. duplicates) you can get them that way.

YMNathaniel  - I hadn't looked at your question that clearly - I had read Dave's
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YMNathaniel

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 01:02:12 pm
No problem Eileen thanks!

Denver Dave

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 01:37:30 pm
We setup a standing empty merge group and then added two contacts to it.  Later when we get to the merge rule instruction use rule in merge duplicate contacts in CiviCRM Administration, we copy the link and change gid=1 to gid=248 .... still get exceeded maximum execution time of 30 seconds.  May be a version issue, we are on 1.9.

Eileen

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Re: Switch Contributions from one Contact to Another
July 17, 2009, 02:33:52 pm
Here's the old thread on it - it was 1.8 they were discussing

Quote
Also, when you go to the ‘Use Rule’ URL (say, http://civicrm-18/civicrm/admin/dedupefind?reset=1&action=update&rgid=1), you can limit the scope of the search to a given group by adding &gid=7 to the end of the URL; try whether that makes CiviCRM use less memory on searches.

http://forum.civicrm.org/index.php/topic,1176.0.html

http://forum.civicrm.org/index.php/topic,1132.0.html
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute
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  • CiviCRM Community Forums (archive) »
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  • Switch Contributions from one Contact to Another

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