Author Topic: How to import contributions to a campaign? (Read 2384 times)

oban · September 12, 2009, 12:19:59 am

I have a campaign set up and ready to go. The organization has already received some contributions towards the campaign and would like them to go towards the campaign goal. However, once I have imported them to CiviCRM, I cannot find a suitable way to associate them with the campaign. At least not in the user interface.

Is this possible in 2.8? If not, it should be added to this module, as it's a very important feature for us, since we gather contributions from multiple sources and cannot enter them by hand.

Can anyone help me to associate contributions with a campaign in the database?

petednz · September 12, 2009, 04:01:37 am

Is your campaign tagged as a particular 'contribution type' or somesuch - can you export some existing contribution records so you understand and can then replicate that data for your import?

oban · September 12, 2009, 07:29:53 am

Quote from: peterd on September 12, 2009, 04:01:37 am

Is your campaign tagged as a particular 'contribution type' or somesuch - can you export some existing contribution records so you understand and can then replicate that data for your import?

No, it's not. But if that's the only way to associate imported contributions with an existing campaign, then that's problematic because asking people to know that beforehand is kind of like asking for the serial number of your car in order to buy an air freshener. This should be part of the import process, like maybe in step three--choose the contribution type AND choose the campaign to associate it with.

I solved my problem by simply running a query on the civicrm_contributions table, which has a column for contribution_page_id, and I simply updated it thus:

UPDATE civicrm_contributions SET contribution_page_id={our contribution page id};

Ta-da.

petednz · September 12, 2009, 01:02:00 pm

Glad you sorted it. Since they didn't really make the donation through the 'page' then I am not sure there should be a way to import that particular data - but that doesn't help with your Goal issue.

But no I wasn't trying to imply a solution as per you car reg'n analogy - not on purpose anyhow.

When I look at what gets Exported, the Contribution Page is included in the column Contribution source, so their is a route to import this information via the Contribution Source field - while it doesn't look to me as if it will update the contribution_page_id - you would still be able to find those via a search in the Source field.

But that won't help you in terms of getting that data to show towards the fundraising Goal.

I'll wait for a wiser head to argue whether this should be do'able through Import or not.

oban · September 12, 2009, 03:17:19 pm

Quote from: peterd on September 12, 2009, 01:02:00 pm

When I look at what gets Exported, the Contribution Page is included in the column Contribution source, so their is a route to import this information via the Contribution Source field - while it doesn't look to me as if it will update the contribution_page_id - you would still be able to find those via a search in the Source field.

I think if it's part of the Exported columns, then it might as well be part of the Imported columns.

My biggest headache int he last few days has been to merge and import dozens of spreadsheets with various columns into the system towards the campaign. I learned what to do by sheer trial and error. I started over with spreadsheets whenever I figured I didn't have this field or that field in the right place, and that meant walking three steps of the import wizard. This was tedious for me, but I did it; non-technical users in the organization gave up on it very quickly.

My best experience importing data from a UI has been with Dabble DB -- watch a demo here http://www.dabbledb.com/. It'd be cool if it were that easy to import data to CiviCRM.

petednz · September 12, 2009, 03:38:48 pm

Don't feel I can comment or advise - the only suggestion that I make, as it saved me lots of hassle, was always doing a dummy export of the data types that I intended importing - that would then usually give me all the info I needed to ensure the import was smooth as possible

Donald Lobo · September 12, 2009, 09:01:46 pm

In general being more specific about how civicrm can improve things help a lot more than asking folks to go checkout a demo (yes, we have seen the dabbledb demo)

better yet, providing a patch to improve things will be even more appreciated

lobo

oban · September 12, 2009, 10:23:15 pm

Quote from: Donald Lobo on September 12, 2009, 09:01:46 pm

better yet, providing a patch to improve things will be even more appreciated

Hehe. OK, I'll give it a try.

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Author Topic: How to import contributions to a campaign? (Read 2384 times)

oban

How to import contributions to a campaign?

petednz

Re: How to import contributions to a campaign?

oban

Re: How to import contributions to a campaign?

petednz

Re: How to import contributions to a campaign?

oban

Re: How to import contributions to a campaign?

petednz

Re: How to import contributions to a campaign?

Donald Lobo

Re: How to import contributions to a campaign?

oban

Re: How to import contributions to a campaign?