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GROWING AND SUSTAINING RELATIONSHIPS

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Peter McAndrew

Implementor, Developer

Third Sector Design

http://www.thirdsectordesign.org

Being part of the CiviCRM community is really something to shout about! Not only is CiviCRM an amazing software package, its designed for organisations that make a difference in the world. We help non-profits across the UK gain control of their data through the power of CiviCRM.

It is without a doubt the best piece of software I've ever worked with, and I'm constantly discovering cool new features. More recently I've been working on CiviMobile as part of a project for my course at University. I'm really looking forward to seeing this being used by organisations across the globe.

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Erik Hommel

Implementer, Developer

EE-atWork

The CiviCRM community is a very friendly and helpful community. Whatever the challenge, I always get enough help from the forum or IRC to nudge me in the right direction. For me joining in a CiviCRM sprint once or twice a year is the best, meeting other community members in real life, sharing successes, challenges, problems and meals :-) Seriously, I think the active community is one of the serious assets of CiviCRM and I am proud to be part of it! And when I grow up I promise to do more :-)

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Jamie McClelland

DEVELOPER AND IMPLEMENTER

PROGRESSIVE TECHNOLOGY PROJECT

http://progressivetech.org
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Kellie Brownell

End-user

EFF

https://www.eff.org

The CiviCRM community has been a tremendous resource for new ideas and helping us solve problems. We are excited to contribute customizations EFF makes back to core and support new features such as batch entry for offline donations or multiple payment processors on one donation form.

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Amy Bucaida

Administrator

Missouri Credit Union Association

http://www.mcua.org

We are a full CiviCRM install with Drupal.

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Philippe Gervaix

Implementor

ISHR

http://www.ishr.ch

ISHR is currently in the early stages of implementing CiviCRM, and is finding the customisable aspects of the software to be especially beneficial.

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Samuel Vanhove

Developer, Implementor

Réseau Koumbit

http://koumbit.org

As non-profit consultants working for non-profit organizations, we found CiviCRM to be particularly well suited to answer the common needs of activist associations, charities and other medium-sized groups. Based in Montréal, we've helped local and international organizations migrate to CiviCRM to manage their memberships, events, communications and fundraising campaigns. We empower our clients and assist them when they need us.

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Lisa Jervis

End-user, Administrator, Implementor

Center for Media Justice

http://www.centerformediajustice.org

Civi has been an amazing tool for CMJ (and for other organizations I work with) to keep our most important data all in one place in a user friendly way.

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Jake Martin White

Implementor, Developer

PeaceWorks Technology Solutions

http://www.peaceworks.ca

PeaceWorks provides technology solutions for not-for-profit organizations. CiviCRM fills an important niche among our clients who need a flexible, comprehensive, user-friendly, web-integrated CRM solution.

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Allen Gunn

Ally, FanBoy

Aspiration

http://aspirationtech.org/

By giving the nonprofit sector a values-driven, free/open source solution for CRM needs!

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Brylie Oxley

End-user and Developer

Woolman Sierra Friends Center

http://woolman.org

Working with CiviCRM enriches our commonwealth. Any investment in CiviCRM is
shared by the community as a whole. Community organizations naturally complement the spirit of Free/Libre Software.

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Adam Wight

Developer

Giant Rabbit

http://giantrabbit.com/

Saves us from writing monstrous, custom database apps.

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Home » Blogs » annaleevk's blog

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Tales from a Blackbaud Kintera Conversion to a Drupal CiviCRM Solution - Part 2 - Converting Transactions

Submitted by annaleevk on February 9, 2012 - 13:15

Hey gang sorry it's taken me so long to get back to you but we've been busy slogging through a few outstanding issues.  For those of you who are currently in the throes of your data conversion here are a few quick words of advice.

1. Set up a local site for your data conversion so you don't run into any restrictions on how many records you can import at one time on your server, otherwise, you will spend a lot of time creating many, many small text files.

2. Learn as much as you can about the database tables and how many tables make up a single transaction. You will not be able to import all of your transaction data through the admin interface alone.  I will explain about this in detail further.

3. In order to convert past events you must create separate event records for every event. There is no way to get around this that I can see. We tried to avoid this when we converted to Kintera only to be faced with it again upon converting to CiviCRM.  We did the homework this time and now they can see what events folks attended all the way back to 2005.

4. Membership data is tricky to convert and we had a combination of several years of fixed membership data versus one year of rolling membership data. Add to this, trying to launch a seven effort renewal reminder program and I have a few more gray hairs than before.

5. Be careful about using Kintera's transaction id as your transaction key.  It will work except when you have multiple registration amounts within a single transaction, e.g., a member brings 2 non-member guests.  The transaction id will be the same for all pieces of this transaction.  You need to sum the amount by transaction for the contribution table and create a translation table for the parts of the transaction to create the right label for the event record.

6. Do use transaction id as a key for all straightforward single transactions.  I put this id in the source field for both the contribution record and the matching event or membership record.  I imported the records using the interface and then dumped out the civicrm_contribution and civicrm_membership or civicrm_participant tables.  In MS-Access, I matched the records up by transaction id and created a table with civicrm_contribution_id and civicrm_participant_id or civicrm_membership_id and then appended these records to the corresponding civicrm_membership_payment or civicrm_participant_payment table.  This is how you link the contribution records to their membership or event record.  It would be nice to be able to do this in the interface.  Idea off top of my head.  Add a key field to all tables so you would not have to use source which is used in other ways.  Import both halves of the transaction in via the interface, then run a process to find the matching records and create the appropriate payment records.

7.  For the event records, this was a bit trickier when someone paid for multiple tickets or levels.  In this instance, the contribution record stores the total amount paid but the detail of exactly what was purchased is saved in a text label in the civicrm_participant record.  Also, there is a specific separator that looks like a bunch of 000s and a 1 that you must use in this field and you must also update a table via PHPMYAdmin called civicrm_line_item.  This contains all of the detail of the # of items purchased which links back to the civicrm_participant table.

More to come as I find the time....as always feel free to contact me directly if you are faced with a specific timely issue.  Will provide whatever guidance my memory can recall..:-)

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CIVICRM


GROWING AND SUSTAINING RELATIONSHIPS

WHAT IS CIVICRM
  • Community
  • Case Studies
  • Experts
  • Contributors
  • Core Team
  • Licensing
  • Contact Us
WILL CIVICRM MEET YOUR NEEDS?
  • Contacts
  • Contributions
  • Communications
  • Peer-To-Peer Fundraisers
  • Advocacy Campaigns
  • Events
  • Members
  • Reports
  • Case Management
GET STARTED
  • Evaluate Your CRM Needs
  • Evaluate CiviCRM Features
  • Read Books
  • Documentation
  • Demo CiviCRM
  • Download CiviCRM
  • Find An Expert
PARTICIPATE
  • Join the CiviCRM Community
  • Read Our Blog
  • Community Forum
  • Attend a Training or Meetup
  • Make It Happen
  • Contribute
  • Become A CiviCRM Developer
  • Issue Tracker
  • Help with Documentation
  • Translate