03 September, 2013
By pkeogan
Filed under CiviCRM, Community

Starting with version 4.2 and 4.3,  CiviCRM has incorporated sophisticated financial batch capabilities.  However, for organizations switching from another CRM or financial system with batches,  there is currently no capability to import batches or associate contributions with batches through the standard CiviCRM import process. (Hopefully this capability will be added.)  This means that one must either manually create batches and manually associate contributions to batches or load the batches and then create the association through database inserts. For organizations with a lot of data, the only real option is to take the database insert route.

If you don't have solid database skills, I would not try loading this data, I would find someone with a good understanding of the CiviCRM data model  - like your friends at BackOffice Thinking :)

If you want to try it, here's how we recently loaded the contributions and batches for an organization with about 100,000...

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30 August, 2013

This coming Friday, September 6, is the first and most {event.event_type} CiviCRM conference on the East Coast, CiviCamp. Held in {address.location_type} downtown Washington, DC, CiviCamp is a one-day conference along with a two-day training, code and documentation sprint, and showcase reception: a chance to learn and meet other CiviCRM users, {contact.contact_sub_type}, and developers.

Register online by midnight PDT tonight, August 30, and you can save $15 off the {contribution.financial_type} for the conference. We will also accept last-minute registrations by cash, credit card, or {contribution.payment_instrument} at the door.

While you're at it,...

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15 August, 2013


Mónica Tapia-Alvarez and Isobel Platts-Dunn

Alternativas y Capacidades


In 2009, with Common Cause International technical assistance and while developing a new citizen advocacy model for educational reform, we assessed the importance of IT solutions for managing members, petitions and donations from a large number of citizens. The IT solutions that US-based organizations used were discarded because their license was extremely expensive for Latin American organizations (Convio annual license cost is around US$50,000) and had in-built US representatives and media that was useless for Latin American contexts.

Through searching for different tools (a search suggested by...

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10 July, 2013
Filed under Community, Sustainability

If you've been keeping up with blog posts on sustainability that I've been writing recently, you'll know that one of our main focuses at the moment is on ensuring the long term sustainability of CiviCRM.  A key part of these efforts is our new partner program, which we've been busy developing over the past few weeks.

We're now at a point where we would like to invite 'early adopters' to become founding partners of this programme.

Reasons to join the partner program come in two irresistable flavours:

  • direct benefits to your organisation
  • ensuring long term growth and sustainabilty for CiviCRM

Lets start with the benefits to your organisation. Join the partner program and you will get:

  • your organisation highlighted on the civicrm.org home page (rotated with supporting partners)
  • a prominent listing in our soon to be revamped service provider...
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05 July, 2013
Filed under Community, Make it happen

A quick recap on our Make it Happen 4.4. fundraising campaigns.  We've split them into successful, partially successful and unsuccessful.


These MIH were fully funded - you can expect to see the functionality released as extensions of core functionality in CiviCRM 4.4.

  • CiviBooking - this will be released as an extension for 4.4
  • Faster and more user friendly searches *** need to explain the relationship between this and the 'Ongoing Performance improvements and code maintenance' MIH - we moved money from that MIH and are considering this one successful - Coleman can give / add more details
  • Drupal webform payment integration - you'd be forgiven for not seeing this late addition which got fully funded - get ready for payment integration with your webforms!
  • Better event badges - we secured funding for...
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26 June, 2013
Filed under Community, Sustainability

Time for an update on the what we are now calling the 'supporting partners program'.  We've been busy building out the infrastructure and have some alpha pages and workflows set up on our test site. Now is a great time for some early feedback on the direction we are taking, how things are looking and functioning, and suggestions for making things better. It is also a great time for you to volunteer to take on specific tasks (see CRM-12479).

As soon as we have finalized the fee structure (hopefully next week) we'll be kickstarting the partner program with a founding partners drive. Founding partners will get extra recognition in their badges and online listings, extra thanks from civicrm.org, other benefits, and will generally be thought of as awesome.

Here's a quick overview of what we have done so far.


You can see a list of supporting partners...

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22 May, 2013
Filed under Community, Sustainability

At CiviCon San Francisco, and at the sprints that followed, we spent a fair amount of time on the subject of ‘CiviCRM as a self-sufficient and financially sustainable ecosystem’. These discussions were wide ranging and super interesting (thanks to Peter Petrik from Skvare for his input and help facilitating). Following from these discussions, we have set ourselves two high level goals for the next 3 years:

  • Make CiviCRM a financially sustainable ecosystem, funded primarily through its community of users and service providers
  • Ensure that the community is aware of how much it costs to ‘run’ CiviCRM, and how any money that they contribute gets spent

These two goals are pretty closely related since if we are trying to do 1, then it is reasonable to expect 2.

In this blog post, I’d like to set the scene a little, and introduce one concrete way that we can get started out along this road: a service...

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