This blog post explains how you could insert data from a CSV file into CiviCRM. We use Pentaho Data Integration to read the CSV file and to call a Form Processor in CiviCRM.
This blog post is an example and when you follow the steps described in this post you can run the same import as me.
Pentaho is a tool to extract and transform data.
The form processor is an extension to create end points for forms in CiviCRM. Those end points can then be called through the api.
- Pentaho Data Integration installed on your computer (https://sourceforge.net/projects/pentaho/)
- Form processor extension installed in CiviCRM (https://lab.civicrm.org/extensions/form-processor/)
- Know your Site Key and API key (the api key is attached to a civicrm user). See...
I didn’t hide the fact that I’d been feeling daunted by the prospect of the Sprint. Knowing that I’d be the least techie by some way even amongst the non-devs, I was also acutely aware of being a newbie to the community - after a year and a half as a CiviCRM user, I’d only had five weeks of working with Rose Lanigan and learning the basics of implementation. But I needn’t have worried, soon realising that:
a) In any group, someone has to be the least technical. It’s an opportunity to learn and to bring a different perspective.
b) The community is made up of the most welcoming and friendly group of people I could have imagined. Crazy at times, yes! But that’s not a bad thing…
And what a week it was.
After lunch and introductions on the first day, we split off into devs and non-devs. The latter group got to work on improving documentation.
This meant quickly being introduced to my new friends, GitHub, markdown and pull requests. My first...Read more
The Civi Summit was a great event - full of lots of nice surprises. One that stands out for me was that what started out as some wishful thinking - namely having the ability to provide on-page tours/tutorials - ended up with us being able to beta test a 'proof of concept' before we left.
While some amongst us (ahem) were sampling the whiskey and fine IPAs late in the evening along to the strumming of the musically-able folk, others remained focussed on their laptops - and in Coleman's case this meant getting us a working prototype of a tour/tutorial system for civi pages.
This will give us all the ability to create user guidance on the screen, with settings to determine which Group members get which tutorials, whether they can skip/defer and come back to them later, multi-language/translation options and lots more.
You will even be able to daisy-chain your tutorials together so a new user can take themselves on a very quick but comprehensive tour of the many...Read more
In this blog post I want to show how you could use the new form processor extension to handle form submissions from an external website.
My (imaginary) organisation provides buddies for young people and the form on our website is submitted when somebody is interested in becoming a buddy for a teenager. We ask for the name, address, e-mail, telephone number, birth date and gender.
After the person has submitted the form one of our employees should make an intake phone call with the person and this should happen within a month.
When the form is submitted we want to have the following situation in CiviCRM:
- A new individual with subtype Buddy is created
- The new individual is added to the group 'Interested in becoming a buddy'
- An activity of type 'Intake' is added and scheduled a month ahead
In this blog post I am going to show how you could create...Read more
Last week we had a remote sprint to improve documentation, and wow, what a success it was!
- The sprint was focused on improving the User Guide.
Check out everything we did.
GitHub tells us:
Excluding merges, 14 authors have pushed 86 commits to master and 88 commits to all branches. On master, 206 files have changed and there have been 1,182 additions and 1,917 deletions.
Notably, we made significant progress on adding cross-references to improve navigation and discoverability (though there's still some more work to do here).
Furthermore, some people also did some work on...
We've chosen one 72-hour block for the sprint as follows. Mark your calendars, and join us for however much time you like during this window.
|LA||Wednesday, March 21 at 6 pm||Saturday, March 24 at 6 pm|
|Denver||Wednesday, March 21 at 7 pm||Saturday, March 24 at 7 pm|
|Chicago||Wednesday, March 21 at 8 pm...|
Two months ago, I launched a Make It Happen campaign to build a System Administrator Guide with the goal of migrating the installation, setup, and upgrade documentation out of the wiki and into a beautiful guide on our new documentation platform. Amazingly, the MIH campaign reached its $2,000 USD minimum in only 4 days — which meant I could get to work right away!
Now I've completed this content migration and am excited to share the System Administrator Guide with you, in all its glory...
Before you thank me, join me in thanking these partners and community members who made this project happen by backing the campaign:
- Nubay Services
- Seamus Lee
- Eileen McNaughton...
Are you a system administrator who installs, configures, upgrades, or integrates CiviCRM?
Your time has come! A System Administrator Guide will soon be on its way! ... hopefully...
I've just launched a Make It Happen campaign to build the System Administrator Guide. If I can raise $2,000 USD by October 15th, I will migrate the installation, setup, and upgrade documentation out of the wiki and into a beautiful guide on our new documentation platform....
CiviCooP and Systopia and Palasthotel have been working together on CiviProxy and CiviProxy. This blog is a round up of what we have achieved in the last couple of days. The first thing we have achieved is that we had fun and a very good work atmosphere. We made long days and made lots of progress.
What are CiviProxy and CiviMcRestFace?
CiviProxy is a script to act as an application firewall for CiviCRM. It could be used to put your civicrm in secure network. CiviProxy is the gatekeeper to which external systems, such as your website, connect (this is for example when a user signs a petition on your website and the website submits this data to your CiviCRM). CiviProxy will make sure the call is from the right place (ip-adress) and is only doing what allowed to do.
CiviMcRestFace (CiviMRF) is a framework to be used in other systems (such as your external website) to connect to CiviCRM. The framework itself is...Read more
Just a heads up for the community that "Using CiviCRM" by Joe Murray and Brian Shaughnessy is Packt Publishing's free book of the day. See https://www.packtpub.com/packt/offers/free-learning.
This book is a good overview of the system despite being written for a much older version of CiviCRM. In particular the early chapter on planning your CRM implementation is still applicable and valuable information that is often overlooked.
Packt Publishing also has a second edition available at: https://www.packtpub.com/web-development/using-civicrm-second-edition and a cookbook at https://www.packtpub.com/web-development/civicrm-cookbook