06 September, 2019

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.

Prerequisites:

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05 September, 2019
By bgm

As many of you know, the civicrm.org is both the main site for promoting CiviCRM, and also where we blog, list extensions, promote partners and contributors, list the events organized by the community, showcase case studies, jobs offers, and provide many more features. The data from the site and from the CiviCRM database attached to it also feeds various other systems, such as some of the in-app default dashboard dashlets (welcome and blog), or the in-app extension installer. Over the past two months, over 240 people have logged-in and 26 blog posts were published.

Recently the community agreed that translation should be a major focus for the website. CiviCRM works great in many languages (officially we support 47 languages, including a few regional...

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15 August, 2019

In CiviCRM currently, if a Membership Type has Membership records in CiviCRM there is no way in the CiviCRM administration interface to change the Relationship Types that will be used to inherit this membership. This is problematic when your membership structure changes and you need to add or change the Relationship Types used for membership inheritance. This type of change can be implemented using direct database queries or API calls, however this is time-consuming, costly and potentially problematic to implement correctly. This issue has been raised and discussed on the CiviCRM Stack Exchange see https://civicrm.stackexchange.com/questions/14497/need-to-change-membership-inheritance

Introducing the new CiviCRM extension, Membership Relationship Type Editor for...

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26 April, 2019

Have you ever wished you could configure the actions you can perform after a search in CiviCRM?

It is now possible to do this with the Search Action Designer extension.

An example use case

Your organisation works with activities and one activity is send a renewal reminder by postal mail 6 weeks before the end of the membership. The activity is scheduled with CiviRules when a new membership is created.

Now you want to do the following:

  1. Search on activity send renewal reminder by postal mail and status scheduled. Possible with the Find Activities
  2. You want to generate a letter for each activity Not possible in CiviCRM at the moment
  3. And you want to set the status of the activity to completed. Possible...
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11 April, 2019

How can we find a user-friendly way of creating templates for serial letters and other mass communication? Is it possible to integrate CiviCRM with open-source online applications to facilitate the creation of office templates for our users?

This has been bothering us for some time, because many of our users find it hard to set up and work with templates in HTML format. So we started a proof of concept to check possible options… and we found an answer!

After the server version of libreoffice unfortunately turned out to be unsuitable, we found a feasible solution using the open-source office suite ONLYOFFICE, and created an extension to plug it into CiviCRM.

In a first draft version of the extension “onlyoffice”, you will be able to ….

  • Install ONLYOFFICE on a CiviCRM server and use its comprehensive functionality for document management.
  • Display files created with ONLYOFFICE in CiviCRM
  • ...
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30 September, 2018
By josh
Filed under Tools, Community

We’re continuing to use Gitlab (https://lab.civicrm.org/explore/groups) more and more as both a project management and development tool. One area that we’ve been tinkering with over the past several months is using Gitlab for feature requests in CiviCRM. As you can imagine, there’s real potential here to empower the CiviCRM community to create, discuss and promote new features and functionality in CiviCRM. There’s also potential to create a very long, very unorganized list of “to-do’s” that can serve as points of contention should they not be done or rejected outright.

After a great deal of consideration, the CiviCRM Core Team is rolling this capability out officially via the Feature Request project in Gitlab and encouraging community members to review, add and vote on feature improvements in CiviCRM. Though this project is public, meaning...

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08 August, 2018

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...

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10 July, 2018
Filed under Tools, Tips, Training

Last year at #17NTC, I met a consultant who reminded me of the dreaded phone call, “Hey, a colleague referred me to you and I want to get a quote for moving to CiviCRM.” Those phone calls are often challenging, as the client hasn’t done much in the way of organizing their needs and helping us help them.

Since that time, the consultant (Betsy Block at B3 Consults) and her partners (Public Profit) released a toolkit funded by the SH Cowell Foundation to help our clients be great clients—the Making Wise Decisions toolkit. The toolkit asks folks to take a brief quiz first and helps nonprofit organizations think about their system readiness. The toolkit itself helps nonprofit organizations organize their materials around:

  • Objectives in implementing new system

  • Program...

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10 June, 2018
Filed under Tools, GSoC, CiviCRM

Hi everyone! I'm Andy, and I'm working on the OSDI integration project for GSoC 2018. If you want more information about what this project is all about, check out the GitLab here. The source code is here. The OSDI standard is a set of standards for interoperability between products in progressive movements. For more information about OSDI, click here.

A few services that support OSDI integration are:

  • Action Network
  • ActBlue
  • CallHub

For a more detailed list, look here.

The purpose of this project is to support easy sync between resources on OSDI-compliant third parties and CiviCRM. For instance, this extension could hypothetically sync users consistently between CiviCRM and Action Network and...

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13 March, 2018
Filed under Tools, API, Architecture, Extensions

I have finished a working prototype of the form-processor and action-provider extension. See my previous blog post for where the idea came from.

Below I will explain what you can do with this extension. Lets assume we have an external website where students can signup to volunteer in a summer program. When a student has signed up we want this data to be present in CiviCRM and the student added to the group student volunteers.

So first we have to install the action-provider and form-processor extension. After that we can create our form processor, go to Automation --> Form Processor --> New Form Processor.

We then have a screen where we can enter the name, define the input fields (in our case email address)...

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