Tools

Insert data from a CSV file into CiviCRM

Published
2019-09-06 06:59
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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:

A better way of creating office templates for CiviCRM

Published
2019-04-11 05:35
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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!

Managing Feature Requests in Gitlab

Published
2018-09-30 16:55
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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.

Using CiviCRM form processor extension to handle form submissions from an external website

Published
2018-08-08 06:03
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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.

A little preparation helps good organizations be great clients

Published
2018-07-10 15:02
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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.

CiviCRM-OSDI Project Updates

Published
2018-06-10 23:03
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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.

Prototype of form-processor and action-provider extension

Published
2018-03-13 08:38
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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.