CSV Import Helper

This tool helps you prepare CSV spreadsheets for importing data into various types of record in CiviCRM. Full documentation, including a worked example is available in the Documentation.

What problems does this help with?

  • You have a load of data to import as contributions or activities (etc.) to import but because this came from an external source it doesn't have CiviCRM Contact IDs in it.

Financial Summaries

Includes a number of custom searches that help give an overview of financial information. 
Useful for financial and bookkeeping staff of an organization.
 
Custom searches include:
 
  • Engagement Summary
  • Contact Financial Summary
  • Contact Financial Exclusion Summary
  • Contribtions with Pricesets
  • Financial Aging

Percentage Price Field


Screenshot of Percentage Price Field extension in action.

 

This extension allows you to add an "Additional Percentage" field to any price set, which will automatically calculate and add an additional amount to a transaction, as a configurable percentage of other selected price set options.  

Early Bird Premiums

This extension adds the ability to display a premium on a contribution page only when a certain set of membership type and status criteria are met. This enables an organization to offer "member only" premiums for early renewal or other promotions. The membership status field can also be set to "Expired" to create rejoin incentives, visible only to expired members. The extension only has parameters for membership status and type, and they can be used independently from each other.

Custom Contribution Statuses

Custom Contribution Statuses allows users to switch back and forth between core defined Contribution Statuses and custom Contribution Statuses. Without this extension, CiviCRM by default prevents switching from custom contribution statuses in an attempt to avoid accounting data corruption, since it doesn't know what entries should be posted. This extension helps organization with specialized support for non-core accounting processes.
 
Background
 

public autocomplete of organisation names

This civicrm extension allows an anonymous user to have an autocomplete field instead of a free form one for the current employer, to avoid mispelled/duplicate organisation names

Tested on the following forms:

  • profile edit (/civicrm/profile/create)
  • event registration (/civicrm/event/register)
  • contributions pages (/civicrm/contribute/transact)
  • View/edit Drupal account (e.g., /user/%uid/edit/name_and_address)

Patch welcome for other forms.