Exporting Salsa for CiviCRM » History » Revision 14
Revision 13 (Jon Goldberg, 09/21/2014 12:54 AM) → Revision 14/54 (Jon Goldberg, 09/21/2014 12:55 AM)
h1. Exporting Salsa for CiviCRM
When logged in as a Manager, "Query/Export" will give you a full export of contact data. There's a "Select My Entire List" button. There's also an "include my deleted supporters" checkbox, which you may want to check (but probably not). This will NOT get you groups/tags.
h2. Exporting Data not on the Contact Entity
You need to get to custom reports. If you have the Reports tab, great; if not, you can get there by clicking "Supporter Management" tab, then "Built-in Reports", then "Clone and Edit" a report, then select "List Custom Groups". Or go straight here: https://hq-org.salsalabs.com/dia/hq/reports/list.jsp?table=report
*Important*: When selecting foreign keys (e.g. "Supporter KEY") from the Columns tab, be sure to give a custom label. This will cause the key to display correctly, instead of giving a link to the supporter's record.
h3. Groups
* Create a new report.
* Select the type of report you would like to create: Standard report
* Use "Advanced Object Chooser".
* Report "Supporter Groups", then "Groups". Press "Save".
* Select the "Columns" tab and select your columns. I like just "Supporter Key" and "Group Name".
* In Conditions, "Group Name" should be "Not Empty".
* Save, Run the report.
* Click the "Export" link.
h3. Tags
* Create a new report.
* Select the type of report you would like to create: Standard report
* Use "Advanced Object Chooser".
* Report on "Tags", then "Tags Data", then "Database Table". Press "Save".
* Select the "Columns" tab and select your columns. I like just "Tag" and "Table Key".
** "Table Key" is the Supporter Key. It's similar to "entity_id" in CiviCRM.
* In "Conditions", "Table Name" should equal "supporter".
* Add another condition: "Tag.Tag" is "Not Empty".
* Save, Run the report.
* Click the "Export" link.
h3. Events
h3. Participants
h3. Activities (aka "Actions")
h3. Chapters
* Create a new report.
* Select the type of report you would like to create: Standard report
* Use "Advanced Object Chooser".
* Report "Supporter Chapter", then "Chapter". Press "Save".
* Select the "Columns" tab and select your columns. I like just "Supporter KEY" and "Chapter.Name".
* In Conditions, "Chapter.Name" should be "Not Empty".
* Save, Run the report.
* Click the "Export" link.
h3. Receive_Email field
Here's a TSV of how to interpret the "Receive_Email" field.
code # of records meaning
-24 11066 INACTIVE: (5.1.1 User Unknown)
-26 1265 INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted
-3 10596 INACTIVE: UNSUBSCRIBED (actively unsubscribed by user)
-30 8 INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST)
-32 11 (Unknown Status)
-35 1 INACTIVE (Reported as Spam): Outblaze
-4 1 (Unknown Status)
-42 349 INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV
-44 10 INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers)
-45 818 INACTIVE (Recipient Initiated Spam Report): Yahoo
-46 69 INACTIVE (Recipient Initiated Spam Report): Comcast.net
-47 545 INACTIVE (Recipient Initiated Spam Report): AOL
-48 1 INACTIVE (Recipient Initiated Spam Report): RoadRunner
-50 10 ISP Specific Bounces: AIM.com Unactivated account
-51 3 INACTIVE (Recipient Initiated Spam Report): Excite
-52 18 INACTIVE (Reported as Spam): Earthlink
-53 15 (Unknown Status)
-54 1 (Unknown Status)
-60 4 Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)
-9 5 INACTIVE: DEATH (supporter has died)
0 1101 0 - Inactive or Unknown(not subscribed)
1 64352 1 - Imported or unknown (subscribed)
10 3 ACTIVE: CONFIRMED (Double opt-in)
3 8924 ACTIVE: CLIENT (Client has directly signed up)
Go to top