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Exporting Salsa for CiviCRM » History » Version 17

Jon Goldberg, 09/21/2014 01:30 AM

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h1. Exporting Salsa for CiviCRM
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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.
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h2. Exporting Data not on the Contact Entity
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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
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*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.
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h3. Groups
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* Create a new report.
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* Select the type of report you would like to create: Standard report
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* Use "Advanced Object Chooser".
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* Report "Supporter Groups", then "Groups".  Press "Save".
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* Select the "Columns" tab and select your columns.  I like just "Supporter Key" and "Group Name".
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* In Conditions, "Group Name" should be "Not Empty".
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* Save, Run the report.
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* Click the "Export" link.
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h3. Tags
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* Create a new report.
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* Select the type of report you would like to create: Standard report
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* Use "Advanced Object Chooser".
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* Report on "Tags", then "Tags Data", then "Database Table".  Press "Save".
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* Select the "Columns" tab and select your columns.  I like just "Tag" and "Table Key".
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** "Table Key" is the Supporter Key.  It's similar to "entity_id" in CiviCRM.
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* In "Conditions", "Table Name" should equal "supporter".
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* Add another condition: "Tag.Tag" is "Not Empty".
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* Save, Run the report.
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* Click the "Export" link.
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h3. Events
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As above, but no conditions, and report on the "Event" table.  If you're only importing legacy events, this is a good list of easy fields to import:
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Event KEY
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Reference Name
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Event Name
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Description
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Start
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End
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Deadline
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Maximum Attendees
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h3. Participants
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As above.  Report on tables "Supporter Event", then "Event".  Note that there are a lot of tables that _look_ like "Supporter Event", like "Supporterevent" and "Supporter Events"!
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Note that if you're matching on a unique field from "Events", you can just export "Supporter Event" and not the "Event" table.
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Here are the fields I exported and what I matched them to:
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Supporter KEY	external_identifier
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Event KEY	event_key
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Status	status
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Type	role
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Date Created	register_date
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h3. Activities (aka "Actions")
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Salsa has a separate table for actions, making them structurally more comparable to Civi events than Civi activities.  Supporters are joined via a many-to-many relationship to the action (supporter, supporter_action, supporter).
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h3. Chapters
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* Create a new report.
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* Select the type of report you would like to create: Standard report
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* Use "Advanced Object Chooser".
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* Report "Supporter Chapter", then "Chapter".  Press "Save".
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* Select the "Columns" tab and select your columns.  I like just "Supporter KEY" and "Chapter.Name".
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* In Conditions, "Chapter.Name" should be "Not Empty".
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* Save, Run the report.
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* Click the "Export" link.
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h3. Receive_Email field
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Here's a TSV of how to interpret the "Receive_Email" field.
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code	# of records	meaning
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-24	11066	INACTIVE: (5.1.1 User Unknown) 
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-26	1265	INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted 
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-3	10596	INACTIVE: UNSUBSCRIBED (actively unsubscribed by user) 
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-30	8	INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST) 
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-32	11	(Unknown Status) 
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-35	1	INACTIVE (Reported as Spam): Outblaze 
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-4	1	(Unknown Status) 
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-42	349	INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV 
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-44	10	INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers) 
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-45	818	INACTIVE (Recipient Initiated Spam Report): Yahoo 
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-46	69	INACTIVE (Recipient Initiated Spam Report): Comcast.net 
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-47	545	INACTIVE (Recipient Initiated Spam Report): AOL
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-48	1	INACTIVE (Recipient Initiated Spam Report): RoadRunner 
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-50	10	ISP Specific Bounces: AIM.com Unactivated account 
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-51	3	INACTIVE (Recipient Initiated Spam Report): Excite 
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-52	18	INACTIVE (Reported as Spam): Earthlink 
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-53	15	(Unknown Status) 
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-54	1	(Unknown Status) 
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-60	4	Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)
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-9	5	INACTIVE: DEATH (supporter has died) 
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0	1101	0 - Inactive or Unknown(not subscribed)
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1	64352	1 - Imported or unknown (subscribed) 
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10	3	ACTIVE: CONFIRMED (Double opt-in) 
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3	8924	ACTIVE: CLIENT (Client has directly signed up)
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