Exporting Salsa for CiviCRM » History » Revision 20
Revision 19 (Jon Goldberg, 09/21/2014 01:43 PM) → Revision 20/54 (Jon Goldberg, 09/21/2014 03:10 PM)
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 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: Event KEY Reference Name Event Name Description Start End Deadline Maximum Attendees h3. Participants 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"! Note that if you're matching on a unique field from "Events", you can just export "Supporter Event" and not the "Event" table. Here are the fields I exported and what I matched them to: Supporter KEY external_identifier Event KEY event_key Status status Type role Date Created register_date h3. Actions Salsa has a separate table for actions, making them structurally comparable to Civi Events. A good match in Civi is the Survey entity, which is used for petitions. Export as above. Report on table "Action". Condition: "Reference Name" is not empty. *Note*: "Description" is likely to contain HTML that breaks the export. I find it helpful to export it as the last column. h3. Supporter_Actions Export "supporter_action" and "supporter_action_comment". Here's the fields I grabbed with their mapping: supporter_key external_identifier action_key lookup against max_number_of_contact Date_Created activity_date_time Comment details 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