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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)
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