Project

General

Profile

Exporting Salsa for CiviCRM » History » Version 21

Jon Goldberg, 09/21/2014 03:29 PM

1 1 Jon Goldberg
h1. Exporting Salsa for CiviCRM
2
3 2 Jon Goldberg
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.
4 1 Jon Goldberg
5 14 Jon Goldberg
h2. Exporting Data not on the Contact Entity
6 2 Jon Goldberg
7 7 Jon Goldberg
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
8 1 Jon Goldberg
9 8 Jon Goldberg
*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.
10
11 11 Jon Goldberg
h3. Groups
12 12 Jon Goldberg
13 3 Jon Goldberg
* Create a new report.
14
* Select the type of report you would like to create: Standard report
15
* Use "Advanced Object Chooser".
16 9 Jon Goldberg
* Report "Supporter Groups", then "Groups".  Press "Save".
17 1 Jon Goldberg
* Select the "Columns" tab and select your columns.  I like just "Supporter Key" and "Group Name".
18 7 Jon Goldberg
* In Conditions, "Group Name" should be "Not Empty".
19 4 Jon Goldberg
* Save, Run the report.
20
* Click the "Export" link.
21 1 Jon Goldberg
22 11 Jon Goldberg
h3. Tags
23 12 Jon Goldberg
24 5 Jon Goldberg
* Create a new report.
25
* Select the type of report you would like to create: Standard report
26
* Use "Advanced Object Chooser".
27
* Report on "Tags", then "Tags Data", then "Database Table".  Press "Save".
28
* Select the "Columns" tab and select your columns.  I like just "Tag" and "Table Key".
29 1 Jon Goldberg
** "Table Key" is the Supporter Key.  It's similar to "entity_id" in CiviCRM.
30 7 Jon Goldberg
* In "Conditions", "Table Name" should equal "supporter".
31 10 Jon Goldberg
* Add another condition: "Tag.Tag" is "Not Empty".
32 1 Jon Goldberg
* Save, Run the report.
33
* Click the "Export" link.
34
35 11 Jon Goldberg
h3. Events
36 1 Jon Goldberg
37 15 Jon Goldberg
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:
38
Event KEY
39
Reference Name
40
Event Name
41
Description
42
Start
43
End
44
Deadline
45
Maximum Attendees
46
47 1 Jon Goldberg
h3. Participants
48 16 Jon Goldberg
49
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"!
50
51
Note that if you're matching on a unique field from "Events", you can just export "Supporter Event" and not the "Event" table.
52
Here are the fields I exported and what I matched them to:
53
Supporter KEY	external_identifier
54
Event KEY	event_key
55
Status	status
56
Type	role
57
Date Created	register_date
58
59 19 Jon Goldberg
h3. Actions
60 17 Jon Goldberg
61 19 Jon Goldberg
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.
62 1 Jon Goldberg
63 19 Jon Goldberg
Export as above. Report on table "Action".
64
Condition: "Reference Name" is not empty.
65
66
*Note*: "Description" is likely to contain HTML that breaks the export.  I find it helpful to export it as the last column.
67
68
h3. Supporter_Actions
69 11 Jon Goldberg
70 21 Jon Goldberg
Export "supporter_action" and "supporter_action_comment" and "action".
71 20 Jon Goldberg
72
Here's the fields I grabbed with their mapping:
73 21 Jon Goldberg
supporter_key	
74
action.Reference Name
75
Date_Created
76 20 Jon Goldberg
Comment	details
77
78 11 Jon Goldberg
h3. Chapters
79 12 Jon Goldberg
80 7 Jon Goldberg
* Create a new report.
81 1 Jon Goldberg
* Select the type of report you would like to create: Standard report
82 7 Jon Goldberg
* Use "Advanced Object Chooser".
83 8 Jon Goldberg
* Report "Supporter Chapter", then "Chapter".  Press "Save".
84
* Select the "Columns" tab and select your columns.  I like just "Supporter KEY" and "Chapter.Name".
85
* In Conditions, "Chapter.Name" should be "Not Empty".
86 5 Jon Goldberg
* Save, Run the report.
87 1 Jon Goldberg
* Click the "Export" link.
88
89 7 Jon Goldberg
h3. Receive_Email field
90 1 Jon Goldberg
91
Here's a TSV of how to interpret the "Receive_Email" field.
92
code	# of records	meaning
93
-24	11066	INACTIVE: (5.1.1 User Unknown) 
94
-26	1265	INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted 
95
-3	10596	INACTIVE: UNSUBSCRIBED (actively unsubscribed by user) 
96
-30	8	INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST) 
97
-32	11	(Unknown Status) 
98
-35	1	INACTIVE (Reported as Spam): Outblaze 
99
-4	1	(Unknown Status) 
100
-42	349	INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV 
101
-44	10	INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers) 
102
-45	818	INACTIVE (Recipient Initiated Spam Report): Yahoo 
103
-46	69	INACTIVE (Recipient Initiated Spam Report): Comcast.net 
104
-47	545	INACTIVE (Recipient Initiated Spam Report): AOL
105
-48	1	INACTIVE (Recipient Initiated Spam Report): RoadRunner 
106
-50	10	ISP Specific Bounces: AIM.com Unactivated account 
107
-51	3	INACTIVE (Recipient Initiated Spam Report): Excite 
108
-52	18	INACTIVE (Reported as Spam): Earthlink 
109
-53	15	(Unknown Status) 
110
-54	1	(Unknown Status) 
111
-60	4	Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)
112
-9	5	INACTIVE: DEATH (supporter has died) 
113
0	1101	0 - Inactive or Unknown(not subscribed)
114
1	64352	1 - Imported or unknown (subscribed) 
115
10	3	ACTIVE: CONFIRMED (Double opt-in) 
116 4 Jon Goldberg
3	8924	ACTIVE: CLIENT (Client has directly signed up)
Go to top