Exporting Salsa for CiviCRM » History » Revision 26
Revision 25 (Jon Goldberg, 12/26/2014 06:15 PM) → Revision 26/54 (Jon Goldberg, 01/08/2015 11:25 PM)
{{lastupdated_at}} by {{lastupdated_by}}
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 Your Custom Reports". 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 "action" and "supporter_action" and "supporter_action_comment" in that order.
Condition: supporter_key IS NOT NULL
Here's the fields I grabbed with their mapping:
supporter_action.supporter_key
action.Reference Name
supporter_action.Date_Created
supporter_action_comment.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*|*meaning*| code # of records meaning
|-24|INACTIVE: -24 11066 INACTIVE: (5.1.1 User Unknown)|
|-26|INACTIVE: Unknown)
-26 1265 INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted|
|-3|INACTIVE: formatted
-3 10596 INACTIVE: UNSUBSCRIBED (actively unsubscribed by user)|
|-30|INACTIVE user)
-30 8 INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST)|
|-32|(Unknown Status)|
|-35|INACTIVE (BLACKLIST)
-32 11 (Unknown Status)
-35 1 INACTIVE (Reported as Spam): Outblaze|
|-4|(Unknown Status)|
|-42|INACTIVE Outblaze
-4 1 (Unknown Status)
-42 349 INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV|
|-44|INACTIVE MSN/Hotmail/WebTV
-44 10 INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers)|
|-45|INACTIVE (Juno/NetZero/FreeServers)
-45 818 INACTIVE (Recipient Initiated Spam Report): Yahoo|
|-46|INACTIVE Yahoo
-46 69 INACTIVE (Recipient Initiated Spam Report): Comcast.net|
|-47|INACTIVE Comcast.net
-47 545 INACTIVE (Recipient Initiated Spam Report): AOL| AOL
|-48|INACTIVE -48 1 INACTIVE (Recipient Initiated Spam Report): RoadRunner|
|-50|ISP RoadRunner
-50 10 ISP Specific Bounces: AIM.com Unactivated account|
|-51|INACTIVE account
-51 3 INACTIVE (Recipient Initiated Spam Report): Excite|
|-52|INACTIVE Excite
-52 18 INACTIVE (Reported as Spam): Earthlink|
|-53|(Unknown Status)|
|-54|(Unknown Status)|
|-60|Bad Earthlink
-53 15 (Unknown Status)
-54 1 (Unknown Status)
-60 4 Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)| @democracyinaction.org)
|-9|INACTIVE: -9 5 INACTIVE: DEATH (supporter has died)|
|0|0 died)
0 1101 0 - Inactive or Unknown(not subscribed)| subscribed)
|1|1 1 64352 1 - Imported or unknown (subscribed)|
|10|ACTIVE: (subscribed)
10 3 ACTIVE: CONFIRMED (Double opt-in)|
|3|ACTIVE: opt-in)
3 8924 ACTIVE: CLIENT (Client has directly signed up)| up)
Go to top