Exporting Salsa for CiviCRM » History » Revision 27
Revision 26 (Jon Goldberg, 01/08/2015 11:25 PM) → Revision 27/54 (Jon Goldberg, 01/11/2015 05:31 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. Donations
It's important to link the recurring donations to the donations when exporting if you need to identify the first recurring donation (e.g. to generate thank-you letters if it's a first donation and recurring).
Export on table "Donation" linked to table "Recurring Donation". You'll want these fields:
Donation.donation KEY(donation)
Donation.supporter KEY(donation)
Donation.Transaction Date(donation)
Donation.amount(donation)
Donation.Transaction Type(donation)
Donation.RESULT(donation)
Donation.First Name(donation)
Donation.Last Name(donation)
Donation.Email(donation)
Donation.Tracking Code(donation)
Donation.In Honor Name(donation)
Donation.In Honor Email(donation)
Donation.In Honor Address(donation)
Recurring donation.Transaction Date(recurring_donation)
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*|
|-24|INACTIVE: (5.1.1 User Unknown)|
|-26|INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted|
|-3|INACTIVE: UNSUBSCRIBED (actively unsubscribed by user)|
|-30|INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST)|
|-32|(Unknown Status)|
|-35|INACTIVE (Reported as Spam): Outblaze|
|-4|(Unknown Status)|
|-42|INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV|
|-44|INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers)|
|-45|INACTIVE (Recipient Initiated Spam Report): Yahoo|
|-46|INACTIVE (Recipient Initiated Spam Report): Comcast.net|
|-47|INACTIVE (Recipient Initiated Spam Report): AOL|
|-48|INACTIVE (Recipient Initiated Spam Report): RoadRunner|
|-50|ISP Specific Bounces: AIM.com Unactivated account|
|-51|INACTIVE (Recipient Initiated Spam Report): Excite|
|-52|INACTIVE (Reported as Spam): Earthlink|
|-53|(Unknown Status)|
|-54|(Unknown Status)|
|-60|Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)|
|-9|INACTIVE: DEATH (supporter has died)|
|0|0 - Inactive or Unknown(not subscribed)|
|1|1 - Imported or unknown (subscribed)|
|10|ACTIVE: CONFIRMED (Double opt-in)|
|3|ACTIVE: CLIENT (Client has directly signed up)|
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