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Exporting Salsa for CiviCRM » History » Version 5

Jon Goldberg, 09/17/2014 05:13 PM

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h1. Exporting Salsa for CiviCRM
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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.
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h3. To get groups/tags/chapters
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You need to get to custom reports.  The only way I've found so far is to click "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
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_groups_
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* Create a new report.
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* Select the type of report you would like to create: Standard report
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* Use "Advanced Object Chooser".
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* Report on "Contacts", then "Supporter Groups", then "Groups".  Press "Save".
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* Select the "Columns" tab and select your columns.  I like just "Supporter Key" and "Group Name".
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* Save, Run the report.
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* Click the "Export" link.
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_Tags_
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* Create a new report.
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* Select the type of report you would like to create: Standard report
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* Use "Advanced Object Chooser".
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* Report on "Tags", then "Tags Data", then "Database Table".  Press "Save".
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* Select the "Columns" tab and select your columns.  I like just "Tag" and "Table Key".
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* In Conditions, "Table Name" should equal "supporter".
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* Save, Run the report.
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* Click the "Export" link.
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Here's a TSV of how to interpret the "Receive_Email" field.
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code	# of records	meaning
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-24	11066	INACTIVE: (5.1.1 User Unknown) 
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-26	1265	INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted 
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-3	10596	INACTIVE: UNSUBSCRIBED (actively unsubscribed by user) 
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-30	8	INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST) 
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-32	11	(Unknown Status) 
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-35	1	INACTIVE (Reported as Spam): Outblaze 
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-4	1	(Unknown Status) 
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-42	349	INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV 
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-44	10	INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers) 
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-45	818	INACTIVE (Recipient Initiated Spam Report): Yahoo 
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-46	69	INACTIVE (Recipient Initiated Spam Report): Comcast.net 
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-47	545	INACTIVE (Recipient Initiated Spam Report): AOL
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-48	1	INACTIVE (Recipient Initiated Spam Report): RoadRunner 
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-50	10	ISP Specific Bounces: AIM.com Unactivated account 
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-51	3	INACTIVE (Recipient Initiated Spam Report): Excite 
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-52	18	INACTIVE (Reported as Spam): Earthlink 
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-53	15	(Unknown Status) 
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-54	1	(Unknown Status) 
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-60	4	Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)
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-9	5	INACTIVE: DEATH (supporter has died) 
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0	1101	0 - Inactive or Unknown(not subscribed)
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1	64352	1 - Imported or unknown (subscribed) 
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10	3	ACTIVE: CONFIRMED (Double opt-in) 
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3	8924	ACTIVE: CLIENT (Client has directly signed up)
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