Exporting Salsa for CiviCRM » History » Version 5
Jon Goldberg, 09/17/2014 05:13 PM
1 | 1 | Jon Goldberg | h1. Exporting Salsa for CiviCRM |
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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 | 3 | Jon Goldberg | h3. To get groups/tags/chapters |
6 | 2 | Jon Goldberg | |
7 | 3 | Jon Goldberg | 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 |
8 | 1 | Jon Goldberg | |
9 | 3 | Jon Goldberg | _groups_ |
10 | * Create a new report. |
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11 | * Select the type of report you would like to create: Standard report |
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12 | * Use "Advanced Object Chooser". |
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13 | 4 | Jon Goldberg | * Report on "Contacts", then "Supporter Groups", then "Groups". Press "Save". |
14 | * Select the "Columns" tab and select your columns. I like just "Supporter Key" and "Group Name". |
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15 | * Save, Run the report. |
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16 | * Click the "Export" link. |
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17 | 1 | Jon Goldberg | |
18 | 5 | Jon Goldberg | _Tags_ |
19 | * Create a new report. |
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20 | * Select the type of report you would like to create: Standard report |
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21 | * Use "Advanced Object Chooser". |
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22 | * Report on "Tags", then "Tags Data", then "Database Table". Press "Save". |
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23 | * Select the "Columns" tab and select your columns. I like just "Tag" and "Table Key". |
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24 | * In Conditions, "Table Name" should equal "supporter". |
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25 | * Save, Run the report. |
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26 | * Click the "Export" link. |
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31 | Here's a TSV of how to interpret the "Receive_Email" field. |
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32 | code # of records meaning |
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33 | -24 11066 INACTIVE: (5.1.1 User Unknown) |
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34 | -26 1265 INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted |
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35 | -3 10596 INACTIVE: UNSUBSCRIBED (actively unsubscribed by user) |
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36 | -30 8 INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST) |
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37 | -32 11 (Unknown Status) |
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38 | -35 1 INACTIVE (Reported as Spam): Outblaze |
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39 | -4 1 (Unknown Status) |
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40 | -42 349 INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV |
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41 | -44 10 INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers) |
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42 | -45 818 INACTIVE (Recipient Initiated Spam Report): Yahoo |
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43 | -46 69 INACTIVE (Recipient Initiated Spam Report): Comcast.net |
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44 | -47 545 INACTIVE (Recipient Initiated Spam Report): AOL |
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45 | -48 1 INACTIVE (Recipient Initiated Spam Report): RoadRunner |
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46 | -50 10 ISP Specific Bounces: AIM.com Unactivated account |
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47 | -51 3 INACTIVE (Recipient Initiated Spam Report): Excite |
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48 | -52 18 INACTIVE (Reported as Spam): Earthlink |
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49 | -53 15 (Unknown Status) |
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50 | -54 1 (Unknown Status) |
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51 | -60 4 Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org) |
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52 | -9 5 INACTIVE: DEATH (supporter has died) |
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53 | 0 1101 0 - Inactive or Unknown(not subscribed) |
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54 | 1 64352 1 - Imported or unknown (subscribed) |
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55 | 10 3 ACTIVE: CONFIRMED (Double opt-in) |
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56 | 4 | Jon Goldberg | 3 8924 ACTIVE: CLIENT (Client has directly signed up) |