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Exporting Salsa for CiviCRM » History » Revision 7

Revision 6 (Jon Goldberg, 09/17/2014 05:16 PM) → Revision 7/54 (Jon Goldberg, 09/17/2014 05:28 PM)

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. 

 h3. To get groups/tags/chapters 

 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 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 

 _groups_ 
 * Create a new report. 
 * Select the type of report you would like to create: Standard report 
 * Use "Advanced Object Chooser". 
 * Report on "Contacts", then "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. 

 _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". 
 * Save, Run the report. 
 * Click the "Export" link. 


 _Chapters_ 
 * Create a new report. 
 * Select the type of report you would like to create: Standard report 
 * Use "Advanced Object Chooser". 
 * Report on "Supporter", then "Supporter Chapter", then "Chapter".    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". 
 * 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 	 # of records 	 meaning 
 -24 	 11066 	 INACTIVE: (5.1.1 User Unknown)  
 -26 	 1265 	 INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted  
 -3 	 10596 	 INACTIVE: UNSUBSCRIBED (actively unsubscribed by user)  
 -30 	 8 	 INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST)  
 -32 	 11 	 (Unknown Status)  
 -35 	 1 	 INACTIVE (Reported as Spam): Outblaze  
 -4 	 1 	 (Unknown Status)  
 -42 	 349 	 INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV  
 -44 	 10 	 INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers)  
 -45 	 818 	 INACTIVE (Recipient Initiated Spam Report): Yahoo  
 -46 	 69 	 INACTIVE (Recipient Initiated Spam Report): Comcast.net  
 -47 	 545 	 INACTIVE (Recipient Initiated Spam Report): AOL 
 -48 	 1 	 INACTIVE (Recipient Initiated Spam Report): RoadRunner  
 -50 	 10 	 ISP Specific Bounces: AIM.com Unactivated account  
 -51 	 3 	 INACTIVE (Recipient Initiated Spam Report): Excite  
 -52 	 18 	 INACTIVE (Reported as Spam): Earthlink  
 -53 	 15 	 (Unknown Status)  
 -54 	 1 	 (Unknown Status)  
 -60 	 4 	 Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org) 
 -9 	 5 	 INACTIVE: DEATH (supporter has died)  
 0 	 1101 	 0 - Inactive or Unknown(not subscribed) 
 1 	 64352 	 1 - Imported or unknown (subscribed)  
 10 	 3 	 ACTIVE: CONFIRMED (Double opt-in)  
 3 	 8924 	 ACTIVE: CLIENT (Client has directly signed up)
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