Exporting Salsa for CiviCRM » History » Revision 8
Revision 7 (Jon Goldberg, 09/17/2014 05:28 PM) → Revision 8/54 (Jon Goldberg, 09/17/2014 05:34 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 "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 *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. _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 "Supporter KEY" "Tag" and "Chapter.Name". "Table Key". ** "Table Key" is the Supporter Key. It's similar to "entity_id" in CiviCRM. * In Conditions, "Chapter.Name" "Table Name" should be "Not Empty". 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)Go to top