Page MenuHomePhabricator

Matching EFT imports - not creating employer/employee relationship
Closed, ResolvedPublic

Description

Hello! I realized that the matching EFT imports aren't creating the employer/employee relationship upon import. I don't think I can do this on my end. Can you add this to the imports (Individual and Organization) so that it will log this information in Civi?

For example: CID 25528150, CID 16061430 from Organization import: https://civicrm.wikimedia.org/civicrm/search#/display/Import_843/Import_843

Individual import is here as well: https://civicrm.wikimedia.org/civicrm/search#/display/Import_844/Import_844

The import templates can be found here: https://civicrm.wikimedia.org/civicrm/imports/templates
ID: 828/829

Event Timeline

@Eileenmcnaughton Thanks for taking a look at this. I found an example of one that imported the gift, but did not link the person. Since it's real data I have saved the example file here: smb://filesrv1/Fundraising/Tech/Fr-Ops/Matching Import/Real data import files/Errors/Matching Org test file EFT.csv

You can see the gift showed up on CID 10838137, but the relationship is not there on the Org record or the Individual CID
61342876 who was soft credited.

Here is the link to the import results, which for some reason aren't showing up for me: https://civicrm.wikimedia.org/civicrm/search#/display/Import_904/Import_904

That's not showing up for me either.

Re the import showing up - it should be the case that it shows up for the person who created it & for fr-tech based on the permissions we have - so it's OK that you can't see it @Elbar53 but I'm a bit concerned about it not showing for @MDemosWMF

Change 978159 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Fix soft credit type not creating a relationship

https://gerrit.wikimedia.org/r/978159

@MDemosWMF I;m just pushing out a patch now so you can retry this - but if the link to view the import is not working for you then we should give that it's own phab.

Change 978159 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Fix soft credit type not creating a relationship

https://gerrit.wikimedia.org/r/978159

@AKanji-WMF @Eileenmcnaughton This is a part of this task that was closed, which I didn't realize T349858. We needed the EFT matching import fixed as well as the matching check import. The matching check need is still outstanding as I tested it and it does not link employer/employee. I would make another task, but I do not want it to get closed out as a duplicate. Can you let me know how to proceed?

The matching EFT is tested and working! Thank you Eileen. We are still high priority on getting the matching check fixed as well. It seems that might have fallen through the cracks. Thank you for your help getting this back in the queue. @EMartin for visibility.

@XenoRyet Per my Slack out reach. Please note.

@MDemosWMF the relationship creation is linked to the soft credit type. is the import creating a soft credit? & if so which type

(tech-speak - the update is done in the POST hook on the ContributionSoft entity)

@Eileenmcnaughton the IDs for the check import templates are 830 and 831. For the Individual check import it is creating a soft credit = workplace giving, but no relationship is created. For the Organization check import it creates soft credit = matched gift, but no relationship is created when I look at the contact.

Seems similar to the matching EFT import situation?