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Maniphest T96084

Change the AZL Civi import to Engage
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Description

Screen_Shot_2015-04-14_at_2.24.11_PM.png (544×1 px, 69 KB)

Are we able to change the Civi import for AZL to Engage since Engage have fully transitioned over. This involves changing the name on the import page, changing the Payment instrument and/or Contribution type to Engage in Civi. Currently it is still set to AZL and when Engage give me the upload files they fill in the Payment Instrument as Engage, which won't import to Civi. This means I have to then go in and change the Payment Instrument back to AZL for it to work.

Having everything over to Engage will also help for reconciliation purposes.

The gateway reconciliation report, and anything else that includes a list of gateways, needs to be updated.

Details

SubjectRepoBranchLines +/-
Update list of gateways in the reconciliation reportwikimedia/fundraising/crmmaster+4 -0
Rename AZ Lockbox -> Engagewikimedia/fundraising/crmmaster+15 -14
Customize query in gerrit

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Event Timeline

RLewis created this task.Apr 14 2015, 9:28 PM
RLewis assigned this task to • atgo.
RLewis raised the priority of this task from to Needs Triage.
RLewis updated the task description. (Show Details)
RLewis added a project: Wikimedia-Fundraising-CiviCRM.
RLewis added subscribers: RLewis, awight.
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptApr 14 2015, 9:28 PM
• atgo added a project: Fundraising Sprint Indigo Girls.Apr 15 2015, 10:22 PM
• atgo removed • atgo as the assignee of this task.Apr 15 2015, 10:27 PM
• atgo triaged this task as Medium priority.
• atgo updated the task description. (Show Details)
• atgo set Security to None.
• atgo edited a custom field.
• atgo added a project: Fundraising Sprint James Brown.Apr 29 2015, 10:53 PM
awight moved this task from Backlog to Doing on the Fundraising Sprint James Brown board.May 11 2015, 11:44 PM
gerritbot subscribed.May 11 2015, 11:49 PM

Change 210247 had a related patch set uploaded (by Awight):
Rename AZ Lockbox -> Engage

https://gerrit.wikimedia.org/r/210247

gerritbot added a project: Patch-For-Review.May 11 2015, 11:49 PM
awight added a comment.May 11 2015, 11:50 PM

@RLewis: When you get a chance, please upload a recent Engage file to the filesrv1, for me to test with.

RLewis added a comment.May 12 2015, 12:14 AM

@awight Here's the filepath:

smb://filesrv1/Fundraising/Tech/Major Gifts/Wiki Individual05052015

Let me know if you need anything else.

awight claimed this task.May 12 2015, 12:19 AM
awight moved this task from Doing to Review on the Fundraising Sprint James Brown board.May 12 2015, 12:30 AM
• atgo added subscribers: • Ppena, • atgo.May 12 2015, 6:19 PM

@Ppena is going to run reconciliation. @awight do we have an ETA on this for her to check on it? Thanks!

Ejegg moved this task from Review to Pending Deployment on the Fundraising Sprint James Brown board.May 12 2015, 7:30 PM
gerritbot added a comment.May 12 2015, 7:30 PM

Change 210247 merged by jenkins-bot:
Rename AZ Lockbox -> Engage

https://gerrit.wikimedia.org/r/210247

Ejegg mentioned this in rWFCG35edb4583564: Rename AZ Lockbox -> Engage.May 12 2015, 7:31 PM
awight added a project: Fundraising Sprint Kraftwerk.May 13 2015, 10:49 PM
Ejegg moved this task from Pending Deployment to Done on the Fundraising Sprint James Brown board.May 13 2015, 10:50 PM
Ejegg moved this task from Backlog to Pending Deployment on the Fundraising Sprint Kraftwerk board.
awight moved this task from Done to Pending Deployment on the Fundraising Sprint James Brown board.May 13 2015, 11:56 PM
• atgo moved this task from Backlog to UserRequests (misc) on the Wikimedia-Fundraising-CiviCRM board.May 15 2015, 5:55 PM
awight updated the task description. (Show Details)May 15 2015, 5:57 PM
gerritbot added a comment.May 15 2015, 7:22 PM

Change 211158 had a related patch set uploaded (by Awight):
Update list of gateways in the reconciliation report

https://gerrit.wikimedia.org/r/211158

gerritbot added a comment.May 15 2015, 7:28 PM

Change 211158 merged by Ejegg:
Update list of gateways in the reconciliation report

https://gerrit.wikimedia.org/r/211158

awight mentioned this in rWFCG2c1c8f16a663: Update list of gateways in the reconciliation report.May 15 2015, 7:35 PM
awight moved this task from Pending Deployment to Done on the Fundraising Sprint Kraftwerk board.May 15 2015, 7:41 PM
awight closed this task as Resolved.May 18 2015, 9:20 PM

Confirmed that there are no complaints from Engage staff, and the import works correctly.

• atgo added a project: Fundraising-Backlog.Jun 30 2015, 10:21 PM
• atgo moved this task from Triage to Closed Sprint Work Q4 1415 on the Fundraising-Backlog board.
• mmodell removed a subscriber: awight.Jun 22 2017, 9:52 PM
• DStrine edited projects, added Fr-tech-archived-from-FY-2014/15; removed Fundraising-Backlog.Jan 11 2018, 9:35 PM
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