Mon, May 11
Thanks @Eileenmcnaughton! I did a spot check and they looked good.
Thu, Apr 30
Go for it! Thank you!
Wed, Apr 29
Works for me! I think it would be good to update later if we can as the group will appear larger too.
Ah I see now. Thanks for manually updating those! I'm wondering if there's a way to skip updating those without a ts address since it leads to two addresses in the contact when they weren't updated? Not a big deal if it complicates it though.
@Eileenmcnaughton Thanks! Could you share a CID of one of those with no ts address? I think might impact a lot of the contacts in the full file.
Apr 28 2020
@Eileenmcnaughton Great thank you! These two contacts look good to me. Glad the existing mapping works to use again. Does it matter that the column order has changed or did you just update that?
Apr 20 2020
Apr 14 2020
@MBeat33 Engage processes a variety of gift types that come in via EFT, mostly DAF and matching gifts. The best way to tell if it's a DAF is via the Gift Source field and it would be marked as Donor Advised Fund. For regular individual donations, they would mark the gift source as a community gift or benefactor gift.
Cool, I'll proceed with this file. Thanks for your help!
Apr 13 2020
Thanks @Eileenmcnaughton. I spot checked throughout the file and it does appear that most of the dupes are at the beginning of file. When I go further into the file, they all appear to be new donors. I guess the order of the contact IDs?
Apr 9 2020
ssh-rsa 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 email@example.com
Apr 8 2020
Mar 30 2020
@Dwisehaupt She is all set with her current certificate. Thanks!
Mar 24 2020
@Dwisehaupt She likely will use the other computer once she is able to return to her office. That's good to know! I'll ask her to install the one already issued to her and let you know if she has any issues or doesn't have it.
Mar 23 2020
Thank you @Eileenmcnaughton!
Mar 18 2020
@Eileenmcnaughton Confirmed - latest is Feb 2020.
Feb 26 2020
@Eileenmcnaughton Thanks, it looks like the emails are going out now!
Jan 16 2020
Nov 2019-Jan 2020 works great!
Jan 13 2020
@Eileenmcnaughton Thanks for this info. Is there any way to take out the need to go back and delete Manually Entered and save? This would be a bit cumbersome for Engage especially when dealing with high volume and I'd love to make the process less manual.
Hi All, it looks like the automatic TYs haven't been going out. When I search for DAF gifts with email addresses, there are a few hundred that show with a status of "Thank-you Not Sent". The no thank you reason says "Manually entered."
Jan 8 2020
Nov 11 2019
@Eileenmcnaughton It seems that's not being applied unfortunately, as it shows as a conflict if one is empty and you need to check it.
Nov 8 2019
@Eileenmcnaughton When merging, I found that many of the prospect fields that had conflicts due to information being added in the duplicate record didn't move over unless I clicked on the check box for them on the merge page. Is it set up to automatically move data over if the field was previously blank? This issue came up in most MG records I merged.
@Cstone Same! And just to confirm, if there is no email address, the Thank-You Sent field will remain blank? We'll need to go back and pull those that didn't receive the automatic TY so that would be the easiest way to tell who still needs one.
@Cstone Thanks! I see now what the issue was now. I was clearing out the field, but then entering in a date under Thank-You Sent. It looks like if I enter in a date in the Thank-You Sent field, it doesn't send, but if I leave it blank, it will trigger the TY email.
@Cstone Awesome thanks! And on the contribution record, how does the thank you get triggered? I was able to generate this TY in Batch Data Entry, but wasn't able to trigger one manually on my own record.
Nov 6 2019
@Cstone and @Eileenmcnaughton Thanks so much for this! To confirm, is this live on production? Also, does this apply to contributions added on the contact record or the batch data entry page or both? Just want to make sure I give Engage the right info.
Oct 8 2019
Oct 7 2019
@Eileenmcnaughton I was able to get them all imported by dividing into different files. Dividing worked for about half and then I received the error again. I tried re-exporting the remaining donations and that seemed to work. Not sure what the issue was but at least able to successfully get all the donation in Civi.
Oct 4 2019
Hm that's strange. It did fail off the bat. I just tried again and received the same error.
Oct 3 2019
Thank you! Just saw this and realized that the issue I just experienced with importing this morning might be related? T234556
The file is here for reference: Tech/Stripe/Reimport for Stripe
Oct 2 2019
@Eileenmcnaughton Yes, done! Thank you!
Sep 23 2019
@mepps That would be great!
Sep 20 2019
This also ties in with the batch data entry task (T230450)
Sep 16 2019
@Eileenmcnaughton Awesome thanks so much!!
Sep 4 2019
@Eileenmcnaughton I created a new import "TargetSmart Import 2019 - Gender" and added the Primary -Supplemental Address 1 field as the last field in the mapping. Does the file need to be updated as well?
Sep 3 2019
Got it. Could I create a new import mapping to not mess with the field mapping for the future? As you know, the current export mapping page can be cumbersome to deal with.
@Eileenmcnaughton Is it possible to just import the Gender column? The rest of the information is already imported.
Aug 29 2019
Ah got it. Well that's not TOO bad then.
Great news! Were there many rows with bad data that caused issues?
Aug 27 2019
Wonderful! Thanks so much.
Aug 19 2019
Ah I see those now! These look good to me.
Aug 15 2019
@Eileenmcnaughton Thanks! I just looked at them and it seems that the street address is missing from the Old 2019 address and all of the prospect fields are missing. Is it set up so that if there is a change in address, it would be fully included? I think we'd want both in there.
Aug 14 2019
I know. :( Sometime in the next month would be great. I can manually update in the meantime.
Jul 25 2019
@Eileenmcnaughton Hm that's odd! Those values ($250,000 - $499,999, $750,000 - $999,999) were used in the previous import this spring and are already in the drop down options for the Estimated Net Worth Field. Does that mean that only the old ones are reflected in the db? I see all the new ones I added under the multiple choice options, which should have all the needed mappings.
Jul 24 2019
@Eileenmcnaughton No, for some reason, the street address is called that in their file.
This is great, thanks @Eileenmcnaughton! Yeah they do have some extra/unneeded columns in there (mostly duplicate type fields as you've seen).
Jul 8 2019
Jun 10 2019
Apr 25 2019
Wonderful - thank you!! Looks like the count has gone down a lot to ~1600. I'm guessing those are the ones that don't have matches since the merge list is much lower, but will give it some more time.
Apr 24 2019
Confirmed that it looks like lots still need to be matched. The number hasn't changed in the past hour or so. Does it do the matching in spurts or could we possibly do a specific dedupe job to match the rest if there was some sort of issue?
Okay so I was able to import the whole list in segments. @Eileenmcnaughton How long would you suggest waiting for the dedupe to fully scan? A chunk of the list have deduped but don't want to delete any with just email address if it's still doing its thing.
@Eileenmcnaughton Sorry false alarm - the dedupe process was just taking longer than expected. I think the fix worked!
So I just tested a few and now it seems like it's creating duplicate records for all of them, even those that should match on email. Example: CIDs
31744803 and 31744756 are already in Civi but the import created CIDs 31887442 and 31887441.
@Eileenmcnaughton Hooray! I'll test today and let you know my results.
Apr 17 2019
@Eileenmcnaughton This report also seems to be acting out with getting out of order: instance/145
Apr 15 2019
Thanks @Eileenmcnaughton. That seems to have worked!
Apr 12 2019
@Eileenmcnaughton I've been testing around and cleaning up the listings. Overall it works great! Some wonkiness occurred with the Benefactors 15000-49999 report though after a few times of refreshing the report, and now it seems to be out of order after going through and updating the Order as field.
Mar 25 2019
Examples discussed in Fortnightly:
Mar 20 2019
@Eileenmcnaughton Thanks! I love that idea of removing 'The' from the sort name and using that to help dedupe. I have a feeling that has caused a fair amount of unseen dupes.
Mar 18 2019
@MBeat33 I think these requests would be useful! I also usually use the oldest record to merge any pertinent new data into when merging two records. Re: 2a., would the default on the right side of the interface result in the older record being considered as the duplicate and then getting merged into the newer one?
Mar 12 2019
Okay great! Then I think we're all set. :) Thanks @Eileenmcnaughton.
@Ejegg That worked! One thing I noticed is that the contacts all show under the contact "Citibank" rather than "Citibank Import." Not sure if that matters, but wanted to flag. :)
@Eileenmcnaughton I attempted the same files on Live but it's giving me an error message: "This page isn’t working civicrm.wikimedia.org is currently unable to handle this request.
HTTP ERROR 500"
Mar 8 2019
Okay the latest test was a success!
@Ejegg Oh interesting! It Looks like Finance added that in by accident. I'll test again.
Mar 7 2019
Thanks! I just tested and overall is working well. I imported the September tab and 1 of them was rejected as a duplicate. Could it be because there were 2 donations of the same amount?
@Eileenmcnaughton thanks, these look great. Some comments to your questions are below!
Mar 1 2019
Feb 28 2019
It went well! Thanks so much, @Eileenmcnaughton!
Feb 22 2019
My initial testing has gone well overall, but there seems to be a big discrepancy in the total of what I imported and what shows under Find Contributions. The total in Civi is much lower. I'm not sure why though because the fees seem to be reflecting accurately.
Feb 21 2019
Ah yes, that seems right. I just looked at their report glossary and Merchant Fee indicates "This fee applies to the costs associated with processing credit card, PayPal or similar transactions." I think it's fine to put the fee with the individual's contribution and add it to any donation fees.
Feb 20 2019
Thanks @Eileenmcnaughton. I just did a test of ~20 rows. The fees seems to be reflecting correctly for those with fees on the individual amount, but the rows with a "Merchant fee" are being associated with the individual's portion rather than the company's match.
Feb 19 2019
I'm also getting this timeout response when I try searching name.
Feb 11 2019
The name search returned results so it appears to be working for me now.
Feb 6 2019
Thanks for clarifying! I'll make a note going forward of which batches we reclassify the financial type from Engage to Endowment gift. Okay to close.
Feb 4 2019
Jan 16 2019
Dec 17 2018
Sure! Thanks very much.
Nov 19 2018
Thank you @Eileenmcnaughton!
Nov 14 2018
Nov 12 2018
Nov 6 2018
Oct 30 2018
It stopped and said that all rows were imported, but when I checked an hour or so later, it still showed only 100 records added.
Ah got it. So if I leave it at a smaller number like 100, it will still import the whole file but in pieces? I first had it on 100 but noticed that most of it wasn't showing in Civi so then tried a second time with 1810 items.