Wed, Aug 3
Jun 29 2022
Got it @Dwisehaupt I just updated her email on the Civi record. I'm not sure of the permission levels, but she should have the full capabilities now that she is working under Wikimedia instead of a third party. Is it best to wait until she has her new laptop to issue the ssl certificate?
Jun 28 2022
Jun 1 2022
^^Apologies I meant Q2 not Q1! Sprint 'L' this task is in works for us, but if July/August is needed that's ok on our end.
May 31 2022
*Update* - At this point we have decided it would be worth it to move forward with this import (time permitting). Since this had to be postponed last minute it may not fit within the timeline of priorities for fr-tech, so if we could have this completed by start of Q1 we can move forward. However, if this is not realistic we can continue to put this on hold until next year. Thank you for your flexibility after getting thrown this curveball! Let me know what you think.
May 4 2022
@DStrine Right now we are taking some time to explore our options and figure out next steps. We were thinking a pause on this for the next week or so would avoid the possibility of duplicate work on your end as we decide what direction to move in.
May 3 2022
Hi All - this is on hold at the moment due to the possible shift in lockbox service. We will follow up when we are a go on this again. Thanks!
Apr 26 2022
Mar 24 2022
Oh wow! Glad we caught this. I double checked to make sure we hadn't changed the field name at some point, but looks like it has always been 'Phone.'
Mar 23 2022
@Eileenmcnaughton Also curious as to why this might have happened - was it a bug or something on our end?
Working again on my end! All good to close this one out. Thanks! @Eileenmcnaughton
@Eileenmcnaughton I see this is marked as Done - is this ready for me to test?
Mar 16 2022
Mar 15 2022
Feb 8 2022
Hi @Eileenmcnaughton she is CID: 14795889, User ID: 199
Feb 2 2022
Thanks! Sounds good. She was just saying the formatting was different than her normal layout in Civi and it seemed off. I know that image is different than how Civi looks for me, too. Not sure what it was, but everything was still functional on her end.
Just heard from the user that all is back to normal in civi this morning. Not sure what it might have been, but looks like the problem was resolved.
Jan 28 2022
Jan 19 2022
@Eileenmcnaughton I just had them test these links and confirmed they are working! You're right the form link was needed for the contributions in batch search. They said these will be very helpful on their end so thank you for creating these searches.
Oct 26 2021
@Eileenmcnaughton I wanted to let you know that we just imported the first DAF file from Engage and it looks like everything went smoothly! Thank you again for getting this to launch, it's very helpful for our operations with Engage!
Oct 14 2021
@Eileenmcnaughton Just tested again and both issues look like they are fixed! Partner imported and it matched with the same fund name on the profile instead of creating a duplicate. Looks like we wrapped up another import file, thanks for all your work on this!
Oct 12 2021
Thanks @Eileenmcnaughton! I found a few things after testing using my record CID 47095239:
@Dwisehaupt they are all setup on the new computer, thank you!!
Oct 7 2021
Thank you! She just let me know the next time she will be in the office is early next week and will get it set up then.
Hi @Dwisehaupt the user asked if you can resend the certificate. Thanks!
Oct 6 2021
Great, thank you for letting me know! I will reach back out if there are any issues.
Sep 28 2021
@Eileenmcnaughton wanted to see how priorities are on your end and if this is possible to be completed by the end of the Sprint which looks like its Oct 12? (See note above on my plan if not) Many thanks as always!
Sep 22 2021
@Eileenmcnaughton Had them test those two links out:
https://civicrm.wikimedia.org/civicrm/payment-search - still not populating when typing in check number
https://civicrm.wikimedia.org/civicrm/search#/display/Engage_Batch_listing/Engage_Batch_listing - does populate with data, but there is no search bar
Sep 14 2021
Yes, I'll have them test these out during our meeting Monday 9/20 and let you know!
Sep 9 2021
@Eileenmcnaughton I just ran those with the error through import again and it worked!! Seems like it is good to go, thanks for all of your help on this! :)
Sep 7 2021
Ahh interesting, thanks for looking into that!
Sep 2 2021
Opening this back up, since something came up during testing.
Hi @Eileenmcnaughton I'm about to test this out. Does the Fidelity import file format in civi cover this DAF import as well? Wanted to double check, thanks!
Aug 20 2021
Hi @DStrine I wanted to check in on this since it is connected to the above DAF import phab task, but is not listed on the 'Parallel processing roller coaster' sprint. Ideally we would like to have this be a part of the new import for the busy season. Would this be possible before Q2? If not, we can work on implementing that post-Q2. The current iteration would capture the main data, so if we have to move forward with that to be ready for October that is my main priority. I'm OOO next week, but happy to discuss when I return. Thanks!
@Eileenmcnaughton I just tried and it went through too! That must've been it, thanks for noting. I will let Engage know we can move forward with this field in the files. Thanks!
Aug 19 2021
Aug 17 2021
Thanks @Eileenmcnaughton Just tested, but it came back with this error:
Aug 16 2021
Hi @Eileenmcnaughton just walked through this with Engage and they do have access and data is loading for these three forms:
Current month batches: https://civicrm.wikimedia.org/civicrm/currentmonth-batches
Last month batches: https://civicrm.wikimedia.org/civicrm/lastmonth-batches
Contributions in batch: https://civicrm.wikimedia.org/civicrm/batch-listing
Aug 11 2021
@Eileenmcnaughton Please ignore the above since it is still in review! Got ahead of myself :)
@Eileenmcnaughton sorry for the late update! From what I was able to gather from Engage (specifically CID/User ID 14795889/199) it still is not working, they said "I can access the link but when I plug in the information it doesn't populate." The soonest I am able to meet with them is Monday 8/16 and I will have them screen share and go through the links to confirm what they are seeing.
Aug 4 2021
@Eileenmcnaughton Thanks for testing this! I will ask Engage if the form links are working for them now. I will also have them test the search display you linked as still not working to confirm that difference.
@Eileenmcnaughton Got it! That sounds good to me. I just tested a file on staging and it came back with the same error listed above: INVALID_MESSAGE No payment instrument specified. The error file is saved to this folder if you want to take a look and see what is causing that bounce back: smb://filesrv1/Fundraising/Tech/Fr-Ops/Money Order Import Field.
Aug 3 2021
@Eileenmcnaughton wow great blog post! Thanks for creating the form, that should work well. The only issue is being able to share it out to Engage, which has been a problem with other forms (https://phabricator.wikimedia.org/T279686). I just sent them the link to see if this one will work for them and will follow back up once I hear anything.
Jul 26 2021
@DStrine @Eileenmcnaughton I've gotten approval on our end for this addition to the file so we can move forward with using the Transaction ID Civi field for Money Order Number data. In the file the field will be 'Money Order Number.' I will let Engage know they can start on the programming they need to do on their end for this addition.
Jul 13 2021
@Eileenmcnaughton Just tested and it looks good! Thanks!
Jul 12 2021
Jul 9 2021
Thank you @RLewis that's super helpful!
Jul 6 2021
Hi @Eileenmcnaughton thanks for looking into this. The generic individuals import is used for the checks that come in through citibank and are usually 'autopay' setups. I'm not sure about that generic organization though - @RLewis are you familiar with this one at all?
Jun 29 2021
@Eileenmcnaughton I just spoke with @LeanneS and we had another idea to capture more contribution data in the file if possible. Sometimes there is an Individual listed as well as a fund name (separate from the soft credit organization) on the gift documentation. Would it be possible to have an 'Owns the Donor Advised Fund' field that would link that Individual to their DAF?
Jun 28 2021
Hi @Eileenmcnaughton this fix is looking good on this weeks import!
Jun 24 2021
@Eileenmcnaughton Awesome - I will keep an eye on it when I do the import next week.
Jun 23 2021
@Eileenmcnaughton gotcha for #1 it should be one or the other like you mentioned and the soft credit will always be an organization.
I tried to hand enter a money order contribution and it looks like the 'check number' field disappears when 'money order' is selected as payment method. Is there a way to have that field attached to it?
The user tested it and it's working, thanks!
Jun 22 2021
Hi @Eileenmcnaughton - thanks for going through everything and catching these discrepancies! I had found a few in the .csv file they sent over too, but obviously missed some so thank you!
Jun 21 2021
Jun 15 2021
@Eileenmcnaughton that's fine with me, feel free to close this one out and I can create another one if it happens again on the next file.
Jun 14 2021
@Eileenmcnaughton Just a heads up in case you had changed any of the rules for this import, it looks like when I did this week's it wasn't able to keep the last name for both partners when two people are listed with the same last name.
Jun 10 2021
@RLewis Correct - any international checks/money orders that come to Engage are in their own batch and are imported using the foreign checks import, they aren't doing any hand entering of non-USD.
Thanks for the heads up @Eileenmcnaughton Hope the yubikey issue gets sorted!
Jun 8 2021
@Eileenmcnaughton - Engage just sent us the DAF import file draft including examples of how the data entry will look. I saved it here for you to reference: smb://filesrv1/Fundraising/Tech/Fr-Ops/DAF Import/Engage_DAF Import Data Example.csv
Jun 7 2021
@Eileenmcnaughton I created new links to share out as a form instead of a table like we discussed in fortnightly, but they still are not loading any data for Engage. The links I created are below:
May 27 2021
@Dwisehaupt Great, they confirmed they received it!
Hi @Dwisehaupt I followed up with Engage and they said they received everything but the SSL certificate through email. Would you be able to re-send? Thank you!
May 24 2021
May 18 2021
@Eileenmcnaughton apologies! I consolidated on the server to an FR-ops folder: smb://filesrv1/Fundraising/Tech/Fr-Ops/Fidelity File/051021 to 051421.csv
Hi @Eileenmcnaughton - @RLewis and I noticed that a few of the Fidelity file contacts imported into Civi are putting the name information into the wrong fields. I will leave a few examples below and see if you think there are ways to fix these situations.
May 4 2021
Apr 29 2021
Apr 28 2021
@RLewis you're right I see bitcoin import has a single column for the full name. @Eileenmcnaughton I'm guessing it would work the same for the Bitpay import then? These are mainly individual donors, not listed as couples (usually) so it would just put their full names into the addressee field I believe.
Apr 27 2021
@RLewis thanks for that insight! Seems like having the old data and new data saved in the same field could cause an issue with mailings then. You could either have it overwrite old data like you mentioned or not have the import add new data if there is already information present in that field. In that case the contact wouldn't get updated through imports, so it might be best to overwrite if that's how you plan to get the updated contact info.
@Eileenmcnaughton thanks for explaining those scenarios - I think that will work great to capture the new information as well as the old (if they are different), so we're not losing any data. These fields aren't used for mailings, they're mainly internal so I think it's ok if it gets slightly messy to conserve that data. @RLewis let me know if I'm wrong on that.
Apr 26 2021
Ok great - in that case @RLewis it might be fine to do for all imports since I don't believe very many have a single column with full names combined. As far as the imports I do it is only Fidelity, but if it pops up for other imports it would catch those if it's set for "all." @RLewis what do you think?
Thanks @Eileenmcnaughton - does this patch only apply to imports that have a column with the full addressee information? For example, the engage individual imports are only first name and last name columns so the full name is divided.
Apr 21 2021
Apr 19 2021
@Cstone Ah ok thanks for differentiating that! So I should use the 'send thank you' button instead of the checkbox receipt when the gift is already in civi for stocks or DAFs which have special templates. Otherwise when entering a new gift we will just make sure the 'No TY reason' box is empty and save the gift for the auto TY to send.
Apr 15 2021
Hi @Eileenmcnaughton just wanted to hop back in here and see if the import can include the full names of the couple in the addressee field on the record? This is helpful for @RLewis when she is doing mailings and can make sure both names are included in the letters for MG donors.
Thanks @RLewis! Just tested that out - entering a new stock gift and not checking the send receipt box with 'No TY reason' empty - it sent only the stock template TY which is great. I will add that to the stock TY process to make sure that is updated so as not to trigger a double. I thought it only auto sent on imports and not hand entering!
Apr 14 2021
@Eileenmcnaughton Just tested it and is working when I type the CID into the contact search field! Thanks for your help with this.
Apr 13 2021
Thanks @Eileenmcnaughton and Coleman! Let me know when that is updated in Civi and I will test it out.
Also if someone notifies us they did not receive their stock TY letter after the fact and needs a copy, I will go to the record to resend using the checkbox as well.
Hmm, as far as I know there is no import for stock gifts. We get notifications from the bank through email for each individual gift and then I hand enter them. To send the TY I use the checkbox to send if they have an email on their record.
Here's what my screen looks like:
@Eileenmcnaughton I did the same - went to: https://civicrm.wikimedia.org/civicrm/contact/view?reset=1&cid=47095239 and then from contributions -> record contribution and then the soft credit heading.
@DStrine I tested it through my Civi profile CID 47095239 by creating a stock gift with stock value and stock description fields filled out as well as financial type and payment method= stock. Then I checked the "send receipt" box on the contribution and clicked ok to 'save and send' to my email.
@Eileenmcnaughton That's strange, for some reason I'm not seeing Contact ID in the dropdown. Am I missing it?