Book Image

Using CiviCRM - Second Edition

By : Erik Hommel, Joseph Murray, Brian P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Erik Hommel, Joseph Murray, Brian P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (20 chapters)
Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
Index

Importing contributions


As with other areas of CiviCRM, you can import contribution data to the system directly through the interface. Access this tool through Contributions | Import Contributions from the main menu. We won't take the time to walk through the process in detail, as it closely follows the steps outlined in Chapter 5, Collecting, Organizing, and Importing Data, where we imported contacts. However, there are a few nuances when importing contributions that you should understand:

  • The import mode allows two options: Insert new contributions or Update existing contributions. These are mutually exclusive—if you are inserting, all records will be new; if you are updating, you must include a contribution ID column in your CSV file that matches existing records in the system. The update option will not simply create new records if no match is found.

  • If inserting new records, you should have sufficient contact data in your import file to ensure that the contacts match and merge with existing...