CRM-1936 Import Contributions, Memberships, Participants - Allow Matching on External ID Regardless of Duplicate Matching Rules

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            Description

            (K - might want to reassign to Swati as she worked on related code for 1425)

            Currently, we only allow "match to contact" on Exernal ID IF it is configured as the Duplicate Matching field. This is impractical - as most sites will probably want to use our default First, Last, Email for manually entered input and for create contacts - AND use External ID For matching subsequent Contributions, Memberships and Event Participation imports.

            We need to "elevate" External ID as an "always available" match to contact field (as we have for "Internal Contact ID").

            NOTE: While implementing, please check how we handle cases where multiple "match to contact" fields are mapped - e.g. Internal Contact ID + External Contact ID. I think we should be AND'ing these matches as we do with First / Last / Email. Please also make sure this functionality is available for all 3 imports (contribs, members, participants) AND for all 3 contact types (i.e. import contributions FROM households, FROM organizations, etc.)

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                [CRM-1936] Import Contributions, Memberships, Participants - Allow Matching on External ID Regardless of Duplicate Matching Rules
                Swati Vaidya added a comment -

                Fixed with r9808

                David Greenberg added a comment -

                Noticed two problems while using Component Imports:

                1. External Identifier option label in MapField form should have '(match to contact)' string appended to it (as we do for Contact ID and First, Last, Email). This needs to be done for all 3 imports.

                2. I did a contribution Import and mapped "Contact ID" for "match to contact". One of my import rows had a Contact ID value = 2. There was no contact.id = 2 in my DB. The import correctly reported an error for this row - but the error message is wrong and would confuse a user. Reported error was: "Missing required field: contact_id". This case (and all other "no matching contact" cases) should throw the error found on line 385 of CRM/Contribute/Import/Parser/Contribution.php. Once this is fixed - please verify error message for same case in Member and Participant import.

                Swati Vaidya added a comment -

                Fixed with r10065

                Manish Zope added a comment -

                Verify for 2.0

                Sunil Pawar added a comment -

                Import for Contribution, Membership, participant with Matching on External ID, not work.

                Yashodha Chaku added a comment -

                -fixed in revision 12913

                Manish Zope added a comment -

                Verify for 2.0

                  People

                  • Assignee:
                    David Greenberg
                    Reporter:
                    David Greenberg

                    Dates

                    • Created:
                      Updated:
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