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  1. CiviCRM
  2. CRM-502

CiviDonate - Import Contributions


    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.3
    • Component/s: None
    • Labels:


      This functionality is part of the new Contribute code tree.

      • Create a new Import wizard with same page-flow as Import Contacts - but for Contributions instead
      • Map field drop-down select values are:
      • Contact ID
      • Contribution class core properties (see xml/schema/Contribute - e.g. receive_date, amount, etc.). This includes ability to import matching FK enum values for contribute_type, contribute_mode...
      • Custom fields which extend the Contribution class.
      • Mapping for Contact ID is required - throw validation error on Continue if no column is mapped as a Contact_ID. (This phase will only support import of contributions for EXISTING CONTACTS. Export is being extended to include contact_id so folks can massage gift data by adding the civicrm_contact.id value to their 'spreadsheets' prior to import.)
      • Mappings may be saved/retrieved. Extend civicrm_mapping.mapping_type Enum set to incude 'Import Contributions'
      • Import file validation should check that contact_id column values are not null and are integers. Add rows to Preview error array which do not meet these requirements.
      • Import processing should validate field types (e.g. amount is numeric, etc.). Then insert a Contribution record AND an Activity History record for each row (linked to the specified contact ID).

      [NOTE: You'll need to build the central create_contribution function in order to implement this - which will also then be used for online donation processing and the Add/Edit Contribution form. ]




            • Assignee:
              shot Piotr Szotkowski
              dgg David Greenberg
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              • Created: