How to send confirmation when importing contributions
When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?
contributions import
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
add a comment |
When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?
contributions import
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
add a comment |
When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?
contributions import
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?
contributions import
contributions import
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
asked Feb 14 at 17:21
MarkDQMarkDQ
1839
1839
add a comment |
add a comment |
1 Answer
1
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votes
Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:
Bulk confirmation
- When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.
- Using Find Contributions, find the contributions you just imported.
- From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
add a comment |
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1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:
Bulk confirmation
- When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.
- Using Find Contributions, find the contributions you just imported.
- From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
add a comment |
Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:
Bulk confirmation
- When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.
- Using Find Contributions, find the contributions you just imported.
- From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
add a comment |
Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:
Bulk confirmation
- When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.
- Using Find Contributions, find the contributions you just imported.
- From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:
Bulk confirmation
- When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.
- Using Find Contributions, find the contributions you just imported.
- From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
answered Feb 14 at 17:43
Jon G - Megaphone TechJon G - Megaphone Tech
26.7k11772
26.7k11772
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
add a comment |
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
thx @Jon G, this method with two steps work!
– MarkDQ
Feb 15 at 1:39
add a comment |
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