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 11 hours ago
MarkDQMarkDQ
1789
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 11 hours ago
MarkDQMarkDQ
1789
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 11 hours ago
MarkDQMarkDQ
1789
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 11 hours ago
MarkDQMarkDQ
1789
asked 11 hours ago
MarkDQMarkDQ
1789
asked 11 hours ago
MarkDQMarkDQ
1789
asked 11 hours ago
MarkDQMarkDQ
1789
asked 11 hours ago
MarkDQMarkDQ
1789
1789
add a comment |
add a comment |
1 Answer
1
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 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
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 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
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 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
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 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
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 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
answered 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
answered 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
answered 10 hours ago
Jon G - Megaphone TechJon G - Megaphone Tech
26.4k11771
26.4k11771
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
add a comment |
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
thx @Jon G, this method with two steps work!
– MarkDQ
2 hours ago
add a comment |
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