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CiviCRM Cookbook

You're reading from   CiviCRM Cookbook Improve your CiviCRM capabilities with this clever cookbook. Packed with recipes and screenshots, it's the natural way to dig deeper into the software and achieve more for your nonprofit or civic sector organization.

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Product type Paperback
Published in Jun 2013
Publisher Packt
ISBN-13 9781782160441
Length 236 pages
Edition 1st Edition
Languages
Tools
Concepts
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Toc

Table of Contents (13) Chapters Close

Preface 1. Setting Up CiviCRM FREE CHAPTER 2. Organizing Data Efficiently 3. Using the Power of Profiles 4. Controlling Permissions 5. Managing Communications 6. Searching and Reporting 7. Integrating CiviCRM with Drupal 8. Managing Events Effectively 9. Using Campaigns, Surveys, and Petitions Effectively 10. Working with CiviMember 11. Developing for CiviCRM Index

Creating user accounts from contacts in CiviCRM


It's pretty easy to bulk create CiviCRM contacts from your Drupal users, but not so easy to bulk create Drupal users from CiviCRM contacts. For example, you can migrate a membership-based website into CiviCRM and Drupal, and you can create login accounts for your members.

How to do it…

We can use another useful Drupal module, User Import, to create our user accounts.

  1. Install and enable the Drupal User Import module available at http://drupal.org/project/user_import.

  2. In CiviCRM, navigate to Search and perform a search for the contacts you wish to add.

  3. On the result set, select Export Contacts from the actions drop-down menu.

  4. Select export primary fields and export your records. The exported file will be sent to your browser's Downloads folder.

  5. Navigate to Contacts | Find and Merge Duplicate Contacts .

  6. Select the Individual Strict In-built rule.

  7. Ensure that this is set as the Default rule.

  8. In Drupal, navigate to People | Import.

  9. Use the CiviCRM export...

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