Difference between revisions of "ProDon:Importing Donations"

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{{Header_ProDon|1|4.6.9.20|Nadia Carrier||2014/04/29}} <span style="color: rgb(255, 0, 0);">
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'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[ProDon:Importing_Donations (Version 4)|click here]].  
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<br><span style="color: rgb(255, 0, 0);">'''WARNING&nbsp;: This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span>
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== Introduction<br>  ==
 
== Introduction<br>  ==
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<br>  
 
<br>  
  
In order for donors to make donations, a website must first be created and configured. The creation of the online donation website includes the configuration of the website home page as well as the creation of different Web forms. Each Web form is attached to a [[ProDon:Donation Occasion Management|donation occasion]], so that Internet users can subscribe online to fundraising activities of the organization, or make a donation directly through the Web.  
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In order for donors to make donations, a website must first be created and configured. The creation of the online donation website includes the configuration of the website home page as well as the creation of different Web forms. Each Web form is attached to a [[ProDon:Donation Occasion Management|donation occasion]], so that Internet users can subscribe online to the fundraising activities of the organization, or make a donation directly through the Web.  
  
 
<br>  
 
<br>  
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Moreover, when an Internet user makes a donation or subscribes to an activity from a Web form, '''''ProDon''''' automatically adds him or her to the database during the import of the donations. The import process allows you to import into '''''ProDon''''' all the data of the Web form completed by donors.&nbsp;  
 
Moreover, when an Internet user makes a donation or subscribes to an activity from a Web form, '''''ProDon''''' automatically adds him or her to the database during the import of the donations. The import process allows you to import into '''''ProDon''''' all the data of the Web form completed by donors.&nbsp;  
  
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<br>  
  
 
== Information of the Donations to Import Window<br>  ==
 
== Information of the Donations to Import Window<br>  ==
  
It is possible to activate the display of a window notifying you of the donations to import when opening '''''ProDon''''', then to configure the frequency at which this window should appear while using '''''ProDon'''''. To activate and configure the frequency which it should be displayed, see '''points <span style="color: rgb(255, 0, 0);">E</span> '''and<span style="color: rgb(255, 0, 0);">''' F'''</span> of the [[ProDon:Preferences#Miscellaneous|"Miscellaneous"]] section of the [[ProDon:Preferences|"Preferences"]] document.  
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It is possible to activate the display of a window notifying you of the donations to import when opening '''''ProDon''''', you can then configure the frequency at which this window should appear while using '''''ProDon'''''. To activate and configure the frequency at which it should be displayed, see '''points <span style="color: rgb(255, 0, 0);">E</span> '''and<span style="color: rgb(255, 0, 0);">''' F'''</span> of the [[ProDon:Preferences#Miscellaneous|"Miscellaneous"]] section of the [[ProDon:Preferences|"Preferences"]] document.  
  
This window appears automatically if new donations have been made on the IMakeAnOnlineDonation website or if they need to be imported.<br>  
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This window automatically appears if new donations have been made on the IMakeAnOnlineDonation website or if they need to be imported.<br>  
  
{| width="453" border="1" cellspacing="1" cellpadding="1" class="wikitable"
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{| width="453" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| style="text-align: center;" colspan="2" | [[Image:Importing Donations 001.png]]
 
| style="text-align: center;" colspan="2" | [[Image:Importing Donations 001.png]]
 
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> The&nbsp;[[Image:Import items button.png]] button turns to blue when new donations have been made on the test website since the first viewing of the "Import management". To view and import these new pending donations, click on the&nbsp;[[Image:Import items button.png]] button.&nbsp;  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> The&nbsp;[[Image:Import items button.png]] button turns to blue when new donations have been made on the test website since the last viewing of the "Import management". To view and import these new pending donations, click on the&nbsp;[[Image:Import items button.png]] button.&nbsp;  
  
'''NOTE:''' To delay the treatment of these donations, click on the "[[Image:Button Check mark Confirm.png]] OK" button at <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>  
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'''NOTE:''' To delay the treatment of the donations, click on the "[[Image:Button Check mark Confirm.png]] OK" button at <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The&nbsp;[[Image:Import items button.png]] button turns to blue when donations have been made on the test website and when these donations have been viewed from the "Import management", but not imported immediately. To view and import these donation, click on the&nbsp;[[Image:Import items button.png]] button.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The&nbsp;[[Image:Import items button.png]] button turns to blue when donations have been made on the test website and when these donations have been viewed from the "Import management", but not imported immediately. To view and import the donations, click on the&nbsp;[[Image:Import items button.png]] button.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> The [[Image:Import items button.png]] button turns to blue when new donations have been made on the production website since the last viewing of the donations from the "Import management". To view and import these new donations as well as the pending ones, click on the&nbsp;[[Image:Import items button.png]] button.  
 
<span style="color: rgb(255, 0, 0);">'''C:'''</span> The [[Image:Import items button.png]] button turns to blue when new donations have been made on the production website since the last viewing of the donations from the "Import management". To view and import these new donations as well as the pending ones, click on the&nbsp;[[Image:Import items button.png]] button.  
  
'''NOTE:''' To delay the treatment of those donations, click on the "[[Image:Button Check mark Confirm.png]] OK" at <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>  
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'''NOTE:''' To delay the treatment of the donations, click on the "[[Image:Button Check mark Confirm.png]] OK" button at <span style="color: rgb(255, 0, 0);">'''E'''</span>.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The [[Image:Import items button.png]] button turns to blue when donations have been made on the production website and when these donations have been viewed from the "Import management", but not imported immediately. To view and import those donations, click on the&nbsp;[[Image:Import items button.png]] button.<br>  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The [[Image:Import items button.png]] button turns to blue when donations have been made on the production website and when these donations have been viewed from the "Import management", but not imported immediately. To view and import the donations, click on the&nbsp;[[Image:Import items button.png]] button.<br>  
  
 
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'''NOTE:''' After clicking on the [[Image:Import items button.png]] button at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span>, <span style="color: rgb(255, 0, 0);">'''C'''</span> or <span style="color: rgb(255, 0, 0);">'''D'''</span>, [[#Link01|this window]] opens. Then follow thie instructions to learn how to import donations.  
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'''NOTE:''' After clicking on the [[Image:Import items button.png]] button at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span>, <span style="color: rgb(255, 0, 0);">'''C'''</span> or <span style="color: rgb(255, 0, 0);">'''D'''</span>, [[#Link01|this window]] opens. Then, follow the instructions to learn how to import donations.  
  
 
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<br>  
  
 
== Importing Donations  ==
 
== Importing Donations  ==
  
To import donations, first go to the "Web from management".&nbsp;  
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To import donations, first go to the "Web form management".&nbsp;  
  
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 388px; height: 556px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 388px; height: 556px;"
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> This option allows you to import the donations made on the test website.<br>  
 
<span style="color: rgb(255, 0, 0);">'''A:'''</span> This option allows you to import the donations made on the test website.<br>  
  
'''CAUTION:''' It is not possible to import the donations made from the test website and the ones made from the production website at the same time; only one box, either <span style="color: rgb(255, 0, 0);">'''A'''</span> or <span style="color: rgb(255, 0, 0);">'''B'''</span> can be checked.  
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'''CAUTION:''' It is not possible to import the donations made on the test website and the ones made on the production website at the same time. Only one box, either <span style="color: rgb(255, 0, 0);">'''A'''</span> or <span style="color: rgb(255, 0, 0);">'''B'''</span>, can be checked.  
  
'''NOTE:''' The "0" indicates that no new donations have been made since the last viewing of the "Import management".  
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'''NOTE:''' The "0" indicates that no new donation have been made since the last viewing of the "Import management".  
  
 
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> This option allows you to import the donations made on the production website.Cette option permet d'importer les dons effectués à partir du site Web de production.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> This option allows you to import the donations made on the production website.<br>  
  
'''ATTENTION&nbsp;:''' Il n'est pas possible d'importer les dons effectués à partir du site Web de production et ceux effectués à partir du site Web de tests en même temps&nbsp;: Seulement une case, <span style="color: rgb(255, 0, 0);">'''A'''</span> ou <span style="color: rgb(255, 0, 0);">'''B'''</span>, peut être cochée à la fois.&nbsp;  
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'''CAUTION:''' It is not possible to import the donations made on the production website and the ones made on the test website at the same time. Only one box, either <span style="color: rgb(255, 0, 0);">'''A'''</span> or <span style="color: rgb(255, 0, 0);">'''B'''</span>, can be ckecked.&nbsp;  
  
'''NOTE&nbsp;:''' Le chiffre «&nbsp;3&nbsp;» indique que 3 dons ont été effectués depuis la dernière consultation de la «&nbsp;Gestion des importations&nbsp;».  
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'''NOTE:''' The "3" indicates that 3 donations have been made since the last viewing of the "Import management".  
  
 
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<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Cette option permet d'importer les dons en attente de traitement ainsi que les nouveaux dons qui ont été effectués depuis la dernière consultation de la «&nbsp;Gestion des importations&nbsp;».<br>  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> This option alllows you to import pending donations as well as new donations made since the last viewing of the "Import management".<br>  
  
'''NOTE&nbsp;:''' Si la case en <span style="color: rgb(255, 0, 0);">'''A'''</span> est cochée ainsi que celle-ci, il sera possible d'importer tous les dons qui ont été effectués sur le site Web de tests depuis la dernière consultation de la «&nbsp;Gestion des importations&nbsp;». Si la case en <span style="color: rgb(255, 0, 0);">'''B'''</span> est cochée ainsi que celle-ci, il sera possible d'importer tous les dons effectués sur le site Web de production depuis la dernière consultation de la «&nbsp;Gestion des importations&nbsp;».  
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'''NOTE:''' If the checkbox at <span style="color: rgb(255, 0, 0);">'''A'''</span> is checked, as well as this one, it is possible to import all the donations that have been made on the test website since the last viewing of the "Import management". If the checkbox at <span style="color: rgb(255, 0, 0);">'''B'''</span> is checked, as well as this one, it is possible to import all donations made on the production website since the last viewing of the "Import management".  
  
 
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<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Cette option permet d'importer les dons qui ont déjà été consultés à partir de la «&nbsp;Gestion des importations&nbsp;».<br>  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> This option allows you to import the donations that have already been viewed from the "Import management".<br>  
 
 
'''ATTENTION&nbsp;:''' Si des nouveaux dons ont été effectués depuis la dernière consultation de la «&nbsp;Gestion des importations&nbsp;», choisir plutôt l'option <span style="color: rgb(255, 0, 0);">'''C'''</span>.
 
  
'''NOTE&nbsp;:''' Si la case en <span style="color: rgb(255, 0, 0);">'''A'''</span> est cochée ainsi que celle-ci, il sera possible d'importer les dons en attente de traitement qui ont été effectués sur le site Web de tests. Si la case en <span style="color: rgb(255, 0, 0);">'''B'''</span> est cochée ainsi que celle-ci, il sera possible d'importer les dons en attente de traitement qui ont été effectués sur le site Web de production.<br>
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'''CAUTION:''' If new donations have been made since the last viewing of the "Import management", select option <span style="color: rgb(255, 0, 0);">'''C'''</span> instead.  
  
<br>  
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'''NOTE:''' If the checkbox at <span style="color: rgb(255, 0, 0);">'''A'''</span> is checked, as well as this one, it is possible to import pending donations made on the test website. If the checkbox at <span style="color: rgb(255, 0, 0);">'''B'''</span> is checked, as well as this one, it is possible to import pending donations made on the production website.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de rafraîchir le temps de session restant de la dernière personne qui a commencé à remplir un formulaire Web.<br>  
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows you to refresh the time remaining in the session of the last user who has begun completing a Web form.<br>  
  
'''NOTE&nbsp;:''' Il est possible d'importer les dons même si un donateur est en train de remplir un formulaire. Si le temps n'est pas à «&nbsp;0&nbsp;», le don qui est en train d'être saisi sera importé lors de la prochaine importation de dons.  
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'''NOTE:''' It is possible to import donations even if a donor is currently completing a form. If the time is not "0", the donation entered will be imported in the next donation import.  
  
 
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<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Le bouton&nbsp;[[Image:Bouton configurer l'importation.png]] permet de configurer certaines options d'importation. Après avoir cliqué sur ce bouton, l'onglet «&nbsp;[[ProDon:Configuration de la page d'accueil et du site Web#Onglet_.C2.AB.C2.A0Importation.C2.A0.C2.BB|Importation]]&nbsp;» de la fenêtre de configuration de la page d'accueil s'ouvre. Suivre les instructions pour savoir comment configurer les options.  
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<span style="color: rgb(255, 0, 0);">'''F:'''</span> The [[Image:Button Gears.png]] button allows you to configure certain import options. After clicking on this button, the [[ProDon:Home Page and Website Configuration#.22Import.22_Tab|"Import"]] tab of the home page opens. Follow the instructions to learn how to configure the options.  
  
 
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<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Après avoir sélectionné les options désirées, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Ok&nbsp;».  
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<span style="color: rgb(255, 0, 0);">'''G:'''</span> After selecting the desired options, click on the "[[Image:Button Check mark Confirm.png]] OK" button.  
  
 
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{{Anchor||Link01}}Après avoir cliqué sur le bouton&nbsp;«&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Ok&nbsp;» de la fenêtre précédente ou sur le bouton [[Image:Bouton importation des dons.png]] de la [[ProDon:Importation des dons#Fen.C3.AAtre_d.27information_des_dons_.C3.A0_importer|fenêtre d'information des dons à importer]], la fenêtre suivante s'ouvre.  
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{{Anchor||Link01}}After clicking on the "[[Image:Button Check mark Confirm.png]] OK" button of the previous window or on the [[Image:Import items button.png]] button of the [[ProDon:Importing Donations#Information_of_the_Donations_to_Import_Window|information of the donations to import window]], this window opens.&nbsp;
  
 
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de la liste des formulaires pour lesquels des importations ont déjà été effectuées dans '''''ProDon'''''.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> It is the list of forms for which imports have already been made into '''''ProDon'''''.  
  
'''NOTE&nbsp;:''' Le champ «&nbsp;Nb. de lignes à traiter&nbsp;» indique le nombre de dons à importer pour chaque formulaire. Dans cet exemple, des dons ont été effectués seulement pour le formulaire TG12.<br>  
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'''NOTE:''' The "Number of rows to process" field indicates the number of donations to import for each form. In this example, donations have been made only for the AGT form.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Après avoir sélectionné la ligne du formulaire pour lequel des dons doivent être importés en <span style="color: rgb(255, 0, 0);">'''A'''</span>, cliquer sur le bouton [[Image:Bouton groupes de formulaires.png]].<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> After selecting the line of the form for which donations must be imported at <span style="color: rgb(255, 0, 0);">'''A'''</span>, click on the [[Image:Form group button.png]] button.<br>  
  
'''NOTE&nbsp;:''' Il n'est pas possible d'importer des dons de formulaires différents en même temps, seulement une ligne à la fois peut être traitée.  
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'''NOTE:''' It is not possible to import donations from different forms at a same time, only one line can be processed at a time.  
  
 
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=== Preliminary Analysis  ===
 
=== Preliminary Analysis  ===
  
Avant d'effectuer l'importation, il faut analyser les formulaires qui ont été complétés sur le site Web jedonneenligne.  
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Prior to performing the import, an analysis of the forms completed on the IMakeAnOnlineDonation website must be done.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
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Après avoir cliqué sur le bouton [[Image:Bouton groupes de formulaires.png]], la fenêtre suivante s'ouvre.  
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After clicking on the [[Image:Form group button.png]] button, this window opens.  
  
 
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de la liste des dons à importer pour le formulaire sélectionné dans la fenêtre précédente.<br>  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> It is the list of donations to import for the form selected in the previous window.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Cliquer sur le bouton [[Image:Bouton configurer l'importation.png]] pour analyser les dons en <span style="color: rgb(255, 0, 0);">'''A'''</span>.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> Click on the [[Image:Button Gears.png]] button to analyse the donations at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>.<br>  
  
 
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Après avoir cliqué sur le bouton [[Image:Bouton configurer l'importation.png]] et que l'analyse est effectuée, la fenêtre suivante s'ouvre.  
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After clicking on the [[Image:Button Gears.png]] button and the analysis is done, this window opens.  
  
 
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Cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Ok&nbsp;».  
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Click on the "[[Image:Button Check mark Confirm.png]] OK" button.  
  
 
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Après avoir cliqué sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Ok&nbsp;», les statuts des importations et des clients sont visibles.  
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After clicking on the "[[Image:Button Check mark Confirm.png]] OK" button, the status of the imports, as well as the clients' become visible.  
  
 
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit du statut d'importation du formulaire Web.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> It is the import status of the Web form.  
  
Si le statut est vert, cela signifie que tout est en ordre, le formulaire a été rempli correctement.  
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If the status is green, this means everything is in order, the form has been completed correctly.  
  
Si le statut est jaune, cela signifie qu'il y a un avertissement. Dans ce cas, l'avertissement s'inscrit en <span style="color: rgb(255, 0, 0);">'''D'''</span> et en <span style="color: rgb(255, 0, 0);">'''H'''</span>. Consulter l'avertissement, puis la corriger ou la valider.<br>  
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If the status is yellow, this means there is a warning. In that event, the warning is written at <span style="color: rgb(255, 0, 0);">'''D'''</span> and <span style="color: rgb(255, 0, 0);">'''H'''</span>. View the warning, then correct or validate it.<br>  
  
Si le statut est rouge, cela signifie qu'il y a une erreur. Dans ce cas, l'erreur s'inscrit en <span style="color: rgb(255, 0, 0);">'''E'''</span> et en <span style="color: rgb(255, 0, 0);">'''I'''</span>. Lorsque le statut est rouge, contacter '''''Logilys'''''.<br>  
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If the status is red, this means there is an error. In that event, the error is written at <span style="color: rgb(255, 0, 0);">'''E'''</span> and <span style="color: rgb(255, 0, 0);">'''I'''</span>. When the status is red, contact '''''Logilys'''''.<br>  
  
Si le statut est jaune et vert, cela signifie qu'un avertissement a été validé. Dans ce cas, l'avertissement s'inscrit en <span style="color: rgb(255, 0, 0);">'''D'''</span> et en <span style="color: rgb(255, 0, 0);">'''H'''</span>. Pour valider un avertissement, double-cliquer sur la ligne du formulaire qui contient l'avertissement, suivre les instructions des '''lettres <span style="color: rgb(255, 0, 0);">H</span> <span style="color: rgb(255, 0, 0);">I</span> '''et <span style="color: rgb(255, 0, 0);">'''J'''</span> de [[#Instructionsavertissement|cette section]].<br>  
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If the status is yellow and green, this means a warning has been validated. In that event, the warning is written at <span style="color: rgb(255, 0, 0);">'''D'''</span> and <span style="color: rgb(255, 0, 0);">'''H'''</span>. To validate a warning, double-click on the line of the form that contains the warning, follow the instructions of '''points <span style="color: rgb(255, 0, 0);">H,</span> <span style="color: rgb(255, 0, 0);">I</span> '''and <span style="color: rgb(255, 0, 0);">'''J'''</span> of [[#InstructionsWarnings|this section]].<br>  
  
'''NOTE&nbsp;:''' Pour voir quelques exemples de ce qui peut crééer un code jaune, [[#Statutjaune|cliquer ici]].<br>  
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'''NOTE:''' To see a few examples of what can cause a yellow code, [[#YellowStatus|click here]].<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Il s'agit du statut du client à importer.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> It is the status of the client to import.<br>  
  
Si le statut du client est «&nbsp;D&nbsp;», cela signifie que le client à importer est un doublon d'un client de la base de données. Il n'y aura donc aucune nouvelle fiche client de créée. Dans ce cas, le NUC du client s'inscrira en <span style="color: rgb(255, 0, 0);">'''C'''</span> et une remarque disant qu'un doublon a été trouvé pour ce client s'inscrira en <span style="color: rgb(255, 0, 0);">'''F'''</span>.<br>  
+
If the client's status is "D", this means the client to be imported is a duplicate of a client in the database. Therefore, there will be no client file created. In that event, the client's UCN is written at <span style="color: rgb(255, 0, 0);">'''C'''</span> and a comment saying that a duplicate has been found for this client is written at <span style="color: rgb(255, 0, 0);">'''F'''</span>.<br>  
  
Si le statut du client est «&nbsp;P&nbsp;», cela signifie que le client à importer est un doublon potentiel d'un client de la base de données. Il est préférable de valider s'il s'agit d'un nouveau client ou s'il s'agit d'un doublon qui doit être fusionné en double-cliquant sur la ligne. Dans ce cas, une remarque disant qu'un doublon potentiel a été trouvé pour ce client s'inscrira en <span style="color: rgb(255, 0, 0);">'''F'''</span>.<br>  
+
If the client's status is "P", this means the client to be imported is a potential duplicate of a client in the database. It is recommended to validate whether it is a new client or a duplicate who should be merged by double-clicking on the line. In that event, a comment saying that a potential duplicate has been found is written at <span style="color: rgb(255, 0, 0);">'''F'''</span>.<br>  
  
Si le statut du client est «&nbsp;N&nbsp;», cela signifie que le client à importer est un nouveau client. Dans ce cas, une nouvelle fiche client sera créée avec toutes les informations qui ont été spécifiées par le donateur lorsqu'il a rempli le formulaire Web.<br>  
+
If the client's status is "N", this means the client to be imported is a new client. In that event, a new client file is created with all the information entered by the donor when he or she completed the Web form.<br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span>&nbsp; Si le donateur faisait déjà partie de la base de données, son NUC s'inscrit sous ce champ.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> If the donor was already part of the database, his or her UCN would be entered in this field.  
  
'''NOTE&nbsp;:''' Un NUC s'inscrit sous ce champ lorsque la lettre «&nbsp;D&nbsp;» est inscrite en <span style="color: rgb(255, 0, 0);">'''B'''</span>.<br>  
+
'''NOTE:''' A UCN is entered in this field when letter "D" is entered at <span style="color: rgb(255, 0, 0);">'''B'''</span>.<br>  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Lorsque le statut du formulaire Web est jaune, un avertissement s'inscrit sous ce champ.<br>  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> When the status of a Web form is yellow, a warning is written in this field.<br>  
  
'''NOTE&nbsp;:''' L'avertissement de la ligne sélectionnée sera également visible en <span style="color: rgb(255, 0, 0);">'''H'''</span>.  
+
'''NOTE:''' The warning of the selected line is also visible at <span style="color: rgb(255, 0, 0);">'''H'''</span>.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Lorsque le statut du formulaire Web est rouge, une erreur s'inscrit sous ce champ.<br>  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> When the status of a Web form is red, an error is written in this field.<br>  
  
'''NOTE&nbsp;:''' L'erreur de la ligne sélectionnée sera également visible en <span style="color: rgb(255, 0, 0);">'''I'''</span>.  
+
'''NOTE:''' The error of the selected line is also visible at <span style="color: rgb(255, 0, 0);">'''I'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Lorsque le statut du client est «&nbsp;D&nbsp;» ou «&nbsp;P&nbsp;», une remarque s'inscrit sous ce champ.<br>  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> When the client's status is either "D" or "P", a comment is written in this field.<br>  
  
'''NOTE&nbsp;:''' La remarque de la ligne sélectionnée sera également visible en <span style="color: rgb(255, 0, 0);">'''G'''</span>.  
+
'''NOTE:''' The comment of the selected line is also visible at <span style="color: rgb(255, 0, 0);">'''G'''</span>.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Lorsque le statut du client est «&nbsp;D&nbsp;» ou «&nbsp;P&nbsp;», une remarque s'inscrit sous ce champ.<br>  
+
<span style="color: rgb(255, 0, 0);">'''G:'''</span> When the client's status is "D" or "P", a comment is written in this field.<br>  
  
'''NOTE&nbsp;:''' La remarque de la ligne sélectionnée sera également visible en <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
+
'''NOTE:''' The comment of the selected line is also visible at <span style="color: rgb(255, 0, 0);">'''F'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Lorsque le statut du formulaire Web est jaune, un avertissement s'inscrit sous ce champ.<br>  
+
<span style="color: rgb(255, 0, 0);">'''H:'''</span> When the status of the Web form is yellow, a warning is automatically written in this field.<br>  
  
'''NOTE&nbsp;:''' L'avertissement de la ligne sélectionnée sera également visible en <span style="color: rgb(255, 0, 0);">'''D'''</span>.  
+
'''NOTE:''' The warning of the selected line is also visible at <span style="color: rgb(255, 0, 0);">'''D'''</span>.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Lorsque le statut du formulaire Web est rouge, une erreur s'inscrit sous ce champ.<br>  
+
<span style="color: rgb(255, 0, 0);">'''I:'''</span> When the status of the Web form is red, an error is entered in this field.<br>  
  
'''NOTE&nbsp;:''' L'erreur de la ligne sélectionnée sera également visible en <span style="color: rgb(255, 0, 0);">'''E'''</span>.  
+
'''NOTE:''' The error of the selected line is also visible at <span style="color: rgb(255, 0, 0);">'''E'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''J&nbsp;:'''</span> Cliquer sur le bouton [[Image:Bouton Baguette.png]] pour importer les informations de dons et de clients une fois que les codes jaunes sont validés et que les doublons sont vérifiés. Après avoir cliqué sur le bouton [[Image:Bouton Baguette.png]], suivre [[ProDon:Importation des dons#Importation_des_dons_2|ces instructions]].<br>  
+
<span style="color: rgb(255, 0, 0);">'''J:'''</span> Click on the&nbsp;[[Image:Button magic wand.png]] button to import the donation and client information once all yellow codes have been validated and duplicates checked. After clicking on the&nbsp;[[Image:Button magic wand.png]] button, follow [[ProDon:Importing Donations#Importing_Donations_2|these instructions]].<br>  
  
 
|}
 
|}
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<br>  
 
<br>  
  
{{Anchor||Statutjaune}}Le statut de l'importation peut être jaune pour plusieurs raisons, voici les plus fréquentes&nbsp;:  
+
{{Anchor||YellowStatus}}The import status can be yellow for several reasons, here are the most frequent ones:  
  
*Il manque une information pour la recherche de doublons.<br>  
+
*There is missing information to search for duplicates.<br>  
*La date d'expiration de la carte de crédit avec laquelle le donateur a effectué son don expirera ce mois-ci.  
+
*The expiration date of the credit card with which the donor made his or her donation will expire this month.  
*La carte de crédit avec laquelle le donateur a effectué son don est expirée.<br>
+
*The credit card with which the donor made his or her donation has expired.<br>
  
 
<br>  
 
<br>  
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
{{Anchor||Instructionsavertissement}}Après avoir double-cliqué sur une ligne de la fenêtre précédente, la fenêtre suivante s'ouvre.<br>  
+
{{Anchor||InstructionsWarnings}}After double-clicking on a line from the previous window, this window opens.<br>  
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit des informations du client qui a été ouvert en double-cliquant dessus.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> This is the client's information which was opened by double-clicking on it.  
  
'''NOTE&nbsp;:''' Les informations plus bas sont également des informations qui ont été saisies par le donateur en remplissant le formulaire Web.  
+
'''NOTE:''' The information below is also the one entered by the donor when he or she completed the Web form.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Il s'agit des informations du client qui est le doublon ou le doublon potentiel du client en <span style="color: rgb(255, 0, 0);">'''A'''</span>. L'onglet «&nbsp;Suggestions&nbsp;» suggère d'autres doublons potentiels.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> It is the information of the client who is the duplicate or the potential duplicate at <span style="color: rgb(255, 0, 0);">'''A'''</span>. The "Suggestions" tab suggests other potential duplicates.  
  
'''NOTE&nbsp;:''' Les informations plus bas sont également des informations du client qui est le doublon ou le doublon potentiel du client en <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
+
'''NOTE:''' The information below is also the one of the client who is the duplicate or the potential duplicate at <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> En cochant cette case, un nouveau client sera créé dans '''''ProDon'''''. Les informations importées seront celles en <span style="color: rgb(255, 0, 0);">'''A'''</span>, il s'agit des informations qui ont été saisies par le donateur lorsqu'il a complété le formulaire Web.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> By checking this chekbox, a new client will be created in '''''ProDon'''''. The imported information will be the one at <span style="color: rgb(255, 0, 0);">'''A'''</span>, this is the information that has been entered by the donor when he or she completed the Web form.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Le bouton [[Image:Bouton flèche gauche a.png]] permet de fusionner le client <span style="color: rgb(255, 0, 0);">'''A'''</span> avec le client <span style="color: rgb(255, 0, 0);">'''B'''</span>. En cliquant sur ce bouton, le champ «&nbsp;# Ligne&nbsp;» en <span style="color: rgb(255, 0, 0);">'''B'''</span> s'inscrira automatiquement dans la boîte à côté du «&nbsp;#3&nbsp;» en <span style="color: rgb(255, 0, 0);">'''A'''</span>. '''''ProDon''''' fusionnera les deux clients et conservera les informations en <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> The [[Image:Button left arrow long.png]] button allows you to merge client&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span> with&nbsp; client <span style="color: rgb(255, 0, 0);">'''B'''</span>. By clicking on this button, field "Line No." at <span style="color: rgb(255, 0, 0);">'''B'''</span> will be automatically entered in the box next to "#2" at <span style="color: rgb(255, 0, 0);">'''A'''</span>. '''''ProDon''''' will merge these two clients and will keep the information at <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
  
'''NOTE&nbsp;:''' Il est possible de modifier manuellement les informations en <span style="color: rgb(255, 0, 0);">'''A'''</span>, si désiré.  
+
'''NOTE:''' It is possible to manually modify the information at <span style="color: rgb(255, 0, 0);">'''A'''</span>, if desired.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Le bouton [[Image:Bouton....png]] permet de rechercher un client dans la base de données afin de le fusionner avec le client en <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> The [[Image:Button Selection 3 dots.png]] button allows you to search for a client in the database, in order to merge him or her with the client at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Le bouton [[Image:Bouton groupes de formulaires.png]] permet de rechercher un client parmi ceux à importer afin de le fusionner avec le client en <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> The [[Image:Form group button.png]] button allows you to search for a client among the ones to import in order to merge him or her with the client at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Le bouton [[Image:Bouton efface.png]] permet d'annuler la fusion du client <span style="color: rgb(255, 0, 0);">'''A'''</span> avec le client en <span style="color: rgb(255, 0, 0);">'''B'''</span> ou un client de la base de données ou un client parmi ceux à importer.  
+
<span style="color: rgb(255, 0, 0);">'''G:'''</span> The [[Image:Bouton efface.png]] button allows you to cancel the merge of the client at <span style="color: rgb(255, 0, 0);">'''A'''</span> client with the client at <span style="color: rgb(255, 0, 0);">'''B'''</span> or with a client from the database or a client among the ones to be imported.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Cette case permet de valider un code jaune. En cochant cette case, le code jaune deviendra vert et jaune et pourra être importé.  
+
<span style="color: rgb(255, 0, 0);">'''H:'''</span> This checkbox allows you to validate a yellow code. By checking this checkbox, the yellow code will become green and will therefore become available to be imported.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Après avoir forcé un nouveau client en <span style="color: rgb(255, 0, 0);">'''C'''</span>, validé le client en <span style="color: rgb(255, 0, 0);">'''H'''</span> ou fusionné le client, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».  
+
<span style="color: rgb(255, 0, 0);">'''I:'''</span> After forcing a new client at <span style="color: rgb(255, 0, 0);">'''C'''</span>, validating the client at <span style="color: rgb(255, 0, 0);">'''H'''</span> or merging the client, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''J&nbsp;:'''</span> Ce bouton permet de valider le client en <span style="color: rgb(255, 0, 0);">'''A'''</span>, puis d'afficher le prochain client de la liste. En cliquant sur ce bouton, la case en <span style="color: rgb(255, 0, 0);">'''H'''</span> se cochera automatiquement pour ce client.  
+
<span style="color: rgb(255, 0, 0);">'''J:'''</span> This button allows you to validate the client at <span style="color: rgb(255, 0, 0);">'''A'''</span> and then display the client of the list. By clicking on this button, the checkbox at <span style="color: rgb(255, 0, 0);">'''H'''</span> will automatically be checked for that client.  
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton [[Image:Bouton Baguette.png]], la fenêtre suivante s'ouvre.  
+
After clicking on the [[Image:Button magic wand.png]] button, this window opens.  
  
 
|-
 
|-
Line 350: Line 353:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Cette fenêtre contient un message demandant si une sauvegarde de données a été effectuée avant d'effectuer l'importation. Il est important d'effectuer une sauvegarde de données avant d'importer les données puisqu'il s'agit d'une opération irréversible. Pour poursuivre le processus d'importation si une sauvegarde de données a été effectuée, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Oui&nbsp;». Pour arrêter le processus d'importation afin d'effectuer une sauvegarde de données, cliquer sur le bouton «&nbsp;[[Image:Bouton Annuler.png]] Non&nbsp;».  
+
This window contains a message asking if a data backup should be performed before the import. It is important to perform a data backup before importing data since it is an irreversible operation. To continue with the import process if a backup has been performed, click on the "[[Image:Button Check mark Confirm.png]] Yes" button. To stop the import process in order to perform a data backup, click on the "[[Image:Button cancel.png]] No" button.  
  
'''NOTE&nbsp;:''' Après avoir cliqué sur le bouton «&nbsp;[[Image:Bouton Annuler.png]] Non&nbsp;», '''''ProDon''''' retournera dans la «&nbsp;Gestion des importations&nbsp;».<br>  
+
'''NOTE:''' After clicking on the "[[Image:Button cancel.png]] No" button, '''''ProDon''''' returns to the "Import management".<br>  
  
 
|}
 
|}
Line 361: Line 364:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Oui&nbsp;», la fenêtre suivante s'ouvre.  
+
After clicking on the "[[Image:Button Check mark Confirm.png]] Yes" button, this window opens.  
  
 
|-
 
|-
Line 367: Line 370:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Cette fenêtre contient un message informant que les formulaires ayant un code rouge ou un code jaune ne seront pas importés. Pour continuer le processus d'importation, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Oui&nbsp;». Pour arrêter le processus d'importation afin de valider les codes jaunes et rouges, cliquer sur le bouton&nbsp;«&nbsp;[[Image:Bouton Annuler.png]] Non&nbsp;».  
+
This window contains a message informing you that the forms with a red or a yellow code will not be imported. To continue with the import process, click on the "[[Image:Button Check mark Confirm.png]] Yes" button. To stop the import process, in order to validate yellow and red codes, click on the "[[Image:Button cancel.png]] No" button.  
  
'''NOTE&nbsp;:''' Après avoir cliqué sur le bouton «&nbsp;[[Image:Bouton Annuler.png]] Non&nbsp;», '''''ProDon''''' retournera dans la «&nbsp;Gestion des importations&nbsp;».<br>  
+
'''NOTE:''' After clicking on the "[[Image:Button cancel.png]] No" button,&nbsp;'''''ProDon''''' returns to the "Import management".<br>  
  
 
|}
 
|}
Line 378: Line 381:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Oui&nbsp;», la fenêtre suivante s'ouvre.  
+
After clicking on the "[[Image:Button Check mark Confirm.png]] Yes" button, this window opens.  
  
 
|-
 
|-
Line 384: Line 387:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Ok&nbsp;».  
+
Click on the "[[Image:Button Check mark Confirm.png]] OK" button.  
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Ok&nbsp;», les dons à importer disparaissent.  
+
After clicking on the "[[Image:Button Check mark Confirm.png]] OK" button, all donations to be imported disappear.  
  
 
|-
 
|-
Line 399: Line 402:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Fermer cette fenêtre pour retourner dans la «&nbsp;Gestion des importations&nbsp;».  
+
Close this window to return to the "Import management".  
  
 
|}
 
|}
  
{{Footer_ProDon}}
+
{{Footer_ProDon_Version|4.6.9.6}}<br>

Latest revision as of 13:22, 17 May 2019

Importing Donations



CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.


WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.


Introduction

The Online Donation module allows donors to make donations directly through the Web.


In order for donors to make donations, a website must first be created and configured. The creation of the online donation website includes the configuration of the website home page as well as the creation of different Web forms. Each Web form is attached to a donation occasion, so that Internet users can subscribe online to the fundraising activities of the organization, or make a donation directly through the Web.


Moreover, when an Internet user makes a donation or subscribes to an activity from a Web form, ProDon automatically adds him or her to the database during the import of the donations. The import process allows you to import into ProDon all the data of the Web form completed by donors. 


Information of the Donations to Import Window

It is possible to activate the display of a window notifying you of the donations to import when opening ProDon, you can then configure the frequency at which this window should appear while using ProDon. To activate and configure the frequency at which it should be displayed, see points E and F of the "Miscellaneous" section of the "Preferences" document.

This window automatically appears if new donations have been made on the IMakeAnOnlineDonation website or if they need to be imported.

Importing Donations 001.png

A: The Import items button.png button turns to blue when new donations have been made on the test website since the last viewing of the "Import management". To view and import these new pending donations, click on the Import items button.png button. 

NOTE: To delay the treatment of the donations, click on the "Button Check mark Confirm.png OK" button at E.

B: The Import items button.png button turns to blue when donations have been made on the test website and when these donations have been viewed from the "Import management", but not imported immediately. To view and import the donations, click on the Import items button.png button.

C: The Import items button.png button turns to blue when new donations have been made on the production website since the last viewing of the donations from the "Import management". To view and import these new donations as well as the pending ones, click on the Import items button.png button.

NOTE: To delay the treatment of the donations, click on the "Button Check mark Confirm.png OK" button at E.

D: The Import items button.png button turns to blue when donations have been made on the production website and when these donations have been viewed from the "Import management", but not imported immediately. To view and import the donations, click on the Import items button.png button.

E: The "Button Check mark Confirm.png OK" button allows you to delay the treatment of the pending donations and to close this window.

NOTE: After clicking on the Import items button.png button at A, B, C or D, this window opens. Then, follow the instructions to learn how to import donations.


Importing Donations

To import donations, first go to the "Web form management". 

To do so, click on the "Configuration" menu, then select the "Web form button.png Web forms" option.

Importing Donations 002.png


After clicking on "Web form button.png Web forms", this window opens.

Importing Donations 003.png

A: To import the donations made on the IMakeAnOnlineDonation website, click on the Import items button.png button.


Selection of the Form Type to Import

You must then choose the forms to import.

After clicking on the Import items button.png button, this window opens.

Importing Donations 004.png

A: This option allows you to import the donations made on the test website.

CAUTION: It is not possible to import the donations made on the test website and the ones made on the production website at the same time. Only one box, either A or B, can be checked.

NOTE: The "0" indicates that no new donation have been made since the last viewing of the "Import management".

B: This option allows you to import the donations made on the production website.

CAUTION: It is not possible to import the donations made on the production website and the ones made on the test website at the same time. Only one box, either A or B, can be ckecked. 

NOTE: The "3" indicates that 3 donations have been made since the last viewing of the "Import management".

C: This option alllows you to import pending donations as well as new donations made since the last viewing of the "Import management".

NOTE: If the checkbox at A is checked, as well as this one, it is possible to import all the donations that have been made on the test website since the last viewing of the "Import management". If the checkbox at B is checked, as well as this one, it is possible to import all donations made on the production website since the last viewing of the "Import management".

D: This option allows you to import the donations that have already been viewed from the "Import management".

CAUTION: If new donations have been made since the last viewing of the "Import management", select option C instead.

NOTE: If the checkbox at A is checked, as well as this one, it is possible to import pending donations made on the test website. If the checkbox at B is checked, as well as this one, it is possible to import pending donations made on the production website.

E: Allows you to refresh the time remaining in the session of the last user who has begun completing a Web form.

NOTE: It is possible to import donations even if a donor is currently completing a form. If the time is not "0", the donation entered will be imported in the next donation import.

F: The Button Gears.png button allows you to configure certain import options. After clicking on this button, the "Import" tab of the home page opens. Follow the instructions to learn how to configure the options.

G: After selecting the desired options, click on the "Button Check mark Confirm.png OK" button.


After clicking on the "Button Check mark Confirm.png OK" button of the previous window or on the Import items button.png button of the information of the donations to import window, this window opens. 

Importing Donations 005.png

A: It is the list of forms for which imports have already been made into ProDon.

NOTE: The "Number of rows to process" field indicates the number of donations to import for each form. In this example, donations have been made only for the AGT form.

B: After selecting the line of the form for which donations must be imported at A, click on the Form group button.png button.

NOTE: It is not possible to import donations from different forms at a same time, only one line can be processed at a time.


Preliminary Analysis

Prior to performing the import, an analysis of the forms completed on the IMakeAnOnlineDonation website must be done.

After clicking on the Form group button.png button, this window opens.

Importing Donations 006.png

A: It is the list of donations to import for the form selected in the previous window.

B: Click on the Button Gears.png button to analyse the donations at A.


After clicking on the Button Gears.png button and the analysis is done, this window opens.

Importing Donations 007.png

Click on the "Button Check mark Confirm.png OK" button.


Validation of Yellow Codes and Verification of Duplicates

After clicking on the "Button Check mark Confirm.png OK" button, the status of the imports, as well as the clients' become visible.

Importing Donations 008.png

A: It is the import status of the Web form.

If the status is green, this means everything is in order, the form has been completed correctly.

If the status is yellow, this means there is a warning. In that event, the warning is written at D and H. View the warning, then correct or validate it.

If the status is red, this means there is an error. In that event, the error is written at E and I. When the status is red, contact Logilys.

If the status is yellow and green, this means a warning has been validated. In that event, the warning is written at D and H. To validate a warning, double-click on the line of the form that contains the warning, follow the instructions of points H, I and J of this section.

NOTE: To see a few examples of what can cause a yellow code, click here.

B: It is the status of the client to import.

If the client's status is "D", this means the client to be imported is a duplicate of a client in the database. Therefore, there will be no client file created. In that event, the client's UCN is written at C and a comment saying that a duplicate has been found for this client is written at F.

If the client's status is "P", this means the client to be imported is a potential duplicate of a client in the database. It is recommended to validate whether it is a new client or a duplicate who should be merged by double-clicking on the line. In that event, a comment saying that a potential duplicate has been found is written at F.

If the client's status is "N", this means the client to be imported is a new client. In that event, a new client file is created with all the information entered by the donor when he or she completed the Web form.

C: If the donor was already part of the database, his or her UCN would be entered in this field.

NOTE: A UCN is entered in this field when letter "D" is entered at B.

D: When the status of a Web form is yellow, a warning is written in this field.

NOTE: The warning of the selected line is also visible at H.

E: When the status of a Web form is red, an error is written in this field.

NOTE: The error of the selected line is also visible at I.

F: When the client's status is either "D" or "P", a comment is written in this field.

NOTE: The comment of the selected line is also visible at G.

G: When the client's status is "D" or "P", a comment is written in this field.

NOTE: The comment of the selected line is also visible at F.

H: When the status of the Web form is yellow, a warning is automatically written in this field.

NOTE: The warning of the selected line is also visible at D.

I: When the status of the Web form is red, an error is entered in this field.

NOTE: The error of the selected line is also visible at E.

J: Click on the Button magic wand.png button to import the donation and client information once all yellow codes have been validated and duplicates checked. After clicking on the Button magic wand.png button, follow these instructions.


The import status can be yellow for several reasons, here are the most frequent ones:

  • There is missing information to search for duplicates.
  • The expiration date of the credit card with which the donor made his or her donation will expire this month.
  • The credit card with which the donor made his or her donation has expired.


After double-clicking on a line from the previous window, this window opens.

Importing Donations 009.png

A: This is the client's information which was opened by double-clicking on it.

NOTE: The information below is also the one entered by the donor when he or she completed the Web form.

B: It is the information of the client who is the duplicate or the potential duplicate at A. The "Suggestions" tab suggests other potential duplicates.

NOTE: The information below is also the one of the client who is the duplicate or the potential duplicate at A.

C: By checking this chekbox, a new client will be created in ProDon. The imported information will be the one at A, this is the information that has been entered by the donor when he or she completed the Web form.

D: The Button left arrow long.png button allows you to merge client A with  client B. By clicking on this button, field "Line No." at B will be automatically entered in the box next to "#2" at A. ProDon will merge these two clients and will keep the information at A.

NOTE: It is possible to manually modify the information at A, if desired.

E: The Button Selection 3 dots.png button allows you to search for a client in the database, in order to merge him or her with the client at A.

F: The Form group button.png button allows you to search for a client among the ones to import in order to merge him or her with the client at A.

G: The Bouton efface.png button allows you to cancel the merge of the client at A client with the client at B or with a client from the database or a client among the ones to be imported.

H: This checkbox allows you to validate a yellow code. By checking this checkbox, the yellow code will become green and will therefore become available to be imported.

I: After forcing a new client at C, validating the client at H or merging the client, click on the "Button Check mark Confirm.png Confirm edit" button.

J: This button allows you to validate the client at A and then display the client of the list. By clicking on this button, the checkbox at H will automatically be checked for that client.


Importing Donations

After clicking on the Button magic wand.png button, this window opens.

Importing Donations 010.png

This window contains a message asking if a data backup should be performed before the import. It is important to perform a data backup before importing data since it is an irreversible operation. To continue with the import process if a backup has been performed, click on the "Button Check mark Confirm.png Yes" button. To stop the import process in order to perform a data backup, click on the "Button cancel.png No" button.

NOTE: After clicking on the "Button cancel.png No" button, ProDon returns to the "Import management".


After clicking on the "Button Check mark Confirm.png Yes" button, this window opens.

Importing Donations 011.png

This window contains a message informing you that the forms with a red or a yellow code will not be imported. To continue with the import process, click on the "Button Check mark Confirm.png Yes" button. To stop the import process, in order to validate yellow and red codes, click on the "Button cancel.png No" button.

NOTE: After clicking on the "Button cancel.png No" button, ProDon returns to the "Import management".


After clicking on the "Button Check mark Confirm.png Yes" button, this window opens.

Importing Donations 012.png

Click on the "Button Check mark Confirm.png OK" button.


After clicking on the "Button Check mark Confirm.png OK" button, all donations to be imported disappear.

Importing Donations 013.png

Close this window to return to the "Import management".


Document name: ProDon:Importing Donations
Version : 4.6.9.6