Entry Type Organization, but not set

OK, after I segregated the organizations, departments and contact names, I did the import.

But now, there is only one entry per organization and the organization appears multiple times. I wanted multiple entries to appear under an organization when one drops down the organization name. It does the user no good to guess which names appear under one of multiple organizations.

Is there anything that can be done about this?

Thanks, Paul

I took a look at the code (that’s the nice thing with open source) and it seems the selection is done by :
Connexion\Plugins\connections-csv\submenu\csv.php
I modified line 253 and all records imported as Organizations :)
BUT unfortunately I lost all the last names :(

Please help…

@ Olivier

re: because an organization entry can not have a first and last name… Why not?
I’ve never seen an organization (business) that had a first and last name with the possible exception sole proprietorship, even then many operate under a org (business) name. So, Joe Smith and Bros Plumbing would still be an org name even though Joe Smith is within the org (business) name. Joe Smith would be its contact name, not the org name. So, with that said, an org can not have a first and last name and it will not be saved.

re: If you want to force importing Organization that would override the automatic selection based on “Last Name”. I just tested it and it’s unfortunately not working.
Sounds like you’re using an old version of the CSV Import.

re: The best would be to have a relational database with 1 Org. to n Ind.
Sure, if there were enough of a demand for such a structure. From my experience in supporting Connections that’s a level of complexity that would be lost on most and not really even needed to meet their needs.

@re: Connexion\Plugins\connections-csv\submenu\csv.php I modified line 253
Looks like you’re using CSV Import 0.8. That’s pretty old. The current version is 1.2. You should really update. You can download it from your purchase history.

Updating will not change the entry type logic, if anything it is a bit more explicit:

/*
 * Attempt to determine the entry type by the data supplied in the CSV
 * If the type is not supplied, it must be either these values:
 *
 *      * individual
 *      * organization
 *
 * If it can not be determined by the supplied data, unset the row.
 */

// Valid entry types.
$entryTypes = array( 'individual', 'organization' );
$entryType  = isset( $row->entry_type ) && ! empty( $row->entry_type ) ? strtolower( $row->entry_type ) : NULL;

// Set the entry type if it was supplied in the CSV file.
// If the entry type was not supplied, attempt to guess it from the supplied data.
if ( 'individual' == $entryType &&
     ( ( isset( $row->first_name ) && ! empty( $row->first_name ) ) && ( isset( $row->last_name ) && ! empty( $row->last_name ) ) ) ) {

    $entry->setEntryType( 'individual' );

} elseif ( 'organization' == $entryType && ( isset( $row->organization ) && ! empty( $row->organization ) ) ) {

    $entry->setEntryType( 'organization' );

} elseif ( ( isset( $row->first_name ) && ! empty( $row->first_name ) ) && ( isset( $row->last_name ) && ! empty( $row->last_name ) ) ) {

    $entry->setEntryType( 'individual' );

} elseif ( isset( $row->organization ) && ! empty( $row->organization ) ) {

    $entry->setEntryType( 'organization' );

}

re: unfortunately I lost all the last names
You can force entries to be imported to a specific type, as explained, but an org entry can not have a first and last name, the data will not be saved.

To me, and I’m making assumptions here, it sounds like you’re really importing individuals that are part of an org/dept, not the other way around.

Import your csv file as individuals with first and last names, do not make them contact names because that is completely different. Make sure each individual has their org and dept fields set.

Now, go to the Connections : Settings admin page and click the advanced tab. Enable the link options for org and dept.

You’ll still be presented with a list of individuals but their org and dept names under their names will be links. When a user clicks on those links the results will be filtered by the org or dept the user clicked.

I hope it helps get you closer to what you’re trying to achieve.

@ Olivier

re: We are talking about organizations, not individuals. Yet the main contact in the association is very useful.
If that is the case, then you want to map the first and last name fields to the contact first name and the contact last name fields.

If I have not asked and you have a moment, I would truly appreciate a review as they really do make a difference. Many thanks in advance!
http://wordpress.org/support/view/plugin-reviews/connections