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Hello - I am looking to purchase Invoice Manager and had a few questions. Quick background - one my customers runs a large dance school with about 700 students. For contacts, they will have one or two parents linked to one to many students. We use StackIdeas components - EasySocial, Discuss, and Blog and desire to have an integrated end user experience.
1. Does / Could Invoice Manager support mapping EasySocial custom profile fields to the Contact information fields in Invoice Manager? I would like to ask the parents to input their address only once during registration. We would also like to minimize the amount of data entry the office staff has do to get the contact info set up. Ideally, the office staff could just "attach" a new contact in Invoice Manager to a Joomla / EasySocial user and the contact info would be populated in Invoice Manager with the data already saved in the custom profile fileds of EasySocial.
2. Can you upload / download a list of existing contacts via a CSV file? This would help as we have over 1000 contacts (parents and students) that we would need to enter in manually otherwise.
3. Could we map multiple Joomla users to a single Contact file? They would want to support two parents attached to the same contact so that either of them would see the same invoices for their student(s) when they log in.
Thanks in advance for your answers.
1. Does / Could Invoice Manager support mapping EasySocial custom profile fields to the Contact information fields in Invoice Manager? I would like to ask the parents to input their address only once during registration. We would also like to minimize the amount of data entry the office staff has do to get the contact info set up. Ideally, the office staff could just "attach" a new contact in Invoice Manager to a Joomla / EasySocial user and the contact info would be populated in Invoice Manager with the data already saved in the custom profile fileds of EasySocial.
2. Can you upload / download a list of existing contacts via a CSV file? This would help as we have over 1000 contacts (parents and students) that we would need to enter in manually otherwise.
3. Could we map multiple Joomla users to a single Contact file? They would want to support two parents attached to the same contact so that either of them would see the same invoices for their student(s) when they log in.
Thanks in advance for your answers.
Responses (6)
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Accepted Answer
0Hello,
1. no, that's not directly possible, but it could be customly built for you with our Custom Coding Service.
2. no.. same thing as before. but.. if the contact data will be taken from EasySocial.. why you need also to import using CSV? or the import woudl be to EasySocial?
3. no.. but, again, doable with custom coding. -
Accepted Answer
0Thank you for the quick response! It would be handy to have a CSV import to initially load the contact info into the Invoice Manager. We have the info already and would use the import to quickly load the data vs. having to retype it all in for each family. We have 100's of contacts so the desire is to minimize data entry time for the admin staff.
Another few follow up questions:
1. Do we have to add all info on the contact side or could we just leave that blank and use EasySocial for address info?
2. When someone pays with PayPal, is the payment information automatically added to the backend through PayPal or does the admin need to manually add this payment info for each payment?
Thank you again! -
Accepted Answer
0hello,
ok, well in that case the custom CSV import for contacts should be built.
1. well, as I said, there's no integration with EasySocial as for now. So, if we build this, we can do it however you want it to.. if you want the address to be pulled from EasySocial, we can build it that way.
2. when you say "payment info", what exactly are you refering to? all the info that PayPal provides is stored in the payment's "information" (details) field, in a "raw" method. the paymentis logically also marked as "paid". is that what you mean? -
Accepted Answer
0Thanks - see comments below:
1. If we sponsor the CVS import of contacts - is it something that you could add to the base code so that we don't have to do a special upgrade every time you update Invoice Manager? My guess is that this would be used by any business that was "moving into" Invoice Manager and already had a list of users in MS Excel, etc.
2. When someone pays with PayPal, is the system updated automatically as receiving the payment, posted date, amount paid, etc. for that specific invoice? or does someone have to log into PayPal, read the info, and then manually enter the payment date, amount, invoice #, etc. from the backend of the site.
Thanks! -
Accepted Answer
0hello,
1. well, not really.. not for now. the reason is that the CSV import will be build following your needs and you CSV structure.. so it will adapt to your scenario perfectly. But that CSV structure could not be useful to others. So, for the moment, I'm afraid this would be built for you only.
2. yes, it is. all this is automatic of course. -
Accepted Answer
0Is this comp integrated to use with EasySocial now and how? Will it be updated for Joomla 4 as well?-
Germinal Campsmore than a month agoyes it is: https://www.joomlathat.com/invoice-manager/supported-extensions/easysocial
the integration is an app that will show a user's invoices in their EasySocial profile.
This will eventually be updated to Joomla 4 although this is not ready at the moment.
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