• Resolved chaosbuster

    (@chaosbuster)


    I have membership types setup and things were working good until the upgrade to Version 0.3.6.

    1. A new Organization Member registered. Provided an email as an individual and also an email for the ‘On Behalf Of’ an Organization.
    2. Saw an individual WordPress account created then sync with an individual CiviCRM contact, but an account was not created for a WordPress account for the Organization. NOTE this was working before this last update.
    3. I created a WordPress user account manually for the Organization with the same email address as the CiviCRM Organization contact. I waited for about 5 minutes and refreshed the CiviCRM Organization contact, but it is not synced. This was working before in this manner.
    4. I ran the Member Sync from within CiviCRM and it did not sync these new WordPress user to the Organization CiviCRM contact.
    5. When I ran the Manually Sync in WordPress, but it did not sync the WordPress user to the Organization CiviCRM contact.

    Side note regarding #5: It did ‘create new WordPress accounts’ but…some accounts were already existing, some new. Trying to figure out why it created these accounts, but focused now on why it’s not syncing Organization contact emails to WordPress user accounts.

Viewing 5 replies - 1 through 5 (of 5 total)
  • Thread Starter chaosbuster

    (@chaosbuster)

    Adding more detail in case it helps:

    For my Organization CiviCRM contacts, I’m using ‘Main’ as the Primary email type. For the contact that I was referring to above in the steps, it only has one email address.

    Thread Starter chaosbuster

    (@chaosbuster)

    Regarding the Side note for #5: These new accounts that were created had the ‘Employer of’ relationship for our Organization Memberships so step #5 does seem to be checking the valid relationship for creating accounts for individuals associated with Organization Memberships.

    Thread Starter chaosbuster

    (@chaosbuster)

    Bingo! I see what it did…

    Problem #1: When the individual registered to become an Organization Member, from what I can tell (based on email notifications for New Member Requests and user accounts to approve in WordPress) the process did not create a WordPress user account or try to find a matching email for the Organization. NOTE: This may have been caused by the update process to the plugin defaulting to only create accounts for individuals. I did not uncheck this plugin settings option until after I noticed the Problem #1.

    Problem #2: After I noticed no account was created associated with the Organization when the individual registered to become an Organization member, I created a WordPress user account for the Organization CiviCRM contact. The problem is that the sync did not find the existing CiviCRM Organization contact with the matching email address. It created a new CiviCRM Individual contact for the new WordPress user account.

    To resolve #2 for this Organization Membership registration, I went into the CiviCRM matching database and fixed the CiviCRM contact reference. CiviCRM now recognizes the Organization’s WordPress login account with the CiviCRM Organization contact record. I also deleted the duplicate Individual contact that was created in error for the organization.

    Plugin Author Christian Wach

    (@needle)

    @chaosbuster Phew, sounds like you discovered solution to your issue.

    A little background to this FYI: I assumed people would see the Upgrade Notice for 0.3.6 prior to upgrading. This is the full text that should have been displayed:

    This version introduces a setting to allow sync to be restricted to CiviCRM Contacts of Contact Type “Individual”. Once you have upgraded, please review plugin settings to make sure yours are correct.

    I can now see that Upgrade Notices are not nearly as prominent as they should be.

    As you have found, the plugin’s Settings page now has the following section:

    Other Settings

    In versions of CiviCRM WordPress Member Sync prior to 0.3.5, all CiviCRM Memberships were synchronized to WordPress Users. This meant that Organisations and Households also had corresponding WordPress Users. If you want to restrict syncing to Individuals only, then check the box below.

    Synced Contact Types [] Synchronize Individuals only.

    This is now checked by default as a result of this discussion on GitHub where it was suggested that installs having Organisational contacts were likely to be less common than those without. As you can tell from the discussion, I was reluctant to make the change of priority – but either way someone was going to get a surprise. In this instance, it happens to have been you – sorry about that.

    Let me know if you run into any further issues.

    Cheers, Christian

    Thread Starter chaosbuster

    (@chaosbuster)

    Thanks for the clarification, Christian. THANK YOU for offering this plugin and continuing the support for syncing with the Organization contact type. I was told when deciding whether to utilize user accounts to organization this way, that I was a minority in the usage this way, but…it is working great for us.

    Will monitor to see if was just the checkbox switch. ??

    Thanks again!

Viewing 5 replies - 1 through 5 (of 5 total)
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