3

I want to do a contributions import using a spreadsheet exported from Go Cardless.

When matching this info to contacts in Civi, 'External Identifier' is a mandatory field. I want to override what exists there as not everyone currently has an External Identifier, using data from Go Cardless.

How do I do that?

Thanks!

Improve this question
1
  • Do I need to run an import of the contacts again but use a dedup rule that only applies to another field, and select 'update' rather than 'skip' for duplicates?
    – Nicola
    Jul 8 '16 at 11:24
2

If you don't have 'External Identifier' for everyone yet - do a Contact import first!

Contact import: Include the data fields used for contact "matching" based on your configured Duplicate Matching rules. For the default duplicate matching rules, you would include 3 columns in each row with the contributors' First Name, Last Name and Email Address.

Your main Goal here is to find the Contacts in your Database and add an 'External Identifier' for them (and these come from your Go CardLess)

Contribution import: Very straightforward now that everyone has an 'External Identifier' - you can even now dump the name fields; all you need is 'External Identifier' and the contribution data columns.

Improve this answer
0

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.