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CiviCRM 4.7.29 / WP 4.9.4

Maybe it's a bit of OCD but I imported about 1000 Organizations and the name imported into Contact name. That left the nickname and legal name fields blank, which drives me nuts. I want them to match the Contact name.

I tried to use Profiles thinking maybe I could specify a variable pointing to each record's Contact name but I couldn't figure out how to make it work.

Is there a way within Civi to update a large number of records to achieve this?

thanks

  • 2
    why not just reimport in to those other fields? – petednz - fuzion Mar 1 '18 at 19:28
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This chapter of the user guide should help you: https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/#updating-multiple-records-at-the-same-time_1

Basically you:

  1. create a profile with the field you want to view + the ones you want to update
  2. Search for the contacts you want to update
  3. With the search result actions you select Batch Update with Profile and use the profile you created
  • In my 2nd paragraph I mentioned that I tried Profiles already. Unless I'm missing something, my understanding is that Profiles allow you to do a one-to-many update. I'm looking for a many-to-many update. – JP6805 Mar 1 '18 at 17:22
  • afaik there is no standard solution then. It would be pretty straightforward to write a small import script or do this with SQL. – ErikH - CiviCooP Mar 2 '18 at 10:43
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You could try:

  • putting all these contacts to a CSV,
  • open in a spreadsheet and duplicate the name column a few times, then
  • reimport in CiviCRM with the "Update" option and a dedupe rule that makes sense, this time specifying nickname and legal name matching. (For example, you could set up a dedupe rule for Internal ID to make it easy to match).
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    not sure you need to specifically set up a rule to do so - i think if you import and the import includes Internal ID then it just works – petednz - fuzion Mar 2 '18 at 20:30
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I was looking for a way within Civi but I think the easiest way is to do a reimport again, thank you both for the suggestion

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