0

I'm trying to import notes into CiviCRM with only an external identifier. Inside the current database, the contacts are already assigned these external identifiers correctly within CiviCRM.

I was recently given a .csv file with three columns: Name, External Id and Note. I need to ignore the name completely because the name in this .csv file is a combination of Prefix, First ,Last and Suffix as one field. The names don't match up with my current records, because each part of a contacts name within CiviCRM is its own field. Also, I believe there are too many string variances in the combined name structures to effectively parse them out into 4 fields with code.

So with that information, I am trying to ignore the name completely and using the External ID and Note only in the import.

The setting I am using are:
Contact Type: Individual
For Duplicate Contacts: No Duplicate Checking
Dedupe Rule: Left blank

Field Mapping:
Name: do not import
Id : External Identifier*
Note: Note

Result:
9668 errors / 9668 rows
"Missing required fields: First Name and Last Name OR Email Address"

What is the point of an external identifier if CiviCRM still requires another identifier?

My real question is; How do I do an import with External ID only in the UI for individual notes? I am thinking about writing a PHP script to try and force the notes into the MySQL database, but setting up a custom script seems like overkill for something I thought would be trivial.

Note: I can't use email because many of the contacts don't have one

3

You need to choose 'Update' for 'For Duplicate Contacts' option on the import screen if you want to update the contact using import.

enter image description here

Cheers

Pradeep

  • This removed the name / email requirement (worked). Thank you – Kurt Leadley Sep 5 at 16:02
  • Happy to help...cheers (y) – Pradeep Nayak Sep 5 at 16:03

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.