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Questions tagged [data-import]

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0
votes
1answer
13 views

Primary address being set to the wrong address

I am importing a number of custom contact types. I am importing them with a "Main" address and "Postal Address" location which I created. The default location is set to "Main". However, when I ...
0
votes
0answers
14 views

Is there an easy way to import multiple “multiple choice options” for a contribution custom field?

I have about 80 options for a couple fields - is there an easy way to add those 80 options? Drupal - Civi5
3
votes
1answer
26 views

preserving Member IDs on first import?

I have a list of members that I'm importing from our old system. Since they have unique numeric member numbers, I'd like to preserve the original member number and not muddy the waters by making that ...
1
vote
2answers
44 views

I keep getting Payment Instrument not valid when trying to import Contributions - after upgrade from LTS 4.6 to 5.3.x

We recently upgraded from LTS 4.6 to 5.3.1 (in July). Via the GUI we can see the Payment Method that we'd like to import -> Moneris -> id=6 Importing with Payment Method: Moneris -> fails: Reason:...
1
vote
2answers
32 views

Address formatting

I'm trying to find a way to change the address format in CiviCRM, to the Australian address format. I've had a good search but can only find this these from 5 years ago. https://civicrm.org/blog/...
2
votes
1answer
34 views

Importing events - location

I found the API CSV IMPORT GUI that allows me to import events. The one thing I can't figure out how to map is the location details - city and state. How do I map those two items?
2
votes
0answers
21 views

CSV GUI Import to api — Set 'Last update date'?

I'm importing with "CSV GUI Import to api" extension about 6500 contacts. Is it possible to set 'Last update' date during the import from an in the original database existing data field's value? I can'...
3
votes
2answers
102 views

Importing Contacts into multiple groups

I am trying to work out how to import contacts into multiple groups. The list of contacts to import has some contacts listed in multiple groups. I've been unable to work out how. EG Fred Smith is in ...
3
votes
1answer
33 views

Assigning multiple participant roles in civi event, through imports

I would like to assign multiple roles to event participants through imports. I can upload a csv to assign a user role, but if I import a second data source with a different role, it is set aside as a ...
0
votes
0answers
16 views

PHPMyadmin export missing address and email

I'm in big trouble. I was upgrading CiviCRM and so made an export of the db through phpmyadmin. There was a problem with the upgrade so I went to restore and found that all but one of the address ...
1
vote
3answers
26 views

Fresh Installation, with all old data. Current online version CiviCRM 4.6.20. (WordPress)

I am very glad with the nice CiviCRM! This is an perfect online CRM-system! After a lot years now, i would like to upgrade to the current version. But i am very scared if it would work.. The Current ...
3
votes
2answers
28 views

How did my import result in the State for a different country to the one intended

How could a CiviCRM database have 2 Marylands with 2 different state_province_codes but both be identified with the same country_code? 1019 = Maryland 3497 = Maryland 1228 = United States I only was ...
0
votes
0answers
24 views

How do I append city/state to existing “type individual” zipcodes?

I have 18K Individuals with Name, Email and Zip. How do I Update these records with the USPS database which will append city, state and lat/long. I have tried importing the USPS database as an UPDATE, ...
1
vote
2answers
23 views

Is it okay to have simultaneous data import?

Is it okay to have more than one user import data at the same time another user is importing data? We have a bunch of segmented data to import split amongst multiple employees - is it okay if two ...
0
votes
1answer
17 views

What is the recommended way to upload teenage volunteer and their parents data from csv file

What is the recommended way to upload teenage volunteer and their parents data from csv file This is the info looking to upload First Last Email Cell Address City State Zip Home Phone ...
2
votes
2answers
39 views

Adding contributions doesn't work for certain currencies

I noticed importing or adding contributions in Serbian dinars (RSD) doesn't work. I tried using API Explorer to create a contribution that way but I get the same error I get when I try to import ...
1
vote
1answer
25 views

Smarty causing contact import to fail

I have CiviCRM 4.6.28 on Drupal 7.56, hosted on Pantheon. We are trying to import lists of contacts, but anything above 250 contacts throws a timeout error, due to Pantheon's time limits. The time ...
0
votes
0answers
19 views

Correcting some values during import

I imported certain contact records. Somehow Civicrm filled the country field with country data of its choice for certain records. Now I would like to edit those records. I have exported the records ...
3
votes
2answers
75 views

Failed to import contacts into groups (with csv import) [duplicate]

I have contacts belonging to different groups. I made a first csv import successfully : I have all data of contacts and they are all in the same big group. But then I tried to import them group by ...
1
vote
2answers
28 views

CiviCRM API V3 : Translate Two Digit State to State_Province_id?

I'm using civimigrate for a pretty intense migration into CiviCRM and I have hit something of a puzzler. I have a table with addresses that I am matching to contacts, but I cannot seem to find a way ...
1
vote
1answer
55 views

Import – match to contact by email without creating duplicate email address

Is it possible to use the import function for contacts and match by email, without creating duplicate email addresses for existing contacts? Example: We organize frequent webinars with participation ...
1
vote
1answer
43 views

Membership imports

Can I import membership contact and membership details all in one upload without my contact already existing? Or does my contact need to already be a contact for me to upload membership specifics - ...
1
vote
1answer
62 views

help needed in importing multi value custom fields

For the below custom fields, suppose a contact has two UG degrees B.Tech, BBA and two PG degrees M.Tech and MBA, I want to add additional set of custom field set, and then add the second degree. Like ...
2
votes
3answers
97 views

How to add a tag or group to a set of pre-existing contacts via import?

I have a list of contacts (names and email addresses). I know that all of these contacts are in the Civi database, but I want to add a tag or a group to all of them, and i have the list in a CSV file. ...
1
vote
1answer
62 views

Custom Fields are not showing when trying to import a CSV

I have created some custom fields. I am trying to import contacts with values for those fields. But the fields are not showing up during the step 2 "matching civicrm field" though other custom fields ...
4
votes
2answers
112 views

How to deal with problem data when importing CSV

My first time trying to import CSV data into CiviCRM. The data looks something like the below (changed to not reveal actual names etc). The lines in bold are not importing. I am guessing that in ...