Questions tagged [data-import]

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26 views

Warning “mismatched contact IDs” when trying to update existing individual records

I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations. I've already done ...
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0answers
13 views

Import Contacts to CiviCRM using SQL query

How to import contacts to CiviCRM using SQL query? It should include the Group name too. I have a huge database need to import in CiviCRM, currently getting timeout error if I upload more than 1000 ...
2
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1answer
24 views

import mapping dont save for custom fields on contact subtypes

As the title. If I create custom field set against a contact subtype, then import fields from a csv (saving the mapping for later use), none of the mapped fields are saved for the custom fieldset. i....
1
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1answer
14 views

I need some help resolving db error:unknown error CSV Import helper when selecting a CSV from my desktop

I prepared a CSV for upload. I'll have to make multiple passes on the upload because I have single entry items and multiple entry data in the spreadsheet. I have created all of my custom fields. I ...
1
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3answers
69 views

Issue exporting and importing Contacts / Membership data

first time posting and really hope someone can help me! We are trying to EXPORT our data from an old installation of CiviCRM on a drupal server IMPORTED into a new installation of CiviCRM on ...
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2answers
17 views

Import donations from an external source using Form processor

We have a customised platform where we have been receiving donations before moving to CiviCRM. This platform will continue to be in use. We would like to import all the donations and the contract ...
2
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1answer
33 views

How do you import contributions as Pending (Pay Later)?

After reviewing Pay Later status on imported contributions - I followed the answer - created a column listed as Is Pay Later - and added the value 1 to all contributions. Did it again as Yes - both ...
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1answer
18 views

lid wel beend maar niet gepresenteerd

Ik heb gisteren Nick Poelenjee toegevoegd als lid Den Haag. Ik zie hem niet terug bij de lidmaatschappen. Als ik hem opnieuw wil aanmelden dan zegt het systeem hem wel te kennen. Hoe los je dit op
2
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1answer
39 views

Importing contributions: “Expected one Contribution but found 25”

I am getting an error when I import contributions. I have successfully imported contributions before from other data sets. This dataset is a little more rich and I have now added a 3 custom fields ...
2
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1answer
58 views

503 Error with large CSV import

I’m hoping to use CiviCRM to manage campaign contacts for voters across many counties and need to upload BOE data to do it. It’s about 210 MB in total, but I have it broken up into CSVs under 30 MB ...
3
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1answer
53 views

How do I bulk import Communication/Privacy preferences?

I want to import a large group of people and some of them have opted out of SMS communications and some have opted out of email communications. I have tried multiple ways of entering the fields in my ...
2
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1answer
41 views

How can I export Contact Contribution and event data?

Our database was handled very roughly over last couple of years and tested features recklessly. Mixed events payments with contribution payments etc. Numerous price sets. Bot attack was also another ...
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2answers
44 views

Is there a best practice or recipe for migrating a two database CiviCRM installation into one database?

I am replicating a Drupal 7 CiviCRM installation into a Pantheon CiviCRM Kickstart site. I have gone through the tedious effort of moving the Drupal content and settings from a default Drupal profile ...
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0answers
32 views

Importing Justgiving Data into civi

We have done a bit of searching and it looks like there is or was a just giving import by veda (https://github.com/veda-consulting/uk.co.vedaconsulting.module.justgivingImports) that looks to be out ...
3
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3answers
90 views

Import Contacts with Email field issue

If I import contacts via a CSV file and indicate a home email, the email address does get imported without any issue. However, in order to send an email to the contact (in my case sending to an ...
1
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1answer
35 views

Mass update / import bulk email preferences?

So - here is the deal - we have an excel sheet with hundreds of contacts - with which email they would like set as bulk mail. While doing an import, I see no option to indicate bulk mail preferences - ...
2
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1answer
33 views

Deleting Contributions

I imported 50 new contributions but it did not import correctly. How do I delete a contribution? Previous suggestions have been to follow this process: Contributions > Find Contributions > *Enter ...
3
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2answers
37 views

Mass upload of file to records

I have a bunch of certificates which are scanned as images that needs to be uploaded into the correct record to be attached in the Certificate file field. Can this be 'imported' like how you can ...
1
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2answers
33 views

Data Importation Issue

Procedural question... I have a record set of individuals related to various organizations. The employee/individual info set is handled well, EXCEPT FOR organization name... i can get work phone, ...
1
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1answer
23 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 ...
3
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1answer
33 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 ...
4
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3answers
108 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:...
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2answers
100 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/...
3
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1answer
61 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
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0answers
25 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'...
6
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3answers
175 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
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1answer
99 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 ...
1
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3answers
39 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
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2answers
30 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 ...
1
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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
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1answer
19 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
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2answers
45 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
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1answer
34 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 ...
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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
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2answers
123 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
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2answers
49 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
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1answer
73 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
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1answer
66 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
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1answer
94 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 ...
3
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3answers
234 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
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1answer
89 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 ...
3
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2answers
135 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 ...