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Questions tagged [export]

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7
votes
1answer
135 views

Help: Fatal error doing an export (Civi 4.7.4)

I have just upgraded my Drupal 6 site to the latest CiviCRM 4.7.4 All seemed to go well except that when I try to export contact records (using primary fields). I get the following fatal error: ...
6
votes
2answers
184 views

Connecting Civicrm to Quickbooks classes / subclasses

I have three organizations that use Quickbooks and some other process to track contributions. I would like to encourage all of them to move to Civicrm. (They are currently using out-of-date MS ...
6
votes
1answer
80 views

Contacts export only contains one entry

In CiviCRM 4.7.5 and 4.7.6 (tested in both) we have a problem exporting event participants. If you 'find participants' > search results screen > select all records, and then click 'export ...
5
votes
1answer
115 views

Exported custom date fields formatted incorrectly

The error seems to occur during the export process and affects only custom date fields, not those that are built-in. My custom date field is set to use "mm/dd/yyyy", and stores correctly in the sql ...
5
votes
2answers
1k views

Get CSV via REST?

Is there a way to get CSV-formatted output via a REST call? We have a 3rd-party app that can import data periodically from a URL pointing to a CSV file, so the aim is to provide it with a Civi URL (...
4
votes
2answers
127 views

is there any way to restrict data export?

Is there any way to restrict data export while still allowing users to see all data? I still want to give this permission 'View ANY CONTACT in the CiviCRM database, export contact info and perform ...
4
votes
1answer
74 views

Exports in 4.7.6 are not working correctly

If I do any type of search and then try to export my search results, the export CSV only contains one record. Even if the search finds hundreds of records, and I tell the export to export them all, I ...
4
votes
3answers
62 views

CiviCRM Raw Data Files

We use CiviCRM for our nonprofit, and we're trying to figure out how we can export our raw data in order to upload it into some custom apps. Any help would be very much appreciated! Cheers, Jillian
4
votes
1answer
30 views

How to prevent selecting the wrong file format?

When you close an accounting batch, you are asked if you want the exported file in IIF or CSV. We export to CSV every time since we don't use Quickbooks. Just now, however, our office manager ...
4
votes
2answers
88 views

How can I change what data gets exported using the Accounting Batches feature?

I want to use the accounting batch feature to group together and export transactions data so that I can them import that data into my accounting system (Xero). But Xero has a strictly defined ...
4
votes
1answer
34 views

Is there a way to search/export potential duplicates?

I'm about to run dedupe (Contacts > Find and Merge Duplicate Contacts) and I was wondering if there is a way to put all potential duplicates from a certain rule into a group so I could export them as ...
3
votes
1answer
110 views

Is it possible to export a newsletter to PDF

I have a newsletter that I have sent out to our contacts. I would like to export or save it as a PDF to post on our blog. I tried to copy the the HTML code into the blog, but the tables were not blog ...
3
votes
2answers
30 views

How to deactivate “update this field mapping” for users?

I would like the users to have only permissions for saving a new export mapping, and not updating the existing ones. Where can I modify this permissions? Thank you!
3
votes
2answers
52 views

Extracting a report/pulling a search result to CSV but setting an exported flag to indicate this

I am looking for a way to mark data as exported in some way. The scenario is that we are receiving and capturing data for enquirers (people making enquiries) on behalf of a third party. The 3rd ...
3
votes
2answers
37 views

Exporting primary addresses exports non-primary addresses for some contacts

I'm exporting contacts with both home and billing addresses, where the home address is set as primary. Even though I've selected primary as the address type for all address fields in the export fields ...
3
votes
1answer
118 views

How do I export my contacts as a .csv or .txt file?

How do I export my contacts as a .csv or .txt file? I need this for my records and can not find where I can do this. Please help. Thankyou.
3
votes
3answers
74 views

Possible to import Contacts and Activities at the same time?

Currently we are pulling multiple new contact lists from different sources daily. They have to be imported and assigned activities in order for staff to process them as necessary. Our process now is ...
3
votes
2answers
57 views

Can I report data from a disabled custom field or option?

I'd like to disable some custom field fields, because we no longer want users to enter that data. But then I can no longer see the field in report filters. Is there another way I can get that data out ...
3
votes
1answer
56 views

exporting data with custom field nantionality exports country id instead of country name

I have a custom field nationality and after upgrading to Civi 4.6.9, i noticed that when i export contacts with custom field nationality, first entry has the name but the rest are the country ids, see ...
3
votes
1answer
25 views

Import/export database from old CRM version(5.4.0) to New CRM version(5.15.2) in wordrpess

Currently I am using Civi CRM (5.4.0) and want to upgrade it. I downloaded new version and installed it in my wordpress website. I had a separate database for CiviCRM. When I installed & ...
3
votes
2answers
63 views

Export contact info from MailChimp

I just tried to export all my contact info from MailChimp. Basically, it worked and I am now the happy owner of a pretty CSV file... but all the data is saved in only one column, one row per contact. ...
3
votes
1answer
60 views

How to export website field for a contact where website is specific website type?

I select some contacts for export. In my field mappings, I add Website but it does not give me the option to choose a specific website type. Is there any way to do this?
3
votes
3answers
109 views

Export Checksum

Is it possible to export a checksum? This is an essential step to using a range of external services - alternate bulk email(Mail Chimp), QR code creation for name tags, etc. But checksum does not ...
3
votes
1answer
24 views

participant status doesn't export

I just upgraded to Civi 4.6.3 yesterday. I'm running it on Drupal 7. I tried to export some participant records today, including the participant status. Everything exported fine except the participant ...
3
votes
0answers
19 views

Thank you letter export to Word - maintaining fonts

CiviCRM 5.7.6, WordPress 5 My client has a message template for thank-you letters (contribution) that utilizes Google Fonts. The fonts export and render perfectly in PDF, but do not work in the Word ...
3
votes
1answer
63 views

Using Export Contacts from Search Builder w/ Field Mapping, mapped field's columns not exported

Website is running 4.7.25 over Drupal. I was able to replicate this on this demo site, which is running at version 4.7.28, as well: http://dmaster.demo.civicrm.org/civicrm Here are the steps to ...
2
votes
1answer
67 views

How to change date format in exports

I am using Civi 4.7.29 on Wordpress 4.9.1 When exporting the membership list for postal mailing, the expiration date is shown as YYYY-MM-DD. I would really like it to be MM-DD-YYYY. To export I ...
2
votes
2answers
163 views

Exporting relationships

I have an individual who receives from one to many honors. The honors are listed and an organization. I created a relationship and have loaded the relationship. If I look at relationships in the ...
2
votes
2answers
280 views

Can you import financial data into Sage accounts?

I am aware that you can export financial data from CiviCRM as an IIF or CSV file. Can this data be imported into Sage accounts software? Does anyone have any experience of this?
2
votes
1answer
150 views

Getting data automatically from CiviCRM to Google Spreadsheets?

Is there an easy (semi-)automatic way to get data from CiviCRM to Google Spreadsheets? Data on CiviCRM side could come from search results (smart group) or a report. On Google Spreadsheets side I ...
2
votes
1answer
9 views

How can I export a zip code with the suffix in the same field?

I send my addresses to a mailing house for a bulk magazine mailing. They require my zip+4 in one field. I can fix this in LibreOffice or Excel, but I have to be careful that my spreadsheet app doesn'...
2
votes
2answers
26 views

Error “Cannot unset string offsets” exporting using custom field mapping

I'm running civiCRM 5.17.5 under Joomla 3.9.12 When I select a specific smart group with a saved field mapping for export, and select "Exclude contacts with "do not mail" privacy, no street ...
2
votes
1answer
30 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 ...
2
votes
1answer
50 views

Problem exporting due to multiple addresses of one location type (e.g. two 'home' addresses)

I have run into a problem where someone created a Webform using Webform_CiviCRM and for some reason added two address field sets to the contact, with the street address in one of them and the city/...
2
votes
2answers
424 views

Export all data

How do you export all data, for example, all data for organization records, or for person/individual records? I want to compare data from a database we just moved to Civi and make sure data came thru ...
2
votes
1answer
50 views

Why the change in how Soft Credit information in exports?

After recording contributions in Civi, I always export those contributions. All soft credit information used to be included with the primary "Hard Contribution" data, but now (perhaps as of 4.7?) you ...
2
votes
1answer
98 views

Need help with export.php (CiviCRM 4.6 & Drupal 7)

I'm using an older version of CiviCRM (4.6) with Drupal 7 on Linux and until now I've not really used the command line stuff for CiviCRM, only for Drupal. But I now need to do exports & imports ...
2
votes
1answer
35 views

“Post Code Suffix” in Reports is the same as “Postal Code”

I'm running CiviCRM 5.10.4 on top of Drupal 7.63 on Debian, with localisation. My contacts have UK-style postcodes with the first half (e.g. "M19") stored in "Postal Code" and the second (e.g. "3JD") ...
2
votes
1answer
62 views

How to get the WordPress Username in a contacts or membership export

Is it possible to include the WordPress username in the export of contact & membership details? We would like to include it in a mailmerge for new members who joined by post. Thanks Steve
2
votes
1answer
108 views

Import and Export failing and returning no error message

I recently moved my CiviCRM install from a local in-house server to a cloud server hosted by Siteground. Everything is working beautifully except for the import and export. My database is around 60,...
2
votes
1answer
80 views

Exporting Notes for Contacts Resulting in Incomplete Notes

So I'm new to using CiviCRM and I'm having some difficulty exporting my contacts properly. More specifically, I am unable to export all of the notes from a few of the contacts. I have been using the ...
2
votes
2answers
70 views

When exporting contacts using custom selected fields, results in “Undefined Index …Mapping.php Line 622”

When trying to export a list of Contacts selecting a previously defined set of Export Fields, system throws this error:"Notice: Undefined index: in /home/.../Core/BAO/Mapping.php on line 622" When ...
2
votes
1answer
46 views

Export Activities associated with CiviCase

We're currently discussing whether it's possible to use the activities recorded in a Case (including the scheduled activities in a timeline), export them into Excel and convert it into a Gantt chart, ...
2
votes
0answers
26 views

Search primary details only, turned off - duplicate/additional case export lines

The additional feature to choose whether or not to search primary details only (introduced somewhere in Civi 4.7) has an undesirable effect on case exports - with the preference set to 'no'. As an ...
2
votes
1answer
70 views

Grant Export Custom field Cutoff

On a brand new Drupal 7 / CiviCRM 5.6.0 install I created a custom field group for Grants and added one Contact Reference field and then created 2 grants. When I search for grants and export and try ...
2
votes
1answer
76 views

Multi-value Custom fields not showing up for export

I have created custom fields for individuals. When I am trying to export data, those which are single value custom fields, I am able to export. While Multi-value Custom fields are not showing up for ...
2
votes
0answers
32 views

Mailing labels with multiple relationships

Hoping for a little advice on the best way to address the following situation. We have individuals with relationships to organizations. Each individual can have multiple relationships to ...
2
votes
0answers
16 views

Slow exports when 'groups' field included - trying to debug

I'm having trouble with extremely slow exports when the 'groups' field is included, in 4.6.17. I tracked it down to the main export query, and taking out the irrelevant stuff it breaks down to: ...
2
votes
1answer
56 views

ACL setup to deny export rights

is there any way to set an ACL (or any other permission) that denies some groups the right to export contacts during Advanced Search, while still allowing the search to take place... I'm aware that I'...
2
votes
0answers
54 views

How can I select soft credit fields when exporting contributions?

We just upgraded to CiviCRM 4.6.6 (under Joomla! 3.4.4, PHP Version 5.4.44, MySQL 5.6.23) from CiviCRM 4.5.2. The fields Soft Credit For and Soft Credit Amount no longer appear in the drop-down list ...