Questions tagged [export]

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2 votes
2 answers
19 views

Export contacts with last donation date/amount (if there is a donation)

I need to export a list of our contacts which is easy enough. However, I cannot figure out how to include in that export if they are a donor - and ideally the date/amount of their last donation. When ...
0 votes
1 answer
20 views

How do I generate a csv report or csv export of CiviEvent participants that includes membership status information?

My organization is running CiviCRM 5.51.4. We have a conference and run registration through CiviEvent. We have separate events for regular paid participants, vendors, students, and complimentary ...
1 vote
1 answer
96 views

How to Transfer Big Data to a Different Domain

I received a SQL error while updating CiviCRM. He asked me to restore the old database, but I didn't have a backup at the time. Therefore I could not make a healthy update. Then I applied all the ...
1 vote
1 answer
20 views

CiviCRM Export Field to indicate which phone number is being used

I'm trying to create an Export that indicates which phone number (out of Main, Home, Work, Billing, Alternative, etc) is being used for the Primary phone number. Is there a specific field I can ...
2 votes
2 answers
88 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 ...
1 vote
1 answer
58 views

Export of custom multiple choice options to CSV files limited to 32 characters

A user is trying to export data from an advanced query on custom fields to a CSV file using the "Export contacts" action. This fails with a backtrace which is attached below. The error ...
2 votes
1 answer
37 views

What permission set allows a user to be able to save a field mapping?

Drupal 7 - Civi 5.45.7 In the past users have been able to create new field mappings (from the Advanced Search screen). Now I can't seem to find a way to allow them to do that without granting "...
1 vote
1 answer
24 views

CiviCase Dashboard exports all cases instead of the results

If I start at the CiviCase dashboard, select "All Cases", then select a Status - I get the search results that I would expect. Something like all the cases of Type X that have status "...
0 votes
1 answer
55 views

Unable to map fields when exporting to CSV

We are unable to map fields when exporting to CSV. Using Primary Field export gets us the standard csv, but when option to select fields for mapping is checked, seems to go into a loop (see attached ...
0 votes
0 answers
11 views

Hello, when I export contributions , tax amount is always 0

people register for memberships, amount includes tax. when I export to csv file, tax always show 0
2 votes
2 answers
87 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, ...
4 votes
2 answers
86 views

Missing data when exporting activities from search results

After upgrading to CiviCRM 5.43 we've noticed that some fields are blank when performing an export after searching for activities. This is something we do regularly and was working fine before the ...
1 vote
2 answers
37 views

Export Contributions with Membership ID

I am attempting to export Memberships and Contributions. When I export Memberships, there is no field to export associated Contribution records/IDs. When I export Contributions, there is not field to ...
1 vote
1 answer
20 views

How to export to excel from a dashlet?

I can't remember how to add the excel button at the bottom of a dashlet. I'm pretty sure I had it previously but I can't find any more how and where to set it back. I have the CiviCRM Export to Excel ...
4 votes
1 answer
58 views

Export full state name - not abbreviation

In the CiviCRM database the States have a full name and an abbreviation. e.g. New York, NY; Paris, 75; British Columbia, BC. The contact export on CiviCRM exports the abbreviation for the state field ...
1 vote
2 answers
71 views

Is there a way to export Group Details?

Is there a way to export Group Details? I've tried to look into the custom reports, and various report options, without success. Ultimately, it would be great if you could export group details similar ...
0 votes
0 answers
55 views

Cannot export Participants - DB Error: unknown error

I choose the Export PRIMARY fields when export a participant, I always get the error "DB Error: unknown error" after click the Continue button at step 2. Export Options. I open the debug ...
4 votes
1 answer
40 views

How can I move my Form Processor configuration between two sites and/or reorder my actions?

I see an Export link when I go to Administer menu » Automation » Form Processors, but it seems like you need to write an extension to move the form between sites. Is this my only option? As a related ...
2 votes
1 answer
29 views

Is it possible from web interface to export Notes' dates?

We are attempting to download all details on some of our donors, including the notes, but do not see among the fields to be exported the date of Notes. We can export the Note itself, but no details ...
3 votes
2 answers
107 views

Why are export field mappings not available for custom search results?

When using custom searches such as the Include/Exclude search, the resulting contacts can be exported, but there's no option given to select the fields. Fields to be included in the export file are ...
1 vote
0 answers
27 views

Custom Field data missing in export

For an event we wanted to aks for more information so i set up a set of custom fields. I added this to a profile and added some more fields I added the profile to an event registration. If a user ...
2 votes
1 answer
28 views

When exporting data from CheckBox field, can value of be different from what is displayed?

When exporting data from a custom CheckBox field, can the value of the data exported be different from what is displayed? For example, the checkbox Multiple choice is labeled "Asked" but I would ...
2 votes
1 answer
61 views

Upgrade from Drupal 7/ CiviCRM 4.6.38 to Drupal 9 / CiviCRM 5.37.2

Good morning ladies and gentlemen, I would like to upgrade my old installation of CiviCRM on an old system (Drupal 7, CiviCRM 4.6.38 ) to an up to date system like Drupal 9 / CiviCRM 5.37.2. Are there ...
0 votes
2 answers
41 views

How to export contact list that includes total contributions to date?

I can only either export my contacts, or contributions. Is there a way to export an amalgamated list of contacts including all contributions made by each contact, either that year/per year/within date ...
1 vote
2 answers
76 views

How to automatically generate a csv file?

I need to daily update a list of members between civicrm and an external website on an other web server. Is there a way/extension to do so from a smart group ? First step would be to automatically ...
0 votes
1 answer
51 views

Moving all contacts from CiviCRM to Kepla

my organisation is currently switching from CiviCRM to Kepla. I'm wondering about the best way to export all contacts information out of Civi and import it into Kepla. I have been able to export ...
1 vote
2 answers
64 views

exporting custom data structure

I'm looking for some recommendations. I've inherited a CiviCRM instance with a quite complicated custom data structure, and I want to review and update it. I was wondering if there were any tools or ...
2 votes
2 answers
59 views

CiviCRM exports displayed in browser – no download / header missing

We're facing an issue with contact exports. They become displayed in the browsers as raw text. We recently updated to php 7.1 and CiviCRM 5.25.0 but unfortunately and due to infrequent use of the ...
0 votes
1 answer
33 views

Why does my CSV export use semi-colons?

A simple search and then use the export option from the drop down generates me a csv file that isn't - i.e. it's a semi-colon separated values file, not commas. There doesn't seem to be any setting ...
0 votes
1 answer
30 views

How to export member type after an advanced search

I am doing an advanced search in our database. Members Current - Primary and a proximity search for these members to be within 100kms of a postal code. my problem: when I go to export my results I ...
0 votes
1 answer
20 views

Exporting data (users) into another location?

is there a way to automatically export a file (with contacts information) outside of the CiviCRM installation to another location? I'm using CiviCRM on Drupal and before looking at Drupal's side, I'm ...
1 vote
1 answer
130 views

Exporting Contacts to a .csv file

How do I export all contacts to a .csv file?
1 vote
1 answer
40 views

Fatal error on Export in 5.18.1

I just updated to 5.18.1 to resolve a bug caused when selecting " Exclude contacts with "do not mail" privacy, no street address, or who are deceased." But now I have a new issue: I set up an export ...
1 vote
1 answer
44 views

New 'Contact Exported' and 'Activity Exported' activity

One of our clients has noticed that every time they export a contact (Adv Search or via a Report) an activity is created against each contact of type 'Contact Exported' with the date and the staff ...
6 votes
3 answers
256 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 ...
2 votes
1 answer
35 views

how to download all contacts onto excel spreadsheet?

I want to download all my contacts onto an excel spreadsheet. I also want to include what group they are in, all the invitations and literally all the information I have on there. How do I do that?
4 votes
3 answers
256 views

Contact export runs very slowly, creates huge temporary DB files

I was alerted to this problem when a contact export was performed that maxed out the 40GB of spare disk space and crashed the entire server. I found that exporting even a small number of contacts ...
0 votes
1 answer
35 views

Advice for moving from Access to CiviCRM

Our client has asked us to move them from a legacy MS Access based membership system to CiviCRM (on Drupal). Their existing system encompasses many years of memberships, accounts, academic records etc....
1 vote
2 answers
136 views

How do you export a multi record set?

On CiviContact we have a number of custom fields set up as multi-record sets. Any ideas on how these can be exported? The import to a multi-record set is hidden on the main import page > tooltips pop ...
2 votes
1 answer
29 views

Export contacts as displayed?

Is there a way to export contacts (to a csv) as they are displayed without having to create a field mapping?
0 votes
2 answers
61 views

Export to csv/xls with a template

I have a customer who is an old-aged volunteer and is not so familiar to spreadsheets but still needs to use them until the whole database is imported and I want to make the export from CiviCRM easier ...
3 votes
2 answers
96 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 ...
0 votes
1 answer
66 views

Data too long for column breaks export

The error is e.g. Data too long for column 'custom_194' at row 1 Our values are 1 character so we set the DB Field Length to 1. However, this makes exports of this same field fail. It is exporting ...
0 votes
1 answer
115 views

Export all data for Contact

i'm new on civicrm and try to export specific contacts. I found the search menu to select the data and i made an export with " Export PRIMARY contact fields" but some fields are not in the export. How ...
1 vote
1 answer
40 views

Current employer not exporting to CSV

I have tagged a group of contacts and am exporting them to a CSV file. When I do this, of the 30 contacts only about 25 show the current employer in the CSV file. I checked the remaining five and they ...
1 vote
1 answer
133 views

Export all contacts using SQL Query

I want to export all contacts with all field values through SQL. I'm not able to export from CiviCRM, it throwing 504 Gateway timeout error. What will be the SQL query?
3 votes
1 answer
83 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 ...
3 votes
1 answer
163 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
1 answer
12 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
2 answers
82 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 ...