Questions tagged [export]
The export tag has no usage guidance.
140
questions
7
votes
1answer
143 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
3answers
223 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 (They are currently using out-of-date MS ...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
86 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
142 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
222 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 ...
4
votes
2answers
155 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
3answers
85 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 ...
4
votes
1answer
77 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
1answer
24 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 ...
4
votes
3answers
71 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
3answers
221 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 ...
4
votes
1answer
31 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
105 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
37 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
191 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
33 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
68 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
83 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
2answers
74 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
198 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
2answers
97 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 ...
3
votes
1answer
63 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
35 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
3answers
129 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
2answers
96 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
71 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
1answer
19 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 ...
3
votes
1answer
74 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
1answer
130 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 ...
3
votes
1answer
25 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
25 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
62 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
1answer
110 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
354 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
199 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
22 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 ...
2
votes
2answers
56 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 ...
2
votes
1answer
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
2answers
66 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
71 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
54 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
501 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
56 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
27 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
1answer
31 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?
2
votes
1answer
27 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?
2
votes
1answer
178 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
198 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
66 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
