Questions tagged [export]
The export tag has no usage guidance.
111
questions
7
votes
1answer
133 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
180 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 (They are currently using out-of-date MS ...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
114 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
125 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
73 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
32 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
107 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
29 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
34 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
109 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
73 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
2answers
49 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
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
24 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
62 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
16 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
61 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
65 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
158 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
279 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
147 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
28 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
48 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
413 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
49 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
80 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
32 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
79 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
44 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
25 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
69 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
0answers
70 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 ...
1
vote
2answers
209 views
Where is “Unique ID (OpenID)” and how is it used?
I am preparing to do an import of a lot of data, and I want to properly map my data into CiviCRM. This is primarily for event participants of various kinds, so I exported the basic participation data ...
1
vote
2answers
44 views
Can you include CiviCRM ID in exported fields?
Our administrator needs to export email addresses for households and individuals complete with CiviCRM ID so that an audit of imported data can be undertaken. However, CiviCRM ID isn't available in ...
