Questions tagged [export]
The export tag has no usage guidance.
150
questions
7
votes
1
answer
149
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:
...
- 1,114
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 (They are currently using out-of-date MS ...
- 61
6
votes
1
answer
96
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 ...
- 658
5
votes
2
answers
180
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 ...
- 1,116
5
votes
1
answer
164
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 ...
- 1,047
5
votes
2
answers
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 (...
- 12.6k
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 ...
- 3,284
4
votes
2
answers
256
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 ...
- 305
4
votes
3
answers
97
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 ...
- 123
4
votes
1
answer
81
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 ...
- 188
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 ...
4
votes
3
answers
86
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
- 41
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 ...
- 41
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 ...
- 739
4
votes
1
answer
33
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 ...
- 4,994
4
votes
2
answers
114
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 ...
- 3,853
4
votes
1
answer
39
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 ...
- 8,221
4
votes
0
answers
34
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
1
answer
219
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 ...
- 51
3
votes
2
answers
40
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!
- 173
3
votes
2
answers
78
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 ...
- 31
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 ...
3
votes
2
answers
83
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 ...
- 2,815
3
votes
1
answer
203
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.
- 31
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 ...
- 487
3
votes
1
answer
67
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 ...
- 1,116
3
votes
1
answer
45
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 & ...
- 31
3
votes
3
answers
139
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 ...
- 823
3
votes
2
answers
114
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.
...
- 31
3
votes
1
answer
74
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?
- 1,604
3
votes
1
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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 ...
- 31
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 ...
3
votes
1
answer
28
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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 ...
- 91
3
votes
1
answer
63
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'...
- 1,611
2
votes
1
answer
149
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 ...
- 285
2
votes
2
answers
381
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?
- 3,284
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 ...
- 21
2
votes
1
answer
60
views
Export Gift Aid?
We have a gift aid tab as show on the attached image.
I can search using the fields using the advanced search function but cannot export the data held in the gift aid fields.
Is there a way I can do ...
- 275
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, ...
- 900
2
votes
1
answer
255
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 ...
- 1,032
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 ...
- 61
2
votes
1
answer
61
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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 ...
- 21
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 ...
- 1,292
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 ...
- 535
2
votes
1
answer
111
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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 ...
- 2,876
2
votes
1
answer
59
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/...
- 8,221
2
votes
2
answers
584
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 ...
- 41
2
votes
1
answer
61
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 ...
- 1,367
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 ...
- 21