Questions tagged [export]
The export tag has no usage guidance.
150
questions
2
votes
1
answer
366
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") ...
- 21
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
2
votes
0
answers
29
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 ...
- 2,488
1
vote
0
answers
33
views
Is there an easy way to export data from Drupal 7 to wordpress, non critical data, loosing data is fine
Is there a way to do a simple export/import as a CSV file from Drupal 7 to Wordpress?
Data is not critical, if I get the bulk of it it's ok, I don't care.
Drupal site has one single database shared ...
- 368
1
vote
1
answer
86
views
Can I export custom data from a Contact, an Organization and an Activity in one export?
I am trying to set up a custom field mapping to export after I search for Activities. I would like to export data associated with the Activity, but also include data from the Individual Contact and ...
- 11
1
vote
0
answers
19
views
Exporting spouses only exports one side of relationship
When I export a list of contacts and I include data about their spouse, the spouse data is included for only one of the contacts. Like so:
Name Spouse Name City
Sam Smith Linda ...
- 1,367
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 ...
- 711
0
votes
2
answers
40
views
Is there a way to reorder the fields in an export mapping?
I had a request to reorder the fields in an export mapping that had been created previously. Is there a way to do this via the UI? And if not, is it kosher to manually edit the column_number in the ...
- 8,221
1
vote
1
answer
50
views
Getting errors when moving D7/CiviCRM install form localhost xampp portable to another location
I have xampp portable installed on Windows 10.
I run about a dozen Drupal, Wordpress and other CMS on there. I can move the whole stack to different drives and machines and it all works perfectly, ...
- 368
1
vote
1
answer
40
views
Extracting email address for the who database?
How do you extract email addresses from CiviCRM to go into an excel file?
Thanks,
- 11
0
votes
2
answers
170
views
Can I export full database and import it in a fresh newer CiviCRM version?
I am experiencing difficulties during CiviCRM upgrade from 4.7.14 to 4.7.31 or 5.1, namely, fields like contact.birth_date get broken. (More: DB Error after upgrading 4.7.x to 5.1 (Drupal))
I have ...
- 1,032
1
vote
1
answer
104
views
Exporting Drupal user account ID's through Civi search
I'm trying to export the Drupal User ID's for a particular Civi group, in preparation for GDPR and as a general clear out. I am able to search for all users in Civi which are a CMS user (and therefore ...
- 11
1
vote
1
answer
44
views
Can I see/export the total field mapping in use?
I inherited responsibility for this small non-profit's database. I would like to be able to view and print a list of ALL the fields in use.
0
votes
2
answers
112
views
How to export civievent participant list to a csv file?
How can I add the ability to export to a csv file? Right now the only export option on the actions menu is to a Microsoft Excel file.
- 363
1
vote
0
answers
12
views
Fields exporting out of order
There seems to be a problem with home fields exporting out of order as soon as the first a "Home" field is output. I noticed this on my site and replicated it on the demo site (Civi 4.7.29 on Drupal). ...
- 1,047
0
votes
2
answers
68
views
Where does Civi store membership and membership signup info?
We are moving to a new site, and when I tried to import our entire current Civi MySQL database to the new site, I had problems.
So I have created a fresh database on the new site and want to try ...
- 499
1
vote
3
answers
122
views
migrating civi database from current hosting to civihosting.com
We recently signed up for shared hosting at civihosting.com and want to move our current site there. Both sites are running CiviCRM 4.7.29 and WordPress 4.9.1.
I cannot get into the CiviCRM ...
- 499
2
votes
1
answer
148
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
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
1
vote
1
answer
108
views
Transferring Data Out of CiviCRM
Some time ago we transferred data from CiviCRM to a different CRM (YourMembership). However, it has become apparent that we have not collected all of the data.
We have the web version CiviCRM 4.6.21. ...
- 11
1
vote
1
answer
147
views
How to export with state abbreviations
We are using Civi 4.7.27 on Wordpress 4.9
When doing exports the state is shown as the full name. We really need to be able to export with the 2 letter state abbreviation. How can we set it to do ...
- 285
0
votes
2
answers
47
views
How can I export an Event Income Detail report to CSV/Excel?
We find the Event Income Detail report to be useful. But the Actions menu won't let me export this report into a CSV file for some reason.
How can that be enabled?
- 3,853
1
vote
1
answer
104
views
Error exporting activities: Unknown column 'activity_priority.label' in 'field list'
I upgraded a site last night from 4.7.13 to 4.7.27, and there's now an error when exporting activites. The error is:
Unknown column 'activity_priority.label' in 'field list']"]
I see where this part ...
- 189
1
vote
1
answer
74
views
Exporting group contacts to an excel file
How do I export a group to an excel file? Pretty standard. Wanting to export email as well as name, mailing address, city, postal code.
Thank you,
Shara
Using Wordpress
- 11
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 ...
- 31
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
1
vote
2
answers
121
views
Exporting Contacts Results in DB Error
I am trying to export about 2000 contacts (exporting primary fields only) and when I click continue I get this error:
Sorry but we are not able to provide this at the moment. DB Error:
unknown ...
- 117
3
votes
1
answer
161
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
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
1
vote
0
answers
29
views
Export doesn't work for households
I try to export contacts with the option "Merge Household Members into their Households".
As export fields I choose Household → Head of Household is → displayname
But in the export file, this field ...
- 33
2
votes
1
answer
1k
views
How do i export all the data in civicrm?
I need to export all data in the database, activities, relationships, contacts everything. Is there a way to export all data? There is more room for human error if i have to do it individually by ...
- 21
1
vote
0
answers
18
views
CiviCRM is exporting disabled groups, how can I specify that I want enabled groups only?
I have done several exports with "Groups" as one of the fields. In each case, it exports both enabled and disabled groups. Is there any way to specify that I would like to see enabled groups only?
- 11
0
votes
1
answer
80
views
I need to export or copy CiviCRM structures such as membership types, contribution pages and price sets to another website (Joomla)
I am rebuilding a Joomla website with a corrupt database. I would like to recreate the CiviCRM structures in the new website. That would include membership types, price sets and contribution pages.
2
votes
1
answer
253
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
1
vote
0
answers
81
views
How to export multiple relationships of contact
i am confusing how to show all relationship in the exported report, there's a example below.
Company A have 3 representatives in the relationship field.
and using following method to export.
find ...
- 11
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
1
vote
1
answer
44
views
Export tags to separate column?
When exporting information, is it possible to separate each contacts' various tags into separate columns?
That way I'd be able to sort the resulting spreadsheet by specific tags, instead of having ...
- 11
2
votes
2
answers
582
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
1
vote
0
answers
27
views
Exporting Relationship "specifict job titles"
I need to export the "specific job title" field that is located in relationship. I cannot find that field in any of the export drop-downs, nor any field with a language that even sounds like what I ...
- 11
0
votes
1
answer
91
views
How to export 'employee of' relationship that has multiple staff members?
As a disclaimer, I've read up on this thread: How to export all children of a family?. However, that doesn't seem to solve my problem. Here's my dilemma.
I'm looking to export contacts from our ...
- 210
2
votes
1
answer
74
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
0
votes
1
answer
32
views
Report containing groups and the key contact details for that group
I want to export a list of our groups along with their key contact details. The group entry does not have an address/postcode/email etc linked to it - those details are linked to the key contact.
...
- 9
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
1
vote
1
answer
71
views
How can I export contacts and tags, but only for a particular tag?
Is it possible to export contacts and related Tag information, but only for one particular Tag Set? Thanks.
- 1,775
0
votes
1
answer
14
views
How about prioritized locations in export
When sending mass mailings the recipient's email address locations may be handled prioritized if authors want to: Use location x and if contact doesn't hold such an address use main address.
It would ...
- 1,292
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
2
votes
0
answers
37
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 ...
- 21
1
vote
3
answers
72
views
How do I scrape an old website into a .CSV file for data migration?
I'm organizing my data to prep for CiviCrm.
One of the data banks we have is an online directory listing of hundreds of names, contact information and bios. NONE of this is organized into a ...
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