Questions tagged [export]
The export tag has no usage guidance.
150
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62
views
Missing actions dropdown
I am trying to export a list from CiviCRM and I seem to be missing the actions drop-down. I have used this field before, but it has dissappeared. I have attached an image of what my screen currently ...
- 1
4
votes
2
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256
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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
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86
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Exporting deduped information
I need to do a de-dupe on a set of records. Two groups were brought in with different External ID's for each contact. I need to merge the contacts, but export the External ID that was kept and the ...
- 1,126
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2
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191
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How can I export/import contribution pages and event pages from one site to another
I want to export contribution and event pages from one Drupal7 site to another Drupal7 site.
Is this doable, any help greatly appreciated.
- 41
2
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17
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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:
...
- 2,000
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50
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Exposing custom field and custom option group to advanced search export
I have a custom field (tempField) and a custom option group (tempGroup) with options (1, 2 and 3)
I want to expose these to the export form. For example, when you choose "Individual -> Phone" field ...
- 138
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
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2
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333
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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 ...
- 855
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38
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How can I link contacts & activities in a report or export?
My client would like to report or export certain activities for contacts that meet a certain criteria. This doesn't seem possible, which is surprising. Activity search only allows a search of ...
- 4,555
2
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2
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381
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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
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119
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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,...
1
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1
answer
161
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On CiviCRM 4.7.7 Error Exporting
I've moved to a new server with a current version of PHP, have updated WordPress to 4.5.2 and updated CiviCRM to 4.7.7. I still get this error when exporting selected records from an Advanced Search:
...
- 11
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2
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90
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Exporting Contacts - Reporting?
Is there a way to save different reports? ie. the fields wanted to export? so you don't have to enter those in every single time you do an export?
- 267
2
votes
1
answer
103
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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 ...
- 21
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
4
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1
answer
81
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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
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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
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57
views
Exported related contact info for contact sub-type
We've got a site (4.6.11)
That has two organisation sub-types ("project" and "project event") there is a relationship between them (event of/ event is).
On running a search of project events, and ...
- 2,015
7
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1
answer
149
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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
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1
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62
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Exporting custom profile questions
Is there a way to export custom profile questions? Either as a event report or just in general?
- 1
6
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3
answers
256
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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
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1
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67
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Exporting multiple choice fields
Does anyone know how to export a multiple choice field into a spreadsheet in a way that filters each response into a different column?
For example, a field has options:
apple
banana
pineapple
A ...
1
vote
1
answer
73
views
Fatal error when exporting accounting batch to CSV in 4.7
Using Civi 4.7.2 (and then on 4.7.3; I thought I needed to upgrade to fix) with Drupal, I get the following error when I try to export an accounting batch to CSV:
Fatal error: Call to undefined ...
- 4,994
1
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0
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14
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Is there a field limit that can be saved in an Export Members function
CiviCRM 4.7.0 and WP 4.4.1 - When doing an Export Members, selecting fields for export and selecting "Use Save Field Mapping" it won't save... unless we limit the number of fields. Can someone give ...
- 705
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53
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Export Fails when Merge Households Option Used
I get a DB Error when exporting contact search results using the "Merge Household Members into their Households" option (image below). Only this merge option causes the error. The others do not.
I ...
- 371
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
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
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2
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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 ...
- 634
2
votes
2
answers
79
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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 ...
- 73
5
votes
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164
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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
3
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2
answers
96
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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 ...
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2
answers
119
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Exporting multi-record set data
Hi I am trying to export data held in a multi-record set. A end users would prefer to do this through the Civi interface rather than on the back-end database
The multi-value import link is buried in ...
- 634
2
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2
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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
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67
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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
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1
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47
views
How do you display cross-contact searches?
I am trying to create a CSV using both Individual contact and Organisation contact information and I am having difficulty trying to achieve this.
As it's most basic it is to print postal labels ...
1
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1
answer
65
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Export participants with Membership data
If I'm right it used to be possible to export participants as csv with Membership data.
But it is not there any more in 4.4 and 4.6.
Is there a way how that could be done nowadays?
We need ...
- 3,544
1
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2
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46
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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 ...
- 375
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3
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139
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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
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2
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114
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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
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2
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40
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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
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54
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Is it possible to view multiple payments on a registration as separate Contributions?
I need to export data regularly for the bookkeeping end of our operations, and when there are participants have have multiple payments on their event registration, their payments show up as follows (...
- 1,367
2
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0
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62
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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 ...
- 31
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1
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68
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Exporting contacts merged to households causes DB error version 4.6.8
Viewed contacts from a Smart Group and went to Export. Merged to household and tried with and without do-not-mail/deceased criteria.
Seems to work OK if I select a couple of fields, but if I do ...
- 373
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1
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220
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Problem Exporting Contacts
I'm running Civi 4.6.7 on Joomla 3.4.3 and I'm getting an unknown error anytime I try to export. Please see the link below for a video of the process and what I'm encountering.
http://screencast.com/...
- 93
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230
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Export activities and the activity target contact
I found an old thread on the forum site: -
https://forum.civicrm.org/index.php?topic=20506.0
My question is still the same as DaveJ's actually. We want to export the activity target contact with the ...
- 836
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1
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39
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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
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2
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114
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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
3
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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
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24
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Exporting related contact's information on a contact that is a subtype
We have a relationship type that is designated between a "Student" subtype of Individual and a "School" subtype of Organization ("Student of/Student is"). When we do a search for Students and try to ...
- 8,221
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74
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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