Questions tagged [import]
The import tag has no usage guidance.
310
questions
2
votes
1answer
25 views
Custom Fields and new version of csvimporter aka API csv Importer
I installed CiviCRM 5.41.0 and csvimporter 1.7. My overall goal is to import data from csv files. I created some custom fields, imported the standard fields using the standard importer and then ...
0
votes
1answer
20 views
Error when importing contacts: Invalid value for field(s) : State/Province
I've got CiviCRM installed on WordPress and am getting this error for almost every contact that I import from a list of 250 contacts:
"Error when importing contacts: Invalid value for field(s) : ...
1
vote
0answers
37 views
How can I import contact records where I only have an email address?
I'm trying to import about 500 contacts from a CSV. About 20% of them only have an email address, some have email and either a first or last name, most have all three. The default import method is ...
2
votes
0answers
40 views
Reason column missing from contact import error list
After importing a CSV file of contacts, the rows with errors can be downloaded and fixed. Today I noticed that the "Reason" column is missing from this error list. For example the ...
1
vote
1answer
25 views
How to automatically create/import some 4000 groups in bulk from a csv file
We are considering data migration to CiviCRM. We have two CSV files, one has the details of thousands of "individuals" and another has a list of over 3000 needed "groups". ...
0
votes
1answer
20 views
What does 'Number of Items to Process For Each Queue Item' mean when using the API Importer extension?
I'm using Civi 5.35 and Drupal 7. We've installed the API CSV Import extension. At ~/civicrm/index.php?q=civicrm/csvimporter/import , I see a place to enter
"Number Of Items To Process For Each ...
1
vote
1answer
22 views
Year only import
Is it possible to do a Contact import where a date column is in year only format (2018,2020 etc)? I tried looking at the Administer -> Localization -> Date Formats and noticed year only is an ...
2
votes
1answer
24 views
Enforcing the uniqueness of fields/entities (e.g. phone numbers)
I'd like to ensure that phone numbers of a certain type (let's say Mobile) are unique across our Civi instance. A given contact should be able to have no more than one Mobile number, and no two ...
1
vote
1answer
28 views
Is there a bulk method to put emails on hold?
Bounce processing has not been working - but I do have a list of addresses that have been bounced. What I want to do is bulk update all those matching contacts and put their emails on hold.
I cant see ...
1
vote
1answer
34 views
API csv Import GUI with Formprocessor fails with smarty errors
I created a rather complicated form processor which works (through api), but when I tried to clone it (rename it to create so csv api picks it up) and tried to do the csv import.
I get the following ...
0
votes
1answer
31 views
Invalid value for field(s) : Start Date 01/25/2021. I have also tried with 2021-01-25
I get the above statement when I try to import a membership. I have coded the date in different ways, and eventhough the fields match with my definition I get the same answer. Really I wonder why this ...
1
vote
2answers
39 views
Importing Contribution should update Membership period
I'm trying to do an "Import Contribution", Member Dues, but the membership period in not extended by the expected year. How can I manage that automatically? Should be possible! I have ...
1
vote
1answer
31 views
Unable to Create New Contact Field
I'm currently setting up the CIVICRM platform, now at the stage of importing data I am unable to create new contact fields, I followed the instructions available to create custom fields however none ...
0
votes
0answers
15 views
How to import values for Custom Fields configured as "Field Set allow multiple records?"
I think no through regular Contact Import; I can't see how through API CSV Import; if anyone has any other thoughts that would be great.
Seamus told me to try -> /civicrm/import/custom?reset=1 and ...
1
vote
1answer
27 views
How to create a group from CSV file?
I have a CSV file with email addresses. Part of these addresses are in CiviCRM.
How can I create a CiviCRM group that includes contacts with emails matching those in CSV file?
0
votes
0answers
16 views
Field Mapping Not Saved When Importing Multi-Value Custom Data
I'm using the Import Multi-value Custom Data screen (civicrm/import/custom?_qf_MapField_display=true) and it does work, but it is not saving the field mapping. There is the following error:
Warning: ...
1
vote
2answers
38 views
contact import process
I am importing 955 contacts and assigning them a tag or a group (or both). Time estimate showing is 20 minutes.
During the import the connection times out.
After waiting a long while, I go back to ...
1
vote
1answer
27 views
possible bug: when using External ID as matching method, imported contributions can get matched to contacts in the trash--would expect error instead
I have a client whose accounting team has run into the following issue (admittedly an edge case but causes a lot of confusion and troubleshooting time for the team so we want to fix). Following the ...
3
votes
2answers
99 views
How do I import contact records with phone numbers without overwriting existing phone numbers?
If I import a spread sheet with contacts and phone numbers and:
I choose to update duplicate contacts
I choose the same phone location and phone type of an existing, matching contact
Then, the ...
1
vote
0answers
15 views
API csv import unable to import addresses
I am importing a large dataset using the API csv import extension.
I have imported the custom fields, contacts, email and phone numbers using the different entities.
I have tried to import the address ...
1
vote
1answer
33 views
Importing contacts into Civicrm
I am importing 350 contacts into Civi. This post says that you should always include an import identifier. I don't have admin access so I cannot create a custom field set. I was going to identify the ...
2
votes
2answers
70 views
Importing Relationship Data
I know this should be straight forward, but somehow I seem to struggle.
Importing a child-parent relationship.
I have 10 children records (External ID, Child Name, Child Surname) and 5 parent records (...
1
vote
1answer
16 views
Importing Gift Records
Does anyone know here know how to import .csv files containing contribution information?
I know how to import constituent records but don't know how to import their gifts.
1
vote
2answers
54 views
Warning "mismatched contact IDs" when trying to update existing individual records
I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations.
I've already done ...
1
vote
1answer
42 views
API CSV Import -> for ActivityContact -> invalid value for record_type_id
Using API CSV import to try add entries to the civicrm_activity_contact table -> running out of ideas as to what I need to use for record_type_id (see screenshot) - any other ideas are welcome! Trying ...
5
votes
1answer
74 views
How can I revert a set of bulk changes to the database?
I made a bulk update of addresses that turned out to be incorrect. I have advanced logging enabled. I can go into each contact's change log and revert the mistake one by one; how can I do this for ...
1
vote
1answer
43 views
Importing using API CSV importer
I am importing a large dataset using the API CSV importer extension.
The data needs to be divided into 3 chucnks - contact, address and email.
The second two imports I was planning to match up with ...
1
vote
1answer
65 views
Importing Contacts, Memberships and Contributions in 2020
I need to import from an external database 1500 contacts with their memberships and contributions.
Everything I read about it in Stackexchange was written between 2015 and 2017.
Is the following ...
1
vote
0answers
22 views
Misleading behavior when importing activities
This is on CiviCRM 5.24.1, just installed. The behavior of the Import Activities page is odd. On the Preview page, Step 3 of 4, the buttons Previous, Import Now, or Cancel are displayed. However, no ...
2
votes
1answer
21 views
Import Contribution - last step no longer goes to 'Summary / Error' report
We recently updated to CiviCRM 5.23.1
In the prior version when running it would run through the 4 documented stages
1. Upload Data
2. Match fields
3. Preview
4. Summary
But in 5.23.1 the ...
0
votes
1answer
48 views
Custom fields not showing in import and export filter
I have two sets of custom fields related to two sub-types of the same type (organization). Both profiles are active and I can see the custom fields in the contact summaries and in the advance search ...
2
votes
1answer
42 views
import mapping dont save for custom fields on contact subtypes
As the title.
If I create custom field set against a contact subtype, then import fields from a csv (saving the mapping for later use), none of the mapped fields are saved for the custom fieldset.
i....
0
votes
1answer
25 views
Advice for moving from Access to CiviCRM
Our client has asked us to move them from a legacy MS Access based membership system to CiviCRM (on Drupal). Their existing system encompasses many years of memberships, accounts, academic records etc....
0
votes
1answer
32 views
How to import members spreadsheet
I'm new to CiviCRM and have a somewhat noob question about importing membership data from a spreadsheet.
We have this data in a way that each row is a company with organizational data (membership type ...
2
votes
1answer
40 views
Migrate Import/Export Mappings
Is there a way to migrate the saved Import/Export Mappings to a different CiviCRM installation? It seems there is no way to export them. I already tried copying the .php files located at /bin/migrate, ...
1
vote
1answer
34 views
Expected import behavior when setting custom field to view only
Checking this option in a custom field View Only? Is this field set by PHP code (via a custom hook). This field will not be updated by CiviCRM.
I had read that it would not update upon import. ...
1
vote
1answer
42 views
I need some help resolving db error:unknown error CSV Import helper when selecting a CSV from my desktop
I prepared a CSV for upload. I'll have to make multiple passes on the upload because I have single entry items and multiple entry data in the spreadsheet. I have created all of my custom fields. I ...
1
vote
3answers
130 views
Issue exporting and importing Contacts / Membership data
first time posting and really hope someone can help me!
We are trying to EXPORT our data from an old installation of CiviCRM on a drupal server IMPORTED into a new installation of CiviCRM on ...
0
votes
2answers
57 views
Rebuild Drupal Civi from scratch in WordPress
My situation is I have an Individual database of 11,344 Contacts in Drupal Civi, and I want to turn them all into WP Users. I know I can convert Users into Contacts, but I want to do it the other way ...
0
votes
2answers
22 views
Import donations from an external source using Form processor
We have a customised platform where we have been receiving donations before moving to CiviCRM. This platform will continue to be in use.
We would like to import all the donations and the contract ...
1
vote
1answer
18 views
Bulk Un-checking
I wanted to know if there is a way to un-check a section in individual contacts in a bulk size way rather than going into each individual contact and un-checking the section i need un-checked.
3
votes
1answer
92 views
Expected one Contribution but found 25
I am importing contributions from my donors from a .csv file. I have tested the process using a simple .csv file with one row of data for a payment from a donor I have already added to contacts. The ...
2
votes
1answer
42 views
How do you import contributions as Pending (Pay Later)?
After reviewing Pay Later status on imported contributions - I followed the answer - created a column listed as Is Pay Later - and added the value 1 to all contributions. Did it again as Yes - both ...
3
votes
1answer
75 views
Contact Import German Date Format support?
CiviCRM 5.20.2/WP:
My system is using german locale. The contact import does not offer german date format "dd.mm.yyyy", even it is set for birth class in the date settings (dd.mm.yy).
How can I get ...
3
votes
1answer
42 views
Importing VCF files
I’ve got a client with a fair number of Contacts on his personal computer in VCF format. I’m curious if anyone has looked at importing VCF files into CiviCRM?
3
votes
1answer
62 views
Importing contributions: "Expected one Contribution but found 25"
I am getting an error when I import contributions.
I have successfully imported contributions before from other data sets.
This dataset is a little more rich and I have now added a 3 custom fields to ...
2
votes
1answer
66 views
script cli code for importing contacts in civicrm
Can some one give a code to how to import contacts in civicrm by using script line command. I a have a 45000 contacts and importing from civicrm interface i am getting gateway timeout error. I need ...
1
vote
0answers
29 views
unexpected 500 errors and networks errors
We have a standalone install of CiviCRM Spark, version 5.16.beta1. This is hosted with civicrm.org. We have imported our contacts, which total about three or four hundred. We are, however, unable to ...
1
vote
0answers
45 views
PHP Date format not available in CiviCRM
I'm hoping someone can help me with a date problem. I'm importing contacts from my Drupal 7 build and our member's birth dates are not showing up. The short custom code as per the php manual is m/d/Y ...
1
vote
1answer
27 views
Problem importing Civi Volunteer Needs
We are working importing Volunteer Needs for various Volunteer Projects via the API csv Extension. When we load the interface, select the entity 'VolunteerNeed' and select file. When we hit continue ...
