Questions tagged [import]

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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 ...
1
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1answer
22 views

cURL error 6: Could not resolve host when importing contacts

I recently updated CiviCRM in Drupal 7 from version 5.17.3 to 5.42.1 Now when I try to import contacts, I get to final step and click "import now". After a few seconds that I see the popup ...
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0answers
19 views

Custom fields not available when doing CSV import

Tried creating several custom field sets but none of the fields are showing up in the match fields window?
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1answer
18 views

Error when importing contacts - "Warning: Illegal string offset 'code'"

After importing a CSV of contacts, I'm getting a blank screen with the error message below. Typically, I get a report of how many contacts were skipped due to duplicates. It appears the data is ...
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1answer
34 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 ...
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0answers
16 views

Importing Individual Contacts related/linked to Organizations causes Organizations to convert to Individuals

When importing a list of Individuals through the Contact Importer, I linked them to the Organization they are related to using "Knows" and the Contact ID for the organization, but after the ...
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0answers
20 views

When importing Contributions, every record returns an error: No matching Contact found for ( ##### )

When importing Contributions, every record returns an error: No matching Contact found for ( ##### ) Importing Contacts isn't an issue. We're running Civi v5.39.0. I'm matching by Contact ID and they ...
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0answers
23 views

Can't save new or existing contributions after import (Drupal 9, CiviCRM 5.41)

Drupal 9.2.6 CiviCRM 5.41.2 I imported some contributions via the SQL database (there's 16k+ so I don't want to use the UI) but I cannot edit or add a contribution. The triangle just spins, and there ...
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6answers
3k views

CSV file import problem with file from Mac MS Office

I am trying to import contacts as .csv file, however when I try to upload it I get an error message saying that the input file must be in a CSV format - which it is! I'm using a Mac and I've read that ...
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1answer
14 views

How to import recurring payment data from Stripe and GoCardless so that it updates memberships?

I'm setting up a new CiviCRM site and importing a few thousand contacts and membership records from a bespoke legacy database. Many of the payments for the memberships are handled by Stripe or ...
2
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1answer
26 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 ...
2
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2answers
124 views

Batch Update the current relationship in CiviCRM

I need your help. I need to disable a current relationship for 4000 records in the import process without using SQL command line. There is no field for set active/inactive or expiry date of the ...
1
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1answer
84 views

How to Transfer Big Data to a Different Domain

I received a SQL error while updating CiviCRM. He asked me to restore the old database, but I didn't have a backup at the time. Therefore I could not make a healthy update. Then I applied all the ...
0
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1answer
24 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) : ...
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1answer
50 views

Details des imports contact evenement et activité

Bonjour, Où peut on trouver la dicumentation qui détaillent les dfférence entre les champ d'import pour les contact activiy et
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0answers
38 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 ...
3
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0answers
46 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
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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
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1answer
25 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
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1answer
25 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 ...
1
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1answer
35 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 ...
2
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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
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1answer
34 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
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1answer
41 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 ...
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2answers
44 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 ...
3
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1answer
68 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 ...
7
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3answers
169 views

Import Contacts with dedupe rules

Recently I have encountered a problem related to the import of contacts and has to do with the dedupe rules. When you import a list of contacts through a CSV file and select a dedupe rule, the CRM ...
5
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4answers
641 views

How to import to multi-record set custom fields

I am trying to import records to a custom multi-record set of fields. I read somewhere that it was a new feature for 4.5.8 but now for the life of me I cannot find where I read it - pretty sure it was ...
1
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1answer
29 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?
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0answers
16 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 ...
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0answers
22 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
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2answers
39 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
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1answer
30 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 ...
4
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3answers
67 views

How do I locate the Financial Type ID?

I am trying to import hundreds of contribution records and it is requiring I include the Financial Type ID when importing. Simply having the word Donation is not enough! When I visit Administer - ...
3
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2answers
102 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 ...
2
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1answer
44 views

Issue importing multiple contributions for same contact

I am trying to import multiple contributions for a contact. I am using the following fields for the import: contact ID, total amount, date received, and financial type. Civi will only import the ...
1
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0answers
16 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
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1answer
34 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 ...
1
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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.
2
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2answers
75 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 (...
3
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1answer
99 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 ...
1
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2answers
60 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
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1answer
43 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 ...
3
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2answers
98 views

Error uploading CiviCRM contacts. Can I revert?

Does anyone know how I can revert a contact import (via the upload contacts script included in the site). The process included merges with existing contacts.
5
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1answer
77 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
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1answer
49 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 ...
0
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3answers
517 views

Migrate CiviCRM from Joomla to Wordpress

I don't even know where to start. I have been tasked with migrating an older version of CiviCRM (3.4.8) on Joomla 1.5 to a newer version of CiviCRM on Wordpress. I got a fresh install of CiviCRM done ...
1
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1answer
72 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
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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
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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 ...

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