Questions tagged [import]

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1answer
33 views

Pay Later status on imported contributions

I am trying to do a bulk import of transactions that are all being invoiced now. By indicating the Contribution Status as "Pending," the transactions all import as "Pending (Incomplete Transaction)" ...
1
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1answer
29 views

Field Source doesn't appear in Import Contributions

I'm trying to import contributions. I found all the fields except the "Source" field. Is there any reason for not appearing? Is there a way to show it? Thanks in advance. :)
3
votes
1answer
55 views

Using API csv Import GU"I extension for Pledges

I have a number of Pledges that need to be loaded and was hoping the the extension would allow me to create a csv file and import the pledges in bulk. A separate line was created for each 'payment' of ...
0
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2answers
63 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 ...
0
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3answers
95 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 ...
3
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3answers
243 views

How to add a tag or group to a set of pre-existing contacts via import?

I have a list of contacts (names and email addresses). I know that all of these contacts are in the Civi database, but I want to add a tag or a group to all of them, and i have the list in a CSV file. ...
1
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1answer
25 views

How can I easily import data from external sources like Stripe while dealing with subtle differences in field values?

Here's a specific example. When I export data from Stripe, there is a Status column with the value Paid. This obviously corresponds to CiviCRM's Contribution Status field. However, CiviCRM doesn't use ...
1
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1answer
34 views

Smarty causing contact import to fail

I have CiviCRM 4.6.28 on Drupal 7.56, hosted on Pantheon. We are trying to import lists of contacts, but anything above 250 contacts throws a timeout error, due to Pantheon's time limits. The time ...
1
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1answer
30 views

Importing Contributions - Email Receipt

When importing contributions I would like receipts to go to the contacts that made the payment. What is the best approach to make this happen?
3
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1answer
20 views

Are there any tricks to importing contact data if you include a column for 'is_deceased'

Are there any tricks to importing contact data if you include a column for 'is_deceased'? I am asking primarily so I can answer and give others a warning!
0
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0answers
19 views

Correcting some values during import

I imported certain contact records. Somehow Civicrm filled the country field with country data of its choice for certain records. Now I would like to edit those records. I have exported the records ...
5
votes
2answers
230 views

How do you import (custom) relationship fields?

I am prototyping and testing import from M$ Access. Up to now I could quite easily import relationships, but I am missing the way to import also the relationship core Start date and custom fields I ...
2
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0answers
61 views

Weird behavior when Importing into primary email

I just did an import (to verify weird behavior reported by a client), matching on first, last and email, with Update checked. The system has home set as default location type (=1). The contact had ...
3
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1answer
21 views

When I imported new contacts, some contacts got error “record”, what is that?

When I imported contacts using a CSV some rows were not imported even though their formatting was fine and matched all the other rows. When I downloaded the errors, the error was called "record". ...
1
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2answers
50 views

CiviCRM API V3 : Translate Two Digit State to State_Province_id?

I'm using civimigrate for a pretty intense migration into CiviCRM and I have hit something of a puzzler. I have a table with addresses that I am matching to contacts, but I cannot seem to find a way ...
3
votes
2answers
125 views

Failed to import contacts into groups (with csv import) [duplicate]

I have contacts belonging to different groups. I made a first csv import successfully : I have all data of contacts and they are all in the same big group. But then I tried to import them group by ...
0
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2answers
73 views

HOWTO reliably set default Country on Import?

We are trying to understand why importing contacts from CSV files with Address, City, State, Zip but no Country results in addresses with countries like Uruguay (for some CA residents), Yemen (for ...
1
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1answer
73 views

Import – match to contact by email without creating duplicate email address

Is it possible to use the import function for contacts and match by email, without creating duplicate email addresses for existing contacts? Example: We organize frequent webinars with participation ...
1
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1answer
70 views

Cannot get the import of employer-employee relationship to work

I have successfully imported all my organisations and I'm now trying to import my contacts which are employees of these organisations. I've read the relevant sections in the CiviCRM cookbook and the ...
0
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1answer
59 views

Custom data field - problem with import

I have to import small quantity of contacts with custom date field. Field is set as rrrr (which should be filled with 4-digits year - 2017). Every single time, when this year is added in csv file I've ...
1
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1answer
42 views

Import override for latitude and longitude

I'm in the process of importing latitude and longitude information for contacts. This process is straightforward but I don't see an option to upload an option to turn on 'Override automatic geocoding'...
0
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1answer
176 views

simple way to import membership and contributions together

What is the simplest way to import Membership information and corresponding contribution information together from .CSV files?
1
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0answers
16 views

No import for existing contact

When doing an import for existing contact that I want to update, after selecting Fill (For Duplicate Contacts), I get a Warning, a Notice but no import : Warning: array_pop() expects parameter ...
1
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4answers
73 views

List of fields and explanations?

I am working on importing information from our current donor database to Civi. Is there a table that lists the field names within each table and an explanation of what that is? Specifically I am ...
2
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2answers
23 views

How do I download duplicates of imported contacts in the past month?

I import contacts almost every day, and I automatically press "skip" on the "For Duplicate Contacts" import option. When the import is complete, I recognize that I have the ability to download the ...
1
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1answer
95 views

help needed in importing multi value custom fields

For the below custom fields, suppose a contact has two UG degrees B.Tech, BBA and two PG degrees M.Tech and MBA, I want to add additional set of custom field set, and then add the second degree. Like ...
1
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1answer
89 views

Custom Fields are not showing when trying to import a CSV

I have created some custom fields. I am trying to import contacts with values for those fields. But the fields are not showing up during the step 2 "matching civicrm field" though other custom fields ...
0
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1answer
49 views

Howto import CAMT053 XML with CiviBanking

Is somebody importing CAMT053 XML from ING or another bank? We want to import bank statements from ING, a Dutch bank. ING can export to CSV, but that export does not contain postal adresses. The ...
0
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1answer
63 views

noob query : Importing contacts and membership

I am going to freshly import data from excel into civiCRM. I have some contact related information like addresses, educational info, etc and also membership data like membership date, enrolled by whom,...
1
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1answer
26 views

OCR for Photo IDs?

I would like to set up an instance of CiviCRM to help independent candidates register to run for office in Indonesia, and one requirement here (like many other countries) is that a candidate has to ...
2
votes
1answer
56 views

How can I import the “communication style” field when importing contacts?

In my csv I have a field named "Communication style", which I wish to map to the respective field in "communication preferences" for each contact in CiviCRM (formal / familiar). Yet, while importing ...
3
votes
2answers
137 views

How to deal with problem data when importing CSV

My first time trying to import CSV data into CiviCRM. The data looks something like the below (changed to not reveal actual names etc). The lines in bold are not importing. I am guessing that in ...
2
votes
2answers
55 views

Bug in the data import wizard

We need to daily export all donation data from CommitChange and import the data to civicrm using the data import wizard. So the process is: Map the appropriate donation fields to civicrm fields and ...
2
votes
1answer
28 views

How can I import ADDED BY field of Activities?

I have data in spreadsheet. How can I import Activities with respective Added by values (specified in spreadsheet)? Can't find this field in CiviCRM Activities import tool.
1
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1answer
55 views

How can I avoid my import crashing with a Fatal Error due to an existing external ID?

I've had a few separate imports crash with a fatal error in the last month: Sorry but we are not able to provide this at the moment. DB Error: already exists Fatal error: Uncaught ...
0
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3answers
816 views

CiviCRM 4.7 - DB Constraint Violation - possibly dashboard_id should possibly be marked as mandatory for this API

We have moved our hosting to new hosting provided (CiviHosting). CiviHosting installed a fresh installation of CiviCRM 4.7. We then imported our previous sql dump from our old site which also had ...
2
votes
1answer
68 views

Is there an Import option to allow overwriting fields with null (empty)?

I'm trying to do a bulk tidy-up of Address fields in CiviCRM 4.7 by exporting the data, manipulating it in a spreadsheet and re-importing it. This involves moving some values around between postal ...
3
votes
1answer
91 views

How to tag a contact when importing possible duplicates

I want to import a list of participants that attended an event and tag them and put them in a group. Many of the names are already in the system so it doesn't import them based on the dedupe rule of ...
0
votes
1answer
36 views

Batch merge error - wrong data type money?

I'm trying to clean up some duplicates using the batch merge tool, and it keeps showing this error: [Error: Processed 2 pair of duplicates out of 9] value: null is not of the right field data type: ...
3
votes
2answers
53 views

How can I detect potential duplicates in a CSV I want to import?

I have a list of about 1000 contacts I'd like to import. Unfortunately, there's no definitive way of linking the people on my spreadsheet to the contacts already in the database like an external ...
0
votes
1answer
18 views

Legacy SQL Activity and Contacts Dump Transfer

Because of the excessive problem that happened to me on SQL, I had to create a new CiviCRM installation. How can I transfer the existing Individual profiles and Activities in the old CiviCRM database ...
0
votes
1answer
39 views

all imports seem to geo code

I never check the geocode box when importing. Yet, I found that even small imports were taking a long time. I ran strace on the php process and saw lots of lookups to google. So I disabled both the ...
0
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2answers
23 views

Is there a way to preserve existing data when importing into multiselect and checkbox fields?

My use case involves lots of importing, and extensive use of multiselect fields (to track things like skills, interests, etc). Sometimes we get new information about, for instance, an existing contact'...
2
votes
1answer
80 views

Importing contributions always imports $0 in Amount

I am having a really weird problem importing Contributions. Background: I am exporting data from my Drupal-Civicrm site and importing it into our new Wordpress-civicrm site. I do not want to go thru ...
0
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1answer
29 views

Hard coding data during import

I'm trying to import some contribution information from our payment processor and need to specify a "financial type" for the Civi Contribution (A mandatory field). Unfortunately, this information ...
0
votes
1answer
61 views

How can I assign an External Identifier to each set in a multi-record import?

I'm importing education history for each Individual Contact, which can have from 0 to 5+ sets of multi-records. Each set of multi-records comprises [institution], [degree level], [degree name], and [...
1
vote
2answers
65 views

What should be entered in the campaign field when importing a CSV file?

I'm trying to import a CSV file with donations that need to be linked with a certain campaign. I tried putting the campaign name, then the external id, and even just "matching" but all of them are ...
3
votes
4answers
172 views

What are my options for importing recurring contributions?

Our organization is currently transitioning into CiviCRM. We have some existing recurring contributions (with Paypal Standard) that are ongoing and we would like to import them into Civi. Why do we ...
2
votes
1answer
60 views

What are the files and fields in CiviCRM?

An organization I volunteer for is considering this software solution. I need to see the files and fields in those files to see how they match to our current system. A brief description of the purpose ...
1
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2answers
68 views

Clear data from supplemental address on update

When I import cleaned postal data and the supplemental address information has moved to the first line of the address, the supplemental address data does not clear, even if I put a space in the field. ...