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Questions tagged [import]

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0
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1answer
28 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
54 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
49 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
135 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
54 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
vote
2answers
57 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. ...
0
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2answers
78 views

Importing Events

Is it possible to import Events? And if so, where do I start? I've not done anything more advanced than use the CiviCRM UI for imports before now.
0
votes
1answer
90 views

Civi Event Participant Status ID

I'm trying to create a simple spreadsheet to import event participants, and need to add the Participant Status codes to import. Is there a list anywhere or which codes correspond to which statuses? ...
3
votes
1answer
83 views

Best strategy to restoring backup by importing csv file

Running CiviCRM latest on Joomla latest, Dutch translation, locally on Windows 8.1 and xampp, online with hosting; Joomla and CiviCRM installed and working. Now I would like to backup the complete ...
3
votes
1answer
85 views

Importing Memberships and Contributions but can't seem to link the two together

I'm using the latest CiviCRM Wordpress version and have imported thousands of contacts and their memberships. The problem is when I attempt to import the associated contributions they seems to be no ...
0
votes
1answer
184 views

How to delete Field Mapping

How do you delete field mapping you saved? Have done a lot of work and learning system and now built up a bunch I won't use again but can't find anywhere in guide/online how to get rid of them.
5
votes
5answers
386 views

Get state/provice id with API3

I wrote an custom contact import script for our NGO. The old contact data only contains valid country / state abbreviation names. For example CH / ZH = Switzerland / Zürich. When I now want to ...
0
votes
1answer
54 views

Update contact's field to empty value

I have updated some contacts and during import there was a mixup in some fields, i.e. an individual's "Website" field was filled with the value of an Organisation's website. I want to set the value ...
1
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1answer
28 views

Batch edit one contact field (source) with same information

I have over 50,000 contacts that I would like to batch-edit with the same contact "source" information. What is the best way to do this?
2
votes
2answers
19 views

Transferring CSV contacts Civi

On a PC, I've downloaded a list into excel and saved it as a MS-DOS CSV file. When I go to Civi to import it, Civi says it's not saved as a CSV file. I've followed the same steps I have for a dozen ...
1
vote
0answers
33 views

Add source to all contacts when importing a CSV File

Question in German Wir möchten eine CSV Datei mit Kontakten einer Gruppe hinzufügen. Dies ging auch mühelos.Das einzige das nicht funktioniert hat war diese neue Adressen die Bezugsquelle hinzu zu ...
5
votes
2answers
176 views

Bulk Import of Membership Dues

Hi this is our first season with CiviCRM. Our data is uploaded and getting to grips with updating processes. Our process is annual membership collected in cash and banked in tranches. The user front ...
1
vote
1answer
44 views

Bulk re assigment of relationships

If you have a large number of contacts managed by one 'volunteer rep' as a relationship, when that rep leaves then there is a lot of cumbersome manual data entry. I have looked and I can't find any ...
5
votes
3answers
143 views

Scan to Civi app

Anyone working on creating an app to scan a business card and have that information transfer to Civi? Or ideas for how to create this? Thank you.
0
votes
2answers
31 views

Cannot find import in menu

I am running 4.7.8 but cannot find the option to Import from CSV for multiple choice options under a custom field - is this possible?. Any assistance would be appreciated. Thanks Steve
0
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1answer
75 views

CiviCRM Multi-value Custom Data empty

My civicrm version 4.6.2. Drupal version 7.51. I visited on this URL of the feature to test is /civicrm/import/custom?reset=1 This feature was not working correctly, such that if a custom field set ...
9
votes
2answers
877 views

How do I import contacts through the command line?

How can I import contacts in CiviCRM using the command line (CLI) rather than using the CiviCRM user interface and its importing wizard?
2
votes
3answers
39 views

Change Email Address and Name Fields from required to not required during uploading of records

Newbie here :) It appears that the following fields are required when you upload records: First Name Last Name Email Address I have records to upload that some of the records do not have a First ...
1
vote
1answer
30 views

Importing without changing primary address

Is there a way to tell CiviCRM not to set newly-imported addresses as primary addresses? For example, let's say I have a database where everyone has nicely-curated "Home" addresses. I make a new ...
1
vote
1answer
54 views

Import participants with fee levels and price sets

Is there any information available on if it is possible to import event participants with price sets, and if so how? There is a field in the field matching that says "Fee Level" but I am not at all ...
2
votes
1answer
22 views

Is there a way to include OpenID as a drop down option in the contribution lis? or Is there a way to convert OpenID to external identifier?

When I imported contacts, I listed their identification number as OpenID. Now, I am trying up import the contacts' contributions. Along with their name, amount, date of donation, I am including their ...
3
votes
1answer
24 views

Import contributions without name

Previously I could import contributions without name (contact ID was enough). I no longer have this option. It now demands first and last names. Is there a workaround? My raw data often has ...
2
votes
1answer
67 views

Importing Contributions

I am currently trying to import contributions to CiviCRM, and it will not let me. Ill get all the way to the import option, it will tell me that all rows are valid, then once I import, all rows are ...
2
votes
1answer
40 views

A question on my ability to import?

I cannot find a tab or any import button to import my data I have on excel. I'm not admin, but I have the ability to add cases, organisations and individuals. Do I have to be the admin in order to do ...
1
vote
1answer
32 views

Converting My Data to CiviCRM data formats

When importing data into CiviCRM, do I need to reformat my data in any way so that it is in conformance with CiviCRM data formats?
4
votes
2answers
95 views

Importing checkbox data--error “'1' is not a valid option for field”

I have a custom checkbox field, with a value list associated with it. When I try to import into the field, I get an error "'1' is not a valid option for field." "1" is definitely not the data in my ....
15
votes
6answers
569 views

What's the best way to import memberships and their associated contributions?

I have a load of Memberships to import. Each has a linked Contribution. While I can import Memberships and Contributions separately, I cannot find a way to import the two together - in other words ...
1
vote
1answer
655 views

Can you share an example of a complex .CSV file for import?

I'm looking for structure information on complex .CSV files that have custom fields, relationships, groups. I'd like to get a better sense of best practices for organizing data ahead of time. If you ...
0
votes
1answer
37 views

How to import check box field data?

How do I successfully import contact's check box field data? I am using civicrm 4.6.19 and importing from csv. I want to import the "is deceased" field and the communication preferences... Thanks
1
vote
0answers
31 views

importing contacts

I am trying to import 714 contacts to the system. I am able to do it but before the final DONE click it shows 445 total number of rows in the imported date and 1251 total number of contact records or ...
3
votes
2answers
25 views

Q: Import Field Separator bug?

After trying to import event participants for many hours I discovered a confusing bug with Import Field Separator. During import it is possible to specify which character delimits fields - comma, ...
2
votes
3answers
143 views

Importing Participants

I am trying to import multiple participants from a CSV file into Civi as event participants. I am running into an issue when I go to match the required fields. I keep receiving an error because the ...
3
votes
3answers
171 views

Can't import Event participants

I can't figure out how to import event participants. I have created an event (ID=1). Same problem with event ID=3. No matter whether I use Participant status or Participant status ID, CiviCRM gives ...
1
vote
2answers
61 views

Importing and updating pledges

I want to import a bulk pledges to my CiviCRM installation and also I need to updating the pledges in every month. If I do it in manual it is very time consuming process. is there any easy way like ...
1
vote
1answer
55 views

How do I get csv file of Gmail contacts to import?

I am trying to import a Google Apps Contacts list in csv file format. I go through the steps; it goes through the motions of importing the file, but no contacts are added. We're running CiviCrm 4.7.8. ...
1
vote
2answers
155 views

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.
1
vote
1answer
45 views

How do I import both student and parent information together?

I am trying to find out how to import student and parent information at the same time. I have seen instructions about importing student and then adding the parent information afterwards, but I have a ...
3
votes
1answer
91 views

How do I manually update External Identifier

I want to do a contributions import using a spreadsheet exported from Go Cardless. When matching this info to contacts in Civi, 'External Identifier' is a mandatory field. I want to override what ...
1
vote
2answers
39 views

Upload CSV zipcode

When attempting to upload a CSV file containing zip codes with a leading zero the leading zero is dropped when attempting to save the file for import. How do I keep a leading zero in a CSV import file?...
1
vote
1answer
136 views

Importing Custom Field Checkbox Data

I have setup a custom field with 4 options. In my spreadsheet I've tried various combinations of columns which would allow me to import data and select required options. But nothing is working! ...
0
votes
1answer
21 views

Import to Custom Field with Tab setting

I created a custom field with a Tab setting, but when I go to Import the custom field is not visible as an option for importing. Custom fields that are inline are visible. Is this a limitation or a ...
3
votes
3answers
70 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 ...
0
votes
1answer
63 views

How to import notes?

This might be a silly question - how do I import notes into existing contacts? I tried importing data to the Note field with the related Contact ID, which results in the following warnings - with no ...
1
vote
2answers
192 views

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 ...
4
votes
1answer
97 views

Master address - not saving choice

I have been working to finalize import of approximately 2,000 contact records from our old systems. Our old db had 2 people in one record, so have been working to separate. Imported the primary ...