Questions tagged [import]

The tag has no usage guidance.

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2answers
53 views

Can I import contacts from Outlook into CiviCRM?

Is it possible to transfer a contact list from Microsoft 365 Outlook to CiviCRM using a csv. File? I don't understand this formating business, it's a simple enough question.
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2answers
337 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 ...
5
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2answers
308 views

How to import csv file with some required fields missing

I am running CiviCRM v.4.7.6. I am trying to import a csv file into contacts. Some of the members of the organization do not have email accounts and as a result the import rejects those records. Is ...
1
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1answer
29 views

Change log rollback not restricted to a single contact

Not so much a question as a development request... We manually add/edit records but also do a lot of importing into Civi. When some errors were found on a particular contact record we used the '...
2
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1answer
110 views

Input file must be in csv format

I am trying to import a csv file as a test into Civicrm. I first exported the exact same file from Civicrm, and then i tried to import the exact same file. When i click on Continue, i get an error "...
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1answer
20 views

Could not load settings file at: 4.7.0 wordpress

I tried to load my contact to civicrm using the command line however was i tried to execute the import.php i received an error"could not load the settings file at: i tried to further investigate i ...
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1answer
22 views

How can I import custom data contact references as names rather than id numbers

When I try to export custom data from the front-end and export a contact reference I get the name of the contact rather than the id. But when I try to do the reverse and import an organization with ...
3
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2answers
30 views

Infusionsoft to CiviCRM data migration

I am a digital marketing consultant and I have a non-profit client who is looking to migrate from Infusionsoft to Civi. I am working with a certified implementation partner however she doesn't like ...
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2answers
222 views

One of parameters (value: Array) is not of the type Integer - initially observed during import, but same when visiting Contact Record

As per the title - this message was observed first during an import, which failed. I re-imported with a 'tracker' field so i could see exactly where it failed. And rinsed and repeated. Found 2 records ...
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1answer
56 views

api csv import - cannot find start page

I have installed the api csv importer https://civicrm.org/extensions/api-csv-import-gui I cannot find where the start page is. I have looked in read me which says civicrm/csvimporter/import ...
2
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1answer
28 views

Including discount codes in membership imports

We offer a discounted membership to graduates of affiliated training programmes - to minimise the processing work, the course administrator fills out a template spreadsheet and sends it to us, and ...
2
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2answers
134 views

Import multiple options in one field

I have a custom field for Individual contacts which can carry multiple values, i.e. 'Languages' can be 'English, German, Spanish, Greek'. An individual may speak 'English, German', another 'Spanish, ...
2
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1answer
53 views

Is there a way to preserve paragraphs when importing Event descriptions using API csv Import?

First of all - the API csv Import extension is terrific. It's going to really help me out with something. I am importing webform submissions in order to create Events in CiviCRM, and it's working ...
0
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2answers
180 views

Custom Fields not importing into contacts database

Having an issue where I'm trying to import a series of CSV files into the Civi Contact Database. There were new custom fields created to do the import, but when I do the import with all the fields, I ...
2
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1answer
78 views

Importing phone/fax/mobile phone numbers from CSV…best practices?

I'm about to do my first import of contacts into a pre-existing CiviCRM database on WordPress. Client sent over the CSV but there are columns like this: Home Phone Home Fax Mobile Phone Work Phone ...
0
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1answer
20 views

ignored import file lines

I have a contacts.csv file with 4330 records. On importing, CiviCRM reports that the file has 1866 records. Separating the file into three files yields proportionately similar results. Why the ...
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1answer
14 views

name “suffix” is missing from import mapping list

name "suffix" does not appear in the field names to be mapped. I have that data in my contacts.csv file but can't see how to map it.
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2answers
169 views

How to match Activities to Contacts during import?

We recently distributed supplies to many of our members and used a GoogleForm to create a .csv spreadsheet to track the number of supplies given to each member. We imported the names of any new ...
3
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2answers
61 views

After Import to group, individuals in that group not showing up as recipients to in CiviMail.

OK, this is a new one to me. I'm running CiviCRM 4.6.6 on WordPress 4.3. For the individual contacts I added manually, CiviMail works awesome. But here's where things get weird. I just finished ...
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0answers
45 views

CiviCRM Member Import Tool Issue

We are attempting a CiviCRM Member import for a client on CiviCRM 4.6.12. The import starts to run but then fails saying no memberships were created. Nothing is logged to the CiviCRM log file. The ....
3
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2answers
224 views

multi-value import issue

I created several custom fields & groups but I am not seeing all of them when I try to import my contacts. Like I have a few custom sets/groups and custom fields within each. But only one set is ...
6
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1answer
64 views

Can I specify a dedupe rule and import type (e.g. update) when using command line import

I'm using the command line import, following info provided here: How do I import contacts through the command line? https://forum.civicrm.org/index.php?topic=34033.0 Since I have data that includes ...
2
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1answer
58 views

Command line import error message

I'm using the command line import, following info provided here: How do I import contacts through the command line? https://forum.civicrm.org/index.php?topic=34033.0 But getting the following error ...
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1answer
76 views

import contribution

I try to import contribution. Procedure - Contribution - import contribution - import the .csv list Error "is not a valid option for field campaign_id" Where do I find the campaign_id? thanks
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1answer
54 views

Error when importing contacts

I'm getting the following import error message when trying to import contacts: Invalid value for field(s): Geo code 1 Can anyone please explain? thanks
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2answers
50 views

Reset external ID to null

We frequently try to match facebook event attendees to contacts in our database in order to send targeted emails to the person. By matching them to our database we know a lot more about the people (e....
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0answers
71 views

Country custom field import error

I have a custom field called "Nationality" of data type "Country". It doesn't accept any kind imported values. I tried with "United States" and "US", it doesn't give an error but it doesn't import ...
8
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1answer
239 views

Can I easily sync/import Facebook Event attendees with a CiviCRM Event participant list?

A lot of my users like to use Facebook Events for quickly inviting their friends and contacts to an Event. Facebook allows Event attendees and status to be exported by the Event owner or manager - ...
1
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1answer
41 views

Import custom field to fill duplicate contacts

I am importing two custom fields and an email address (which is used to match up with the contact) I have 1000 rows and successfully imported 800. The error reason for the 200, was'record duplicates ...
2
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0answers
51 views

Can import update contact addresses be set to update primary address?

We do some snail mailings. We get back NCOA (National Change of Address). I do an import update to get the changes back into the database. The problem is, as far as I can tell, you can't update ...
3
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1answer
63 views

How do I setup an import for the Do Not Email field?

I am a newby. Why would 'Do not Email' not be checked even though my import mapped and imported without error? It says it didn't have an error, but it must have imported with an error. I was able ...
2
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1answer
65 views

How can I specify quantity of tickets on event participant import?

I'm trying to figure out if there is there a way to specify quantity of tickets? Like a person bought 2 tickets but civi participant import processes doesn't seem to let me specify that. Any ...
3
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1answer
67 views

checkbox import problems

Right now I have a custom data set set up that has 3 custom fields inside of it. Inside each custom field is a list of options that can be checked. (checkbox is the option) In my spreadsheet that I ...
1
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1answer
34 views

Where are the saved import mapping configs stored?

I have been working on a local CiviCRM install to test importing contacts from a CSV file to the Civi contacts. I am ready to move this import process to our hosted test site but would not like to ...
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0answers
39 views

How to import existing membership records

I am trying to import some old and existing membership but fail, which only the start date on 2015 can be imported. In my xls, the other membership records on 01/01/2008, 01/06/1991...etc are all ...
2
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1answer
62 views

Relationships not available on household imports

We have an import that we do a few times a year that I set up about 2 years ago. Until today, it's never had an issue. We are using v4.6.3, and the last time we did it we were using a 4.5.x version. ...
3
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1answer
31 views

When importing activities can you use an external id?

Is there a standard way to import activities with an external identfier in the same way as contacts to help us identifiy what has been previously imported. otherwise, I guess we would just have to ...
2
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3answers
117 views

Importing Household Address if Already Exists

I've seen several requests for this, but some seems outdated. Goal: Import contacts and households and update existing records. I'm using http://forum.civicrm.org/index.php?topic=29506.0 as a ...
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2answers
48 views

Need clarification on switching CiviCRM hosting from a host/consultant

We are currently hosting with a company that also assists us with are CIVI Crm. We are interested in moving our site to a new host and would like to know if the CIVI will move with it? Without having ...
4
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1answer
67 views

Can financial accounts be imported?

I have close to 100 financial accounts from Quickbooks that I need to get in CiviCRM. I'd like to avoid entering these by hand. Is there any way I could import these?
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2answers
69 views

Imports timing out

I'm having troubles with large imports of any sort (contacts, memberships, etc.) if the file is too large (over 2000 rows) the operation seems to time out. The import stops and the wordpress login ...
4
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1answer
45 views

Can I avoid HTML formatting being escaped during API import?

I need to import HTML formatted content to a custom event field for a larger number of events. During import via the API, HTML tags are being escaped and rewritten: <a href=“https://example.com“&...
2
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2answers
205 views

Add fields in Matching CiviCRM fields on Import Contact

We are importing contacts into our CRM. Our CSV file contains a District column, but while importing contacts, there's no such field present in CiviCRM--we need to add the district field. URL: ...
4
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2answers
88 views

On Import, where is county field?

I've noticed upon matching mapping fields in the import process that for some fields in the file they are missing in the CiviCRM drop-downs. For instance, for a field named "Home County' the CiviCRM ...
1
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1answer
24 views

Problem with membership import

I completed a membership import. Online screen messages indicate that the import was successful, but none of the members appear on reports and contacts do not have membership relationship. What could ...
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2answers
45 views

Why can't I import Individual Prefixes into the database?

When importing, Induvidual Prefixes don't seem to "take" and apply. Why is this, and how does one get around it?
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1answer
58 views

Why are Activity Imports failing with error message “source contact id not valid”?

I'm running a monthly activity import into a site (4.4.13) [I realise it's due an upgrade to LTS] We have a standard csv tempalte, and existing field mapping. And have been using the same method ...
3
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2answers
66 views

API chaining like behaviour with import.php

Looking to use import.php function to do a big import. I'm yet to find some documentation that clearly explains it all. Seen this: https://civicrm.org/blogs/xavier/api_batch_tools and this http://...
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2answers
33 views

CiviEvent Participant Import

I have about 4,500 rows of participant that I would like to import. In each row is a column for the CiviCRM internal ID and columns for the requisite information about the event. When I upload ...
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2answers
74 views

Importing bank data

Is there a possibility to combine a posting line from the bank to a member (donor) in the CiviCRM database? More precise: Could we load the bank statement to CiviCRM or is it necessary to put every ...