Questions tagged [import]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
2
votes
1answer
31 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
votes
2answers
157 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
votes
1answer
54 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
votes
2answers
203 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
votes
1answer
98 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
votes
1answer
21 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 ...
1
vote
1answer
16 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.
4
votes
2answers
179 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
votes
2answers
77 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 ...
1
vote
0answers
55 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
votes
2answers
250 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
votes
1answer
67 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
votes
1answer
60 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 ...
1
vote
1answer
84 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
0
votes
1answer
63 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
3
votes
2answers
54 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....
1
vote
0answers
73 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
votes
1answer
253 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
vote
1answer
51 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
votes
0answers
54 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
votes
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
votes
1answer
69 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
votes
1answer
75 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
vote
1answer
39 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 ...
1
vote
0answers
45 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
votes
1answer
65 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
votes
1answer
34 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
votes
3answers
139 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 ...
0
votes
2answers
54 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
votes
1answer
72 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?
1
vote
2answers
76 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
votes
1answer
50 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
votes
2answers
229 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
votes
2answers
105 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
vote
1answer
27 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 ...
1
vote
2answers
57 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?
1
vote
1answer
63 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
votes
2answers
72 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://...
0
votes
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 ...
4
votes
2answers
81 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 ...
2
votes
4answers
186 views

Can the External ID have multiple values

I would like to add multiple values in External ID. Is this possible or would I have to create a new custom field? Example 2 Duplicate contacts have different external IDs. I want to merge them but ...
1
vote
0answers
7 views

Importing and collecting openids

We use CiviCRM 4.6.9 with Drupal 7, and our members login via OpenID. No problems there. However, we have found since we went live about this time last year that the OpenID values are not being ...
1
vote
2answers
61 views

Why external ID removed in membership import in update mode?

During Membership import in update mode externalID available in civicrm 2.0 and it seems that it is being removed in CiviCRM 4.6.7. As I have a csv file to import membership with only externalID ...
2
votes
1answer
58 views

How can I import Memberships without membership start date?

I want to import membership in update mode and I don't have start_date so at the time of import it shows me start_date is required field. I have removed membership_start_date required field from /...
0
votes
0answers
92 views

Civi isn't finding matching contacts when importing contributions

I'm trying to import contributions from another source, and Civi gives me a "no matching contact found" error for each record. I've checked my csv data, my Civi data, my field mapping, and my ...
0
votes
1answer
2k views

What does this import error mean? “Invalid value for field(s) : … Country input value not in country table”

I am getting a crazy import error message: Invalid value for field(s) : Addressee must be one of the configured format options. Check Administer >> System Settings >> Option Groups >> Addressee for ...
2
votes
2answers
371 views

When importing memberships, I get “Error: Invalid value for field(s) : Start Date; End date”

I hope someone can answer this! I've tried 30 various date formats, rearranged columns, and every time I do a membership import it fAils. No errors are presented, I'm just returned to "Upload Data (...
1
vote
1answer
25 views

Bulk assign contribution page based on contribution type?

Issue: We migrated about 5000 contacts from one CRM to CiviCRM. The organization required historical data to be moved over, but also changed their membership pricing scheme which has been resolved ...
2
votes
1answer
35 views

I have imported memberships, need memberships to count as contributions

I have imported memberships tied to households via CSV, but have just realized that despite the fact I uploaded the membership type and payment amounts are saved for each membership type, no ...
1
vote
0answers
23 views

Get error msg from Manager.php

I'm new to CiviCRM, just installed 4.6.5 on my Joomla 3.4.4 testsite. Other software levels: PHP: 5.5.18 MySQLi: 5.5.36 I tried to import contacts, 980 in total, using a .csv file. There are no ...