Questions tagged [import]

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9
votes
2answers
1k 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?
5
votes
4answers
577 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 ...
15
votes
6answers
659 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 ...
4
votes
3answers
111 views

I keep getting Payment Instrument not valid when trying to import Contributions - after upgrade from LTS 4.6 to 5.3.x

We recently upgraded from LTS 4.6 to 5.3.1 (in July). Via the GUI we can see the Payment Method that we'd like to import -> Moneris -> id=6 Importing with Payment Method: Moneris -> fails: Reason:...
3
votes
1answer
76 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 ...
3
votes
5answers
313 views

How to migrate Raisers edge data to CiviCRM?

We have large data in Raisers edge.We need to migrate Raisers edge data to CiviCRM. How to migrate Raisers edge data to CiviCRM?
7
votes
3answers
158 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 ...
7
votes
2answers
242 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 ...
3
votes
1answer
62 views

Import from CSV and dedupe using Email (match to contact) with PRIMARY email?

Is there a way to use "Email (match to contact)" field mapping against the Primary email address? Or are we forced to use a location type?
3
votes
3answers
297 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. ...
3
votes
2answers
268 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 ...
2
votes
1answer
82 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 ...
1
vote
1answer
61 views

Why after importing contact records were Addressee field values set to “Customized” for records where Custom Addressee had a null value?

I imported a large group of organisations into a sub-org group "Media". Some orgs had a specific generic addressee (ie, Editor) which I imported into the Custom Addressee field. After import I ...
1
vote
1answer
34 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
vote
1answer
58 views

Import Contacts creating dupes despite dedupe rules

We are currently updating a member database with returning and new students/contacts. In the past we have been able to import lists updating the returning students, but now new duplicate records are ...
6
votes
1answer
277 views

How Do I Import 75+ Groups

What's the best way to batch import a list of groups? The list contains 75+ entries, so having a team member manually enter each group is not the best use of time.
5
votes
1answer
71 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 ...
4
votes
1answer
77 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?
4
votes
5answers
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 ...
4
votes
1answer
66 views

How are long jobs handled, e.g. Contact import

I'm trying to understand what happens with an import. A file gets uploaded in a POST operation, then there's GET requests polling(?) of civicrm/ajax/status?id=somelongid Which request does the work? ...
4
votes
2answers
105 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 ....
4
votes
1answer
146 views

Error on activity import: “'1' is not a valid option for field custom_42”. Can I find which field this is referring to through the admin interface?

I am importing custom activities (with some custom fields in them) and getting "'1' is not a valid option for field custom_42." The problem is that I can't figure out which field it's referring to. "...
3
votes
3answers
193 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 me ...
3
votes
1answer
101 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 ...
2
votes
1answer
66 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
1answer
78 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 ...
1
vote
0answers
333 views

Problem importing CSV contacts

For reasons too stupid to relate here, I am trying to Export my entire Contacts file from the operating, on-line Drupal/Civi setup as a CSV to my desktop -- no problem. When I try to Import this CSV ...
1
vote
2answers
74 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. ...
1
vote
1answer
111 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 ...
0
votes
1answer
73 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,...
0
votes
1answer
224 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?
0
votes
3answers
848 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 ...
0
votes
1answer
63 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 ...