Questions tagged [import]

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3
votes
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 ...
2
votes
0answers
52 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
votes
1answer
37 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 ...
3
votes
2answers
99 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 ...
1
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2answers
36 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 ...
1
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1answer
24 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 ...
0
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2answers
61 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
53 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 ...
1
vote
1answer
65 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 ...
0
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1answer
51 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 ...
4
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1answer
94 views

Setting primary email and phone upon contact update

We want to update a bunch of contacts with e-mail adresses and phone numbers, for which previously these did not exist. The import works fine, as a result the contacts now have a Home (for example) e-...
1
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1answer
40 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
122 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
55 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
votes
2answers
22 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
vote
1answer
26 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?
1
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1answer
78 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 ...
2
votes
3answers
133 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
vote
1answer
72 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
44 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
37 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,...
2
votes
2answers
186 views

Contact Import explode issue with matching contacts

I am getting the following warnings when trying to import contacts: Warning: explode() expects parameter 2 to be string, array given in //wp-content/plugins/civicrm/civicrm/CRM/Contact/Import/Parser/...
1
vote
1answer
23 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 ...
3
votes
2answers
125 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
1answer
26 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
50 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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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
35 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
22 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
65 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
votes
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 ...
2
votes
1answer
56 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 ...
2
votes
1answer
50 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
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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.
1
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0answers
64 views

Error importing contacts - for key 'UI_external_identifier'

I am having an issue when trying import contacts into civi. We have imported many contacts before but all of the suddden I am getting this error: Database Error Code: Duplicate entry '0385611' for ...
0
votes
1answer
91 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
84 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
79 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 ...
1
vote
4answers
81 views

How can I import e-mails to CiviCRM?

I would like to be able to select and import one or more e-mails from my external inbox, into the Activities of a Case, creating a new activity. Is this possible and if yes, how? Who is familiar with ...
1
vote
2answers
50 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
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
190 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.
2
votes
2answers
53 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 ...
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 ...
2
votes
2answers
20 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
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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 ...
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 ...