Questions tagged [import]

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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
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2answers
179 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 ...
0
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3answers
730 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
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1answer
76 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 ...
2
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3answers
40 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
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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
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1answer
55 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 ...
0
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1answer
84 views

import contacts Sorry but we are not able to provide this at the moment

I am using Drupal 7.50 and Civicrm 4.7.11 and received Sorry but we are not able to provide this at the moment. I am trying to import from a csv, individual records, 200 at a time. I imported the 1st ...
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?
3
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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
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1answer
23 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 ...
2
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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
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1answer
33 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?
1
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1answer
681 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 ...
3
votes
1answer
21 views

When I imported new contacts, some contacts got error “record”, what is that?

When I imported contacts using a CSV some rows were not imported even though their formatting was fine and matched all the other rows. When I downloaded the errors, the error was called "record". ...
0
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1answer
40 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
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0answers
32 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
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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, ...
3
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3answers
172 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 ...
0
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1answer
99 views

Import Multi-value Custom Data Fails for Household Contact Type

The "Import Multi-value Custom Data" fails when importing data into a multi-value custom field set that applies to only a Household contact type or Household sub-types. When the field set was change ...
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. ...
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
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
93 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 ...
0
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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
1
vote
1answer
140 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
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1answer
23 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 ...
1
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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
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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?...
3
votes
3answers
72 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 ...
1
vote
2answers
195 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 ...
1
vote
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.
2
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3answers
146 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 ...
2
votes
1answer
104 views

Import and Export failing and returning no error message

I recently moved my CiviCRM install from a local in-house server to a cloud server hosted by Siteground. Everything is working beautifully except for the import and export. My database is around 60,...
5
votes
2answers
309 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
vote
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
votes
1answer
111 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 "...
3
votes
2answers
47 views

How can I detect potential duplicates in a CSV I want to import?

I have a list of about 1000 contacts I'd like to import. Unfortunately, there's no definitive way of linking the people on my spreadsheet to the contacts already in the database like an external ...
0
votes
1answer
34 views

Batch merge error - wrong data type money?

I'm trying to clean up some duplicates using the batch merge tool, and it keeps showing this error: [Error: Processed 2 pair of duplicates out of 9] value: null is not of the right field data type: ...
1
vote
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 ...
0
votes
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
votes
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 ...
0
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2answers
228 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 ...
2
votes
3answers
107 views

CiviCRM not recognizing csv file when uploading

CiviCRM is suddenly not recognizing upload file as a csv file. It's now giving an error message that csv file not recognized. What is the problem and how can I overcome it?
0
votes
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
votes
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 ...
4
votes
5answers
2k 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 ...
2
votes
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, ...
0
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2answers
339 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 ...
0
votes
2answers
184 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 ...