Questions tagged [import]

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3
votes
2answers
77 views

When importing memberships into 4.6.8, what does “”The membership cannot be saved because the status cannot be calculated" mean?

I am attempting to import and update existing memberships into 4.6.8, using the same steps that have worked successfully previously, but I'm getting an error. I have created a .csv file with (...
1
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1answer
53 views

Importing data with households

I've been attempting a data import for households and contacts on a new civi install, and cannot for the life of me figure out how to import the data and keep civi from creating duplicate records of ...
3
votes
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 ...
1
vote
1answer
43 views

Importing contributions with soft credits fails with spurious email error

I'm trying to import some contributions. Each contribution has a soft credit field which is an email address. I've set the field mapping to Soft Credit / Email / Solicited. All the rows are failing ...
1
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0answers
28 views

Membership import - is there any column heading that will automatically match internal identifier?

I've tried all sorts of things and can't find any column heading for the cvs that will automatically match internal identifier. One would think that if you use what comes up when you manually match ...
2
votes
1answer
67 views

Warning when importing contacts/activities

warning pop up note when importing contacts or activities, same warning on the drupal demo site, go to contacts -> import contacts/activities: 'Upload max filesize ('upload_max_filesize') should not ...
0
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1answer
22 views

Important Event Participants on CiviCRM 4.6.5 no longer supports external ID?

We've been importing event participation in 4.4.6 using their external ID (External Identifier). This appears to be no longer supported in 4.6.5. Any way to get this to function again?
0
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0answers
45 views

404 Error: Not found while Importing Contacts

I'm migrating from one host service to another. We've installed the newest version of CiviCRM on the new host, DreamHost. I'm exporting contacts from the old CiviCRM database and importing them into ...
1
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0answers
64 views

CiviCRM Import contacts only adding some to groups

I have to csv files with organisation contacts in them, when I import a group of contacts it says it has created all the contacts, but will only add 300/350 or 160/240 into the group. I receive no ...
0
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2answers
59 views

Member since date is being updated on import but we dont want it to!

using CiviCRM 4.4.14. We're trying to update memberships with an import using data from a direct debit processor. In field mapping we're matching the pay out date to 'Membership start date', but some ...
9
votes
2answers
896 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?
2
votes
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
votes
2answers
67 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://...
1
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0answers
296 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 ...
4
votes
1answer
98 views

Master address - not saving choice

I have been working to finalize import of approximately 2,000 contact records from our old systems. Our old db had 2 people in one record, so have been working to separate. Imported the primary ...
1
vote
2answers
71 views

Is it possible to move data from a contact type to a component/extension?

I'm still figuring out how to organize our organization's data before importing it into CiviCRM. One question that came up is whether it would be possible (through the UI or through SQL) to move some ...
1
vote
1answer
93 views

Contribution import fails for all records with error “No matching Contact found”

I successfully imported contributions from csv files, up to 4.6.3. Now when I try to import using the same saved mapping, in Joomla with 4.6.6, every record fails with the error No matching Contact ...
4
votes
2answers
95 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
114 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. "...
1
vote
1answer
58 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
16 views

What might cause an Contact Import to only import core data and not import custom data

Asking this mostly so I can answer it in case it helps others. I had been provided a csv that was doing as described in title ie it had both custom and core fields in it, and the core date eg First, ...
5
votes
2answers
84 views

How can I most easily import Activities and Contacts together?

I'm working on some scripts to export data from our current CMS (a custom in-house tool) to CiviCRM. This is a first import, and CiviCRM is a blank slate. When importing activities it seems like the "...
-1
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2answers
68 views

Contacts update [closed]

I have problem updating contacts data. I know it has to do something with Dedupe rule that I have to use but I don't know how to ensure myself that I won't have duplicates.
3
votes
1answer
22 views

Best practices for “lookup” variables

I am getting ready to move our organization to CiviCRM. We have many values that are "codes" that show in our current system via lookup tables. For instance, the value in the database for a chapter ...
3
votes
1answer
129 views

Adding Spouses to Civi Contacts

I have about 5000 records of my org. To be a "member" of our org we measure that by "household" so therefore there could be two or more people in the household.(we provide free legal advocacy to these ...
2
votes
2answers
37 views

Import Fails After Reporting Success

I am trying to import 200 activities to contacts and the import shows that all records are imported but if I go to the contact and look at their activities it is not shown. Any help is appreciated. ...
4
votes
1answer
68 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?
2
votes
2answers
135 views

How do I find civicrm field names for import?

I want to import memberships, but civi isn't finding the membership type. How do I find out the field names (such as membership_type) for each membership? This problem has cropped up for other ...
5
votes
1answer
406 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 ...
3
votes
1answer
74 views

Is it possible to import “Assigned to” data for Activities?

In the "Import Activities" interface in CiviCRM (version 4.6.3, drupal 7), there are many options for fields to import. One critical field that appears to be missing is the "Assigned to" field (...
3
votes
1answer
71 views

Error uploading CiviCRM contacts. Can I revert?

Does anyone know how I can revert a contact import (via the upload contacts script included in the site). The process included merges with existing contacts.
3
votes
1answer
55 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?
2
votes
1answer
406 views

Importing relationships

I have a set of custom relationships I need to import against, but the import mapping dropdowns are only showing the three default relationships: Employee of.. Family member is.. Household member is.....
4
votes
1answer
77 views

How to integrate with Drupal migrate to create a periodic import into CiviCRM?

We have a requirement to periodically update a set of contacts in the CRM from an external source. Our preferred base technology is Drupal migrate. This is so that we can automate some transforms and ...
2
votes
3answers
118 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 ...
2
votes
1answer
56 views

why i cannot get all number errors when importing data

i face errors data when import. when i click download erros , i can't get all of them for example erros = 4000, when i click download erros link i only got 500. why are cannot i get all the number of ...
1
vote
2answers
178 views

Import from one db to another fails

I exported all the civi tables from one database and saved as a sql file, including a droptable statement. I then tried to import the data into a fresh site with brand new civi installation. The ...
2
votes
2answers
350 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 (...
3
votes
1answer
38 views

How to convert/import participants with partial payments

I've tried importing participants in the standard way, then importing contributions for their event deposits (partial payments), then using API CSV import to connect them via a ParticipantPayment ...
2
votes
1answer
46 views

GitHub repository location for Import scripts via Kettle

In post: http://forum.civicrm.org/index.php?topic=35438.0 JonGold states that he'll share the import scripts for using Kettle to import via cli.php and then tag the new imports, again using cli.php. ...
4
votes
1answer
76 views

MailChimp Integration imports First Name, but not Last Name

CiviCRM 4.4.14 (Drupal) I am trying to use the MailChimp integration extension but on importing a list from MailChimp, only the first name is imported. I've gone through all the settings but cannot ...
2
votes
2answers
76 views

Error in CiviCRM for Drupal7 after Migrate from “Backup and Migrate” module on New Contact Form

After I did a Backup and Migrate to a new system, I am getting two errors on any New Contact form. They are as follows: Notice: Undefined property: CRM_Core_BAO_Tag::$tree in CRM_Core_BAO_Tag->...
2
votes
2answers
65 views

Contact Reference Field Import & Batch update

How can someone import or do a batch update using a profile using a contact reference field? I have tried both and get errors on the import even though the format of the text is correct and those ...
4
votes
2answers
170 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 ...
2
votes
1answer
78 views

Restoring groups and linked contacts

50 groups were deleted by mistake. Please don't ask how. So from a 2 weeks old backup, we're able to extract a CSV from civicrm_group and civicrm_group_contact group_id, name, contact_id, email We ...
1
vote
1answer
43 views

What is the correct way to import fields with line breaks?

I've noticed that CSV files containing "\n" will import these characters literally. That makes sense for single-line text, but what is the correct way to handle for note fields?
6
votes
1answer
226 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
188 views

Can Civi/WordPress an Civi/Drupal (same versions) share a database?

This would make it a lot easier to manage a transition between an existing Drupal site and a new WordPress site. In my case, all core programs and the existing databases are on the same server. It ...
5
votes
1answer
190 views

How do I import an activity with multiple target contacts?

Has anyone got tips for the best implementation for this that's friendly to a savvy end-user? I can script it in an ETL tool, but that's not an option for them. "Import Activities", as best I can ...
5
votes
2answers
121 views

How can I import Memberships without e-mail addresses or external IDs?

We are transitioning a small organization to CiviCRM 4.5, with about 2000 total contacts and about 150 memberships. The contacts imported without any problem, but when we went to import the ...