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Questions tagged [import]

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15
votes
6answers
565 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 ...
9
votes
2answers
871 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?
8
votes
1answer
237 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 - ...
6
votes
2answers
175 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 ...
6
votes
1answer
220 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.
6
votes
1answer
64 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 ...
5
votes
3answers
140 views

Scan to Civi app

Anyone working on creating an app to scan a business card and have that information transfer to Civi? Or ideas for how to create this? Thank you.
5
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 ...
5
votes
5answers
385 views

Get state/provice id with API3

I wrote an custom contact import script for our NGO. The old contact data only contains valid country / state abbreviation names. For example CH / ZH = Switzerland / Zürich. When I now want to ...
5
votes
2answers
301 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 ...
5
votes
2answers
120 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 ...
5
votes
2answers
82 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 "...
5
votes
1answer
396 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 ...
5
votes
1answer
41 views

Has Contact ID been removed from the Contact Import “Matching”?

I have a v strong memory, and screenshot evidence that we used to be able to 'match' by including the Contact ID in the import. This was discussed in https://chat.civicrm.org/civicrm/pl/...
5
votes
1answer
19 views

How to import time with date

Importing the date works correctly, but the time shown is always 12:00 am even though the import field is, for example 02/07/2018 11:31 am. I tried various formats like the previously mentioned 02/07/...
5
votes
1answer
186 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
118 views

How do we preprocess CSV columns when using CiviCRM builtin import functionality?

We use CiviCRM's import data functionality (and api-csv-import-gui) to import partner's contributions from CSV files. This is working great because the CSV columns can be mapped to CiviCRM fields via ...
5
votes
1answer
188 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 ...
4
votes
2answers
124 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 ...
4
votes
2answers
118 views

Importing Contacts into multiple groups

I am trying to work out how to import contacts into multiple groups. The list of contacts to import has some contacts listed in multiple groups. I've been unable to work out how. EG Fred Smith is in ...
4
votes
2answers
74 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 ...
4
votes
1answer
67 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
2answers
185 views

How do you import (custom) relationship fields?

I am prototyping and testing import from M$ Access. Up to now I could quite easily import relationships, but I am missing the way to import also the relationship core Start date and custom fields I ...
4
votes
2answers
168 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 ...
4
votes
2answers
112 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 ...
4
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!
4
votes
1answer
83 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 ...
4
votes
1answer
72 views

CLI Contact Import is not importing address details

I have a local test environment on a mac where the site is installed. I'm trying to do a CLI import via the mac terminal and unfortunately, address details are not being imported. Command Used: php [...
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 ...
4
votes
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-...
4
votes
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 ...
4
votes
2answers
87 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 ...
4
votes
1answer
45 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“&...
4
votes
1answer
110 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. "...
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 ...
4
votes
1answer
89 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 ...
4
votes
1answer
97 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 ...
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 ....
3
votes
5answers
223 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?
3
votes
2answers
76 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 (...
3
votes
1answer
54 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 ...
3
votes
2answers
49 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....
3
votes
4answers
130 views

What are my options for importing recurring contributions?

Our organization is currently transitioning into CiviCRM. We have some existing recurring contributions (with Paypal Standard) that are ongoing and we would like to import them into Civi. Why do we ...
3
votes
1answer
47 views

Can you import data from Excel or WORD directly into CiviCRM?

We have donor lists in Excel--can that data be imported to CIVICRM?
3
votes
3answers
39 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 ...
3
votes
3answers
168 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 ...
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 ...
3
votes
1answer
128 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 ...
3
votes
1answer
26 views

How do I locate the Financial Type ID?

I am trying to import hundreds of contribution records and it is requiring I include the Financial Type ID when importing. Simply having the word Donation is not enough! When I visit Administer - ...
3
votes
3answers
70 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 ...