Questions tagged [import]

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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 ...
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0answers
34 views

Reason column missing from contact import error list

After importing a CSV file of contacts, the rows with errors can be downloaded and fixed. Today I noticed that the "Reason" column is missing from this error list. For example the ...
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1answer
23 views

How to automatically create/import some 4000 groups in bulk from a csv file

We are considering data migration to CiviCRM. We have two CSV files, one has the details of thousands of "individuals" and another has a list of over 3000 needed "groups". ...
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1answer
15 views

What does 'Number of Items to Process For Each Queue Item' mean when using the API Importer extension?

I'm using Civi 5.35 and Drupal 7. We've installed the API CSV Import extension. At ~/civicrm/index.php?q=civicrm/csvimporter/import , I see a place to enter "Number Of Items To Process For Each ...
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1answer
45 views

Details des imports contact evenement et activité

Bonjour, Où peut on trouver la dicumentation qui détaillent les dfférence entre les champ d'import pour les contact activiy et
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1answer
23 views

Problem importing Civi Volunteer Needs

We are working importing Volunteer Needs for various Volunteer Projects via the API csv Extension. When we load the interface, select the entity 'VolunteerNeed' and select file. When we hit continue ...
1
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1answer
21 views

Year only import

Is it possible to do a Contact import where a date column is in year only format (2018,2020 etc)? I tried looking at the Administer -> Localization -> Date Formats and noticed year only is an ...
0
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1answer
27 views

Invalid value for field(s) : Start Date 01/25/2021. I have also tried with 2021-01-25

I get the above statement when I try to import a membership. I have coded the date in different ways, and eventhough the fields match with my definition I get the same answer. Really I wonder why this ...
1
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1answer
29 views

Unable to Create New Contact Field

I'm currently setting up the CIVICRM platform, now at the stage of importing data I am unable to create new contact fields, I followed the instructions available to create custom fields however none ...
2
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1answer
22 views

Enforcing the uniqueness of fields/entities (e.g. phone numbers)

I'd like to ensure that phone numbers of a certain type (let's say Mobile) are unique across our Civi instance. A given contact should be able to have no more than one Mobile number, and no two ...
1
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1answer
22 views

Is there a bulk method to put emails on hold?

Bounce processing has not been working - but I do have a list of addresses that have been bounced. What I want to do is bulk update all those matching contacts and put their emails on hold. I cant see ...
1
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1answer
28 views

API csv Import GUI with Formprocessor fails with smarty errors

I created a rather complicated form processor which works (through api), but when I tried to clone it (rename it to create so csv api picks it up) and tried to do the csv import. I get the following ...
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2answers
37 views

Importing Contribution should update Membership period

I'm trying to do an "Import Contribution", Member Dues, but the membership period in not extended by the expected year. How can I manage that automatically? Should be possible! I have ...
3
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1answer
60 views

Importing contributions: “Expected one Contribution but found 25”

I am getting an error when I import contributions. I have successfully imported contributions before from other data sets. This dataset is a little more rich and I have now added a 3 custom fields to ...
7
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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 ...
5
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4answers
566 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 ...
1
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1answer
24 views

How to create a group from CSV file?

I have a CSV file with email addresses. Part of these addresses are in CiviCRM. How can I create a CiviCRM group that includes contacts with emails matching those in CSV file?
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0answers
13 views

How to import values for Custom Fields configured as “Field Set allow multiple records?”

I think no through regular Contact Import; I can't see how through API CSV Import; if anyone has any other thoughts that would be great. Seamus told me to try -> /civicrm/import/custom?reset=1 and ...
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0answers
14 views

Field Mapping Not Saved When Importing Multi-Value Custom Data

I'm using the Import Multi-value Custom Data screen (civicrm/import/custom?_qf_MapField_display=true) and it does work, but it is not saving the field mapping. There is the following error: Warning: ...
1
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2answers
35 views

contact import process

I am importing 955 contacts and assigning them a tag or a group (or both). Time estimate showing is 20 minutes. During the import the connection times out. After waiting a long while, I go back to ...
1
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1answer
26 views

possible bug: when using External ID as matching method, imported contributions can get matched to contacts in the trash--would expect error instead

I have a client whose accounting team has run into the following issue (admittedly an edge case but causes a lot of confusion and troubleshooting time for the team so we want to fix). Following the ...
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3answers
59 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
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2answers
97 views

How do I import contact records with phone numbers without overwriting existing phone numbers?

If I import a spread sheet with contacts and phone numbers and: I choose to update duplicate contacts I choose the same phone location and phone type of an existing, matching contact Then, the ...
2
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1answer
41 views

Issue importing multiple contributions for same contact

I am trying to import multiple contributions for a contact. I am using the following fields for the import: contact ID, total amount, date received, and financial type. Civi will only import the ...
1
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0answers
15 views

API csv import unable to import addresses

I am importing a large dataset using the API csv import extension. I have imported the custom fields, contacts, email and phone numbers using the different entities. I have tried to import the address ...
1
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1answer
32 views

Importing contacts into Civicrm

I am importing 350 contacts into Civi. This post says that you should always include an import identifier. I don't have admin access so I cannot create a custom field set. I was going to identify the ...
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1answer
15 views

Importing Gift Records

Does anyone know here know how to import .csv files containing contribution information? I know how to import constituent records but don't know how to import their gifts.
2
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2answers
62 views

Importing Relationship Data

I know this should be straight forward, but somehow I seem to struggle. Importing a child-parent relationship. I have 10 children records (External ID, Child Name, Child Surname) and 5 parent records (...
3
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1answer
81 views

Expected one Contribution but found 25

I am importing contributions from my donors from a .csv file. I have tested the process using a simple .csv file with one row of data for a payment from a donor I have already added to contacts. The ...
1
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2answers
45 views

Warning “mismatched contact IDs” when trying to update existing individual records

I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations. I've already done ...
1
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1answer
38 views

API CSV Import -> for ActivityContact -> invalid value for record_type_id

Using API CSV import to try add entries to the civicrm_activity_contact table -> running out of ideas as to what I need to use for record_type_id (see screenshot) - any other ideas are welcome! Trying ...
3
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2answers
91 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.
5
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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 ...
1
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1answer
37 views

Importing using API CSV importer

I am importing a large dataset using the API CSV importer extension. The data needs to be divided into 3 chucnks - contact, address and email. The second two imports I was planning to match up with ...
0
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3answers
481 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 ...
1
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1answer
52 views

Importing Contacts, Memberships and Contributions in 2020

I need to import from an external database 1500 contacts with their memberships and contributions. Everything I read about it in Stackexchange was written between 2015 and 2017. Is the following ...
1
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0answers
22 views

Misleading behavior when importing activities

This is on CiviCRM 5.24.1, just installed. The behavior of the Import Activities page is odd. On the Preview page, Step 3 of 4, the buttons Previous, Import Now, or Cancel are displayed. However, no ...
2
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1answer
20 views

Import Contribution - last step no longer goes to 'Summary / Error' report

We recently updated to CiviCRM 5.23.1 In the prior version when running it would run through the 4 documented stages 1. Upload Data 2. Match fields 3. Preview 4. Summary But in 5.23.1 the ...
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1answer
41 views

Custom fields not showing in import and export filter

I have two sets of custom fields related to two sub-types of the same type (organization). Both profiles are active and I can see the custom fields in the contact summaries and in the advance search ...
2
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1answer
36 views

import mapping dont save for custom fields on contact subtypes

As the title. If I create custom field set against a contact subtype, then import fields from a csv (saving the mapping for later use), none of the mapped fields are saved for the custom fieldset. i....
0
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1answer
23 views

Advice for moving from Access to CiviCRM

Our client has asked us to move them from a legacy MS Access based membership system to CiviCRM (on Drupal). Their existing system encompasses many years of memberships, accounts, academic records etc....
1
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2answers
250 views

Page timeout on contact import

Drupal 7 CiviCRM 4.6.28 Hosted on: Pantheon I have a client that needs to import 15,000-20,000 contacts on CiviCRM. The problem we are running into is that importing any amount over 500 is causing a ...
2
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1answer
37 views

Migrate Import/Export Mappings

Is there a way to migrate the saved Import/Export Mappings to a different CiviCRM installation? It seems there is no way to export them. I already tried copying the .php files located at /bin/migrate, ...
0
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1answer
31 views

How to import members spreadsheet

I'm new to CiviCRM and have a somewhat noob question about importing membership data from a spreadsheet. We have this data in a way that each row is a company with organizational data (membership type ...
1
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1answer
33 views

Expected import behavior when setting custom field to view only

Checking this option in a custom field View Only? Is this field set by PHP code (via a custom hook). This field will not be updated by CiviCRM. I had read that it would not update upon import. ...
1
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1answer
38 views

I need some help resolving db error:unknown error CSV Import helper when selecting a CSV from my desktop

I prepared a CSV for upload. I'll have to make multiple passes on the upload because I have single entry items and multiple entry data in the spreadsheet. I have created all of my custom fields. I ...
1
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3answers
117 views

Issue exporting and importing Contacts / Membership data

first time posting and really hope someone can help me! We are trying to EXPORT our data from an old installation of CiviCRM on a drupal server IMPORTED into a new installation of CiviCRM on ...
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2answers
53 views

Rebuild Drupal Civi from scratch in WordPress

My situation is I have an Individual database of 11,344 Contacts in Drupal Civi, and I want to turn them all into WP Users. I know I can convert Users into Contacts, but I want to do it the other way ...
0
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2answers
21 views

Import donations from an external source using Form processor

We have a customised platform where we have been receiving donations before moving to CiviCRM. This platform will continue to be in use. We would like to import all the donations and the contract ...
1
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1answer
18 views

Bulk Un-checking

I wanted to know if there is a way to un-check a section in individual contacts in a bulk size way rather than going into each individual contact and un-checking the section i need un-checked.

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