Questions tagged [import]
The import tag has no usage guidance.
32
questions
9
votes
2answers
1k 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?
5
votes
1answer
486 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 ...
15
votes
6answers
638 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 ...
4
votes
3answers
111 views
I keep getting Payment Instrument not valid when trying to import Contributions - after upgrade from LTS 4.6 to 5.3.x
We recently upgraded from LTS 4.6 to 5.3.1 (in July). Via the GUI we can see the Payment Method that we'd like to import -> Moneris -> id=6
Importing with Payment Method:
Moneris -> fails: Reason:...
3
votes
5answers
293 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
1answer
75 views
checkbox import problems
Right now I have a custom data set set up that has 3 custom fields inside of it. Inside each custom field is a list of options that can be checked. (checkbox is the option)
In my spreadsheet that I ...
5
votes
2answers
142 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 ...
6
votes
2answers
214 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 ...
3
votes
3answers
259 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. ...
3
votes
1answer
59 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?
3
votes
2answers
262 views
multi-value import issue
I created several custom fields & groups but I am not seeing all of them when I try to import my contacts.
Like I have a few custom sets/groups and custom fields within each. But only one set is ...
2
votes
1answer
70 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
vote
1answer
57 views
Import Contacts creating dupes despite dedupe rules
We are currently updating a member database with returning and new students/contacts. In the past we have been able to import lists updating the returning students, but now new duplicate records are ...
1
vote
1answer
61 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 ...
6
votes
1answer
257 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
67 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 ...
4
votes
2answers
102 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
75 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
1answer
52 views
How are long jobs handled, e.g. Contact import
I'm trying to understand what happens with an import.
A file gets uploaded in a POST operation, then there's GET requests polling(?) of civicrm/ajax/status?id=somelongid
Which request does the work? ...
4
votes
1answer
142 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
5answers
3k 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 ...
3
votes
1answer
93 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 ...
3
votes
3answers
185 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 me ...
2
votes
1answer
61 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 ...
1
vote
1answer
102 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 ...
1
vote
1answer
70 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 ...
1
vote
2answers
69 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. ...
1
vote
0answers
330 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 ...
0
votes
3answers
830 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
votes
1answer
186 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?
0
votes
1answer
58 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
...
0
votes
1answer
68 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,...
