Questions tagged [import]

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87 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 ...
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1answer
49 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 ...
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1answer
22 views

Importing Notes with Privacy / Privacy level for Notes

We have a client that wants to import private notes. (1) Is it possible to import note with privacy? There is not an option, when importing, to specify a particular row as "Author of"; any imported ...
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1answer
50 views

Primary Emails not Being seen as primary

I have an a bunch of organizations we imported via csv. The email addresses are checked under the contacts summary as 'primary'. However they are not receiving emails and reminders and in search ...
1
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1answer
64 views

Add contacts to group using CSV with contact e-mails

I'm looking for a way to add contacts to a group from a CSV file including e-mails of contacts already existing in Civi. When I import into Civi, I use the update option and select primary e-mail, and ...
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2answers
37 views

Is there any way to import files into a custom field for uploaded files?

Is there any way through SQL commands, to import files into a custom field? E.g. photos of contacts?
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4answers
84 views

How can I import e-mails to CiviCRM?

I would like to be able to select and import one or more e-mails from my external inbox, into the Activities of a Case, creating a new activity. Is this possible and if yes, how? Who is familiar with ...
2
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1answer
106 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,...
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1answer
49 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?
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2answers
23 views

Is it okay to have simultaneous data import?

Is it okay to have more than one user import data at the same time another user is importing data? We have a bunch of segmented data to import split amongst multiple employees - is it okay if two ...
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0answers
64 views

Error importing contacts - for key 'UI_external_identifier'

I am having an issue when trying import contacts into civi. We have imported many contacts before but all of the suddden I am getting this error: Database Error Code: Duplicate entry '0385611' for ...
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1answer
101 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 ...
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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 ...
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1answer
20 views

Pay Later status on imported contributions

I am trying to do a bulk import of transactions that are all being invoiced now. By indicating the Contribution Status as "Pending," the transactions all import as "Pending (Incomplete Transaction)" ...
1
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1answer
26 views

Field Source doesn't appear in Import Contributions

I'm trying to import contributions. I found all the fields except the "Source" field. Is there any reason for not appearing? Is there a way to show it? Thanks in advance. :)
3
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1answer
39 views

Using API csv Import GU"I extension for Pledges

I have a number of Pledges that need to be loaded and was hoping the the extension would allow me to create a csv file and import the pledges in bulk. A separate line was created for each 'payment' of ...
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2answers
29 views

Where does Civi store membership and membership signup info?

We are moving to a new site, and when I tried to import our entire current Civi MySQL database to the new site, I had problems. So I have created a fresh database on the new site and want to try ...
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3answers
85 views

migrating civi database from current hosting to civihosting.com

We recently signed up for shared hosting at civihosting.com and want to move our current site there. Both sites are running CiviCRM 4.7.29 and WordPress 4.9.1. I cannot get into the CiviCRM ...
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1answer
163 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 ...
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3answers
148 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. ...
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1answer
24 views

How can I easily import data from external sources like Stripe while dealing with subtle differences in field values?

Here's a specific example. When I export data from Stripe, there is a Status column with the value Paid. This obviously corresponds to CiviCRM's Contribution Status field. However, CiviCRM doesn't use ...
1
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1answer
32 views

Smarty causing contact import to fail

I have CiviCRM 4.6.28 on Drupal 7.56, hosted on Pantheon. We are trying to import lists of contacts, but anything above 250 contacts throws a timeout error, due to Pantheon's time limits. The time ...
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1answer
26 views

Importing Contributions - Email Receipt

When importing contributions I would like receipts to go to the contacts that made the payment. What is the best approach to make this happen?
3
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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!
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0answers
19 views

Correcting some values during import

I imported certain contact records. Somehow Civicrm filled the country field with country data of its choice for certain records. Now I would like to edit those records. I have exported the records ...
5
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2answers
196 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 ...
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0answers
54 views

Weird behavior when Importing into primary email

I just did an import (to verify weird behavior reported by a client), matching on first, last and email, with Update checked. The system has home set as default location type (=1). The contact had ...
3
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2answers
105 views

Default values for Preferred language, email format, email greeting, postal greeting and addressee

we are in the process of setting up CiviCRM and we are importing a lot of records from a previous CRM. when we do the import, the preferred language defaults to english. how do we get this to be a ...
3
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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". ...
1
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2answers
39 views

CiviCRM API V3 : Translate Two Digit State to State_Province_id?

I'm using civimigrate for a pretty intense migration into CiviCRM and I have hit something of a puzzler. I have a table with addresses that I am matching to contacts, but I cannot seem to find a way ...
3
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2answers
105 views

Failed to import contacts into groups (with csv import) [duplicate]

I have contacts belonging to different groups. I made a first csv import successfully : I have all data of contacts and they are all in the same big group. But then I tried to import them group by ...
0
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2answers
65 views

HOWTO reliably set default Country on Import?

We are trying to understand why importing contacts from CSV files with Address, City, State, Zip but no Country results in addresses with countries like Uruguay (for some CA residents), Yemen (for ...
1
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1answer
68 views

Import – match to contact by email without creating duplicate email address

Is it possible to use the import function for contacts and match by email, without creating duplicate email addresses for existing contacts? Example: We organize frequent webinars with participation ...
1
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1answer
60 views

Cannot get the import of employer-employee relationship to work

I have successfully imported all my organisations and I'm now trying to import my contacts which are employees of these organisations. I've read the relevant sections in the CiviCRM cookbook and the ...
0
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1answer
52 views

Custom data field - problem with import

I have to import small quantity of contacts with custom date field. Field is set as rrrr (which should be filled with 4-digits year - 2017). Every single time, when this year is added in csv file I've ...
1
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1answer
42 views

Import override for latitude and longitude

I'm in the process of importing latitude and longitude information for contacts. This process is straightforward but I don't see an option to upload an option to turn on 'Override automatic geocoding'...
4
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1answer
96 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-...
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1answer
128 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?
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0answers
16 views

No import for existing contact

When doing an import for existing contact that I want to update, after selecting Fill (For Duplicate Contacts), I get a Warning, a Notice but no import : Warning: array_pop() expects parameter ...
1
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4answers
65 views

List of fields and explanations?

I am working on importing information from our current donor database to Civi. Is there a table that lists the field names within each table and an explanation of what that is? Specifically I am ...
2
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2answers
23 views

How do I download duplicates of imported contacts in the past month?

I import contacts almost every day, and I automatically press "skip" on the "For Duplicate Contacts" import option. When the import is complete, I recognize that I have the ability to download the ...
1
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1answer
83 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
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1answer
72 views

Custom Fields are not showing when trying to import a CSV

I have created some custom fields. I am trying to import contacts with values for those fields. But the fields are not showing up during the step 2 "matching civicrm field" though other custom fields ...
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1answer
45 views

Howto import CAMT053 XML with CiviBanking

Is somebody importing CAMT053 XML from ING or another bank? We want to import bank statements from ING, a Dutch bank. ING can export to CSV, but that export does not contain postal adresses. The ...
0
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1answer
41 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,...
1
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1answer
23 views

OCR for Photo IDs?

I would like to set up an instance of CiviCRM to help independent candidates register to run for office in Indonesia, and one requirement here (like many other countries) is that a candidate has to ...
2
votes
1answer
48 views

How can I import the “communication style” field when importing contacts?

In my csv I have a field named "Communication style", which I wish to map to the respective field in "communication preferences" for each contact in CiviCRM (formal / familiar). Yet, while importing ...
3
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2answers
127 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 ...
2
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2answers
53 views

Bug in the data import wizard

We need to daily export all donation data from CommitChange and import the data to civicrm using the data import wizard. So the process is: Map the appropriate donation fields to civicrm fields and ...
2
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1answer
27 views

How can I import ADDED BY field of Activities?

I have data in spreadsheet. How can I import Activities with respective Added by values (specified in spreadsheet)? Can't find this field in CiviCRM Activities import tool.