Questions tagged [import]

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4answers
66 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
88 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
80 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 ...
0
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1answer
46 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
47 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
24 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
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1answer
51 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
129 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
55 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.
1
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1answer
55 views

How can I avoid my import crashing with a Fatal Error due to an existing external ID?

I've had a few separate imports crash with a fatal error in the last month: Sorry but we are not able to provide this at the moment. DB Error: already exists Fatal error: Uncaught ...
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3answers
776 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 ...
2
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1answer
58 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 ...
3
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1answer
87 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 ...
0
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1answer
36 views

Batch merge error - wrong data type money?

I'm trying to clean up some duplicates using the batch merge tool, and it keeps showing this error: [Error: Processed 2 pair of duplicates out of 9] value: null is not of the right field data type: ...
3
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2answers
52 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 ...
0
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1answer
18 views

Legacy SQL Activity and Contacts Dump Transfer

Because of the excessive problem that happened to me on SQL, I had to create a new CiviCRM installation. How can I transfer the existing Individual profiles and Activities in the old CiviCRM database ...
0
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1answer
37 views

all imports seem to geo code

I never check the geocode box when importing. Yet, I found that even small imports were taking a long time. I ran strace on the php process and saw lots of lookups to google. So I disabled both the ...
0
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2answers
23 views

Is there a way to preserve existing data when importing into multiselect and checkbox fields?

My use case involves lots of importing, and extensive use of multiselect fields (to track things like skills, interests, etc). Sometimes we get new information about, for instance, an existing contact'...
2
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1answer
73 views

Importing contributions always imports $0 in Amount

I am having a really weird problem importing Contributions. Background: I am exporting data from my Drupal-Civicrm site and importing it into our new Wordpress-civicrm site. I do not want to go thru ...
0
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1answer
29 views

Hard coding data during import

I'm trying to import some contribution information from our payment processor and need to specify a "financial type" for the Civi Contribution (A mandatory field). Unfortunately, this information ...
0
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1answer
59 views

How can I assign an External Identifier to each set in a multi-record import?

I'm importing education history for each Individual Contact, which can have from 0 to 5+ sets of multi-records. Each set of multi-records comprises [institution], [degree level], [degree name], and [...
1
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2answers
59 views

What should be entered in the campaign field when importing a CSV file?

I'm trying to import a CSV file with donations that need to be linked with a certain campaign. I tried putting the campaign name, then the external id, and even just "matching" but all of them are ...
3
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4answers
162 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 ...
2
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1answer
58 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
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2answers
60 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. ...
0
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2answers
88 views

Importing Events

Is it possible to import Events? And if so, where do I start? I've not done anything more advanced than use the CiviCRM UI for imports before now.
0
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1answer
99 views

Civi Event Participant Status ID

I'm trying to create a simple spreadsheet to import event participants, and need to add the Participant Status codes to import. Is there a list anywhere or which codes correspond to which statuses? ...
3
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1answer
85 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 ...
3
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1answer
93 views

Importing Memberships and Contributions but can't seem to link the two together

I'm using the latest CiviCRM Wordpress version and have imported thousands of contacts and their memberships. The problem is when I attempt to import the associated contributions they seems to be no ...
0
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1answer
222 views

How to delete Field Mapping

How do you delete field mapping you saved? Have done a lot of work and learning system and now built up a bunch I won't use again but can't find anywhere in guide/online how to get rid of them.
5
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5answers
400 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 ...
0
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1answer
59 views

Update contact's field to empty value

I have updated some contacts and during import there was a mixup in some fields, i.e. an individual's "Website" field was filled with the value of an Organisation's website. I want to set the value ...
1
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1answer
31 views

Batch edit one contact field (source) with same information

I have over 50,000 contacts that I would like to batch-edit with the same contact "source" information. What is the best way to do this?
2
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2answers
21 views

Transferring CSV contacts Civi

On a PC, I've downloaded a list into excel and saved it as a MS-DOS CSV file. When I go to Civi to import it, Civi says it's not saved as a CSV file. I've followed the same steps I have for a dozen ...
1
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0answers
34 views

Add source to all contacts when importing a CSV File

Question in German Wir möchten eine CSV Datei mit Kontakten einer Gruppe hinzufügen. Dies ging auch mühelos.Das einzige das nicht funktioniert hat war diese neue Adressen die Bezugsquelle hinzu zu ...
6
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2answers
195 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 ...
2
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1answer
50 views

Bulk re assigment of relationships

If you have a large number of contacts managed by one 'volunteer rep' as a relationship, when that rep leaves then there is a lot of cumbersome manual data entry. I have looked and I can't find any ...
0
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2answers
32 views

Cannot find import in menu

I am running 4.7.8 but cannot find the option to Import from CSV for multiple choice options under a custom field - is this possible?. Any assistance would be appreciated. Thanks Steve
0
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1answer
81 views

CiviCRM Multi-value Custom Data empty

My civicrm version 4.6.2. Drupal version 7.51. I visited on this URL of the feature to test is /civicrm/import/custom?reset=1 This feature was not working correctly, such that if a custom field set ...
9
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2answers
999 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
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3answers
50 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 ...
1
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1answer
30 views

Importing without changing primary address

Is there a way to tell CiviCRM not to set newly-imported addresses as primary addresses? For example, let's say I have a database where everyone has nicely-curated "Home" addresses. I make a new ...
1
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1answer
62 views

Import participants with fee levels and price sets

Is there any information available on if it is possible to import event participants with price sets, and if so how? There is a field in the field matching that says "Fee Level" but I am not at all ...
2
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1answer
24 views

Is there a way to include OpenID as a drop down option in the contribution lis? or Is there a way to convert OpenID to external identifier?

When I imported contacts, I listed their identification number as OpenID. Now, I am trying up import the contacts' contributions. Along with their name, amount, date of donation, I am including their ...
3
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1answer
26 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 ...
2
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1answer
68 views

Importing Contributions

I am currently trying to import contributions to CiviCRM, and it will not let me. Ill get all the way to the import option, it will tell me that all rows are valid, then once I import, all rows are ...
2
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1answer
40 views

A question on my ability to import?

I cannot find a tab or any import button to import my data I have on excel. I'm not admin, but I have the ability to add cases, organisations and individuals. Do I have to be the admin in order to do ...
1
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1answer
34 views

Converting My Data to CiviCRM data formats

When importing data into CiviCRM, do I need to reformat my data in any way so that it is in conformance with CiviCRM data formats?