Questions tagged [import]

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votes
1answer
103 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
votes
1answer
91 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
107 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
236 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
406 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
64 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
36 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
36 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
votes
2answers
207 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
votes
1answer
51 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 ...
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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
82 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
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?
2
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3answers
56 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
vote
1answer
31 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
67 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
25 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 ...
4
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1answer
30 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
69 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
votes
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?
4
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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 ....
15
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6answers
628 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 ...
1
vote
1answer
910 views

Can you share an example of a complex .CSV file for import?

I'm looking for structure information on complex .CSV files that have custom fields, relationships, groups. I'd like to get a better sense of best practices for organizing data ahead of time. If you ...
0
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1answer
51 views

How to import check box field data?

How do I successfully import contact's check box field data? I am using civicrm 4.6.19 and importing from csv. I want to import the "is deceased" field and the communication preferences... Thanks
1
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0answers
34 views

importing contacts

I am trying to import 714 contacts to the system. I am able to do it but before the final DONE click it shows 445 total number of rows in the imported date and 1251 total number of contact records or ...
3
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2answers
30 views

Q: Import Field Separator bug?

After trying to import event participants for many hours I discovered a confusing bug with Import Field Separator. During import it is possible to specify which character delimits fields - comma, ...
2
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3answers
169 views

Importing Participants

I am trying to import multiple participants from a CSV file into Civi as event participants. I am running into an issue when I go to match the required fields. I keep receiving an error because the ...
3
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3answers
182 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 ...
1
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2answers
66 views

Importing and updating pledges

I want to import a bulk pledges to my CiviCRM installation and also I need to updating the pledges in every month. If I do it in manual it is very time consuming process. is there any easy way like ...
1
vote
1answer
57 views

How do I get csv file of Gmail contacts to import?

I am trying to import a Google Apps Contacts list in csv file format. I go through the steps; it goes through the motions of importing the file, but no contacts are added. We're running CiviCrm 4.7.8. ...
1
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2answers
165 views

How can I export/import contribution pages and event pages from one site to another

I want to export contribution and event pages from one Drupal7 site to another Drupal7 site. Is this doable, any help greatly appreciated.
1
vote
1answer
46 views

How do I import both student and parent information together?

I am trying to find out how to import student and parent information at the same time. I have seen instructions about importing student and then adding the parent information afterwards, but I have a ...
3
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1answer
108 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 ...
2
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2answers
45 views

Upload CSV zipcode

When attempting to upload a CSV file containing zip codes with a leading zero the leading zero is dropped when attempting to save the file for import. How do I keep a leading zero in a CSV import file?...
1
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1answer
168 views

Importing Custom Field Checkbox Data

I have setup a custom field with 4 options. In my spreadsheet I've tried various combinations of columns which would allow me to import data and select required options. But nothing is working! ...
0
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1answer
26 views

Import to Custom Field with Tab setting

I created a custom field with a Tab setting, but when I go to Import the custom field is not visible as an option for importing. Custom fields that are inline are visible. Is this a limitation or a ...
3
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3answers
80 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 ...
0
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1answer
80 views

How to import notes?

This might be a silly question - how do I import notes into existing contacts? I tried importing data to the Note field with the related Contact ID, which results in the following warnings - with no ...
1
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2answers
241 views

Where is “Unique ID (OpenID)” and how is it used?

I am preparing to do an import of a lot of data, and I want to properly map my data into CiviCRM. This is primarily for event participants of various kinds, so I exported the basic participation data ...
4
votes
1answer
103 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 ...
1
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2answers
62 views

Can I import contacts from Outlook into CiviCRM?

Is it possible to transfer a contact list from Microsoft 365 Outlook to CiviCRM using a csv. File? I don't understand this formating business, it's a simple enough question.
5
votes
2answers
369 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 ...
1
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1answer
32 views

Change log rollback not restricted to a single contact

Not so much a question as a development request... We manually add/edit records but also do a lot of importing into Civi. When some errors were found on a particular contact record we used the '...
2
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1answer
124 views

Input file must be in csv format

I am trying to import a csv file as a test into Civicrm. I first exported the exact same file from Civicrm, and then i tried to import the exact same file. When i click on Continue, i get an error "...
1
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1answer
20 views

Could not load settings file at: 4.7.0 wordpress

I tried to load my contact to civicrm using the command line however was i tried to execute the import.php i received an error"could not load the settings file at: i tried to further investigate i ...
0
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1answer
24 views

How can I import custom data contact references as names rather than id numbers

When I try to export custom data from the front-end and export a contact reference I get the name of the contact rather than the id. But when I try to do the reverse and import an organization with ...
3
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2answers
32 views

Infusionsoft to CiviCRM data migration

I am a digital marketing consultant and I have a non-profit client who is looking to migrate from Infusionsoft to Civi. I am working with a certified implementation partner however she doesn't like ...
0
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2answers
310 views

One of parameters (value: Array) is not of the type Integer - initially observed during import, but same when visiting Contact Record

As per the title - this message was observed first during an import, which failed. I re-imported with a 'tracker' field so i could see exactly where it failed. And rinsed and repeated. Found 2 records ...