Questions tagged [import]

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4
votes
2answers
99 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
votes
6answers
600 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
790 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
votes
1answer
46 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
vote
0answers
32 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
votes
2answers
28 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
votes
3answers
154 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
votes
3answers
179 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 ...
1
vote
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
55 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
vote
2answers
160 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
45 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
votes
1answer
100 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
votes
2answers
42 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
vote
1answer
154 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
votes
1answer
23 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
votes
3answers
79 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
votes
1answer
76 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
vote
2answers
229 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
101 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
vote
2answers
59 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.
0
votes
2answers
361 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 ...
5
votes
2answers
344 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
vote
1answer
30 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
votes
1answer
115 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
vote
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
votes
1answer
23 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
votes
2answers
31 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
votes
2answers
278 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 ...
0
votes
1answer
56 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 ...
2
votes
1answer
29 views

Including discount codes in membership imports

We offer a discounted membership to graduates of affiliated training programmes - to minimise the processing work, the course administrator fills out a template spreadsheet and sends it to us, and ...
2
votes
2answers
142 views

Import multiple options in one field

I have a custom field for Individual contacts which can carry multiple values, i.e. 'Languages' can be 'English, German, Spanish, Greek'. An individual may speak 'English, German', another 'Spanish, ...
2
votes
1answer
54 views

Is there a way to preserve paragraphs when importing Event descriptions using API csv Import?

First of all - the API csv Import extension is terrific. It's going to really help me out with something. I am importing webform submissions in order to create Events in CiviCRM, and it's working ...
0
votes
2answers
195 views

Custom Fields not importing into contacts database

Having an issue where I'm trying to import a series of CSV files into the Civi Contact Database. There were new custom fields created to do the import, but when I do the import with all the fields, I ...
2
votes
1answer
87 views

Importing phone/fax/mobile phone numbers from CSV…best practices?

I'm about to do my first import of contacts into a pre-existing CiviCRM database on WordPress. Client sent over the CSV but there are columns like this: Home Phone Home Fax Mobile Phone Work Phone ...
0
votes
1answer
21 views

ignored import file lines

I have a contacts.csv file with 4330 records. On importing, CiviCRM reports that the file has 1866 records. Separating the file into three files yields proportionately similar results. Why the ...
1
vote
1answer
15 views

name “suffix” is missing from import mapping list

name "suffix" does not appear in the field names to be mapped. I have that data in my contacts.csv file but can't see how to map it.
4
votes
2answers
174 views

How to match Activities to Contacts during import?

We recently distributed supplies to many of our members and used a GoogleForm to create a .csv spreadsheet to track the number of supplies given to each member. We imported the names of any new ...
3
votes
2answers
75 views

After Import to group, individuals in that group not showing up as recipients to in CiviMail.

OK, this is a new one to me. I'm running CiviCRM 4.6.6 on WordPress 4.3. For the individual contacts I added manually, CiviMail works awesome. But here's where things get weird. I just finished ...
1
vote
0answers
52 views

CiviCRM Member Import Tool Issue

We are attempting a CiviCRM Member import for a client on CiviCRM 4.6.12. The import starts to run but then fails saying no memberships were created. Nothing is logged to the CiviCRM log file. The ....
3
votes
2answers
242 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 ...
6
votes
1answer
67 views

Can I specify a dedupe rule and import type (e.g. update) when using command line import

I'm using the command line import, following info provided here: How do I import contacts through the command line? https://forum.civicrm.org/index.php?topic=34033.0 Since I have data that includes ...
2
votes
1answer
59 views

Command line import error message

I'm using the command line import, following info provided here: How do I import contacts through the command line? https://forum.civicrm.org/index.php?topic=34033.0 But getting the following error ...
1
vote
1answer
80 views

import contribution

I try to import contribution. Procedure - Contribution - import contribution - import the .csv list Error "is not a valid option for field campaign_id" Where do I find the campaign_id? thanks
0
votes
1answer
60 views

Error when importing contacts

I'm getting the following import error message when trying to import contacts: Invalid value for field(s): Geo code 1 Can anyone please explain? thanks
3
votes
2answers
53 views

Reset external ID to null

We frequently try to match facebook event attendees to contacts in our database in order to send targeted emails to the person. By matching them to our database we know a lot more about the people (e....
1
vote
0answers
72 views

Country custom field import error

I have a custom field called "Nationality" of data type "Country". It doesn't accept any kind imported values. I tried with "United States" and "US", it doesn't give an error but it doesn't import ...
8
votes
1answer
247 views

Can I easily sync/import Facebook Event attendees with a CiviCRM Event participant list?

A lot of my users like to use Facebook Events for quickly inviting their friends and contacts to an Event. Facebook allows Event attendees and status to be exported by the Event owner or manager - ...
1
vote
1answer
47 views

Import custom field to fill duplicate contacts

I am importing two custom fields and an email address (which is used to match up with the contact) I have 1000 rows and successfully imported 800. The error reason for the 200, was'record duplicates ...
2
votes
0answers
53 views

Can import update contact addresses be set to update primary address?

We do some snail mailings. We get back NCOA (National Change of Address). I do an import update to get the changes back into the database. The problem is, as far as I can tell, you can't update ...