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Questions tagged [import]

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3
votes
1answer
33 views

When importing activities can you use an external id?

Is there a standard way to import activities with an external identfier in the same way as contacts to help us identifiy what has been previously imported. otherwise, I guess we would just have to ...
2
votes
3answers
124 views

Importing Household Address if Already Exists

I've seen several requests for this, but some seems outdated. Goal: Import contacts and households and update existing records. I'm using http://forum.civicrm.org/index.php?topic=29506.0 as a ...
0
votes
2answers
50 views

Need clarification on switching CiviCRM hosting from a host/consultant

We are currently hosting with a company that also assists us with are CIVI Crm. We are interested in moving our site to a new host and would like to know if the CIVI will move with it? Without having ...
4
votes
1answer
70 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?
1
vote
2answers
73 views

Imports timing out

I'm having troubles with large imports of any sort (contacts, memberships, etc.) if the file is too large (over 2000 rows) the operation seems to time out. The import stops and the wordpress login ...
4
votes
1answer
50 views

Can I avoid HTML formatting being escaped during API import?

I need to import HTML formatted content to a custom event field for a larger number of events. During import via the API, HTML tags are being escaped and rewritten: <a href=“https://example.com“&...
2
votes
2answers
216 views

Add fields in Matching CiviCRM fields on Import Contact

We are importing contacts into our CRM. Our CSV file contains a District column, but while importing contacts, there's no such field present in CiviCRM--we need to add the district field. URL: ...
4
votes
2answers
97 views

On Import, where is county field?

I've noticed upon matching mapping fields in the import process that for some fields in the file they are missing in the CiviCRM drop-downs. For instance, for a field named "Home County' the CiviCRM ...
1
vote
1answer
25 views

Problem with membership import

I completed a membership import. Online screen messages indicate that the import was successful, but none of the members appear on reports and contacts do not have membership relationship. What could ...
1
vote
2answers
49 views

Why can't I import Individual Prefixes into the database?

When importing, Induvidual Prefixes don't seem to "take" and apply. Why is this, and how does one get around it?
1
vote
1answer
60 views

Why are Activity Imports failing with error message “source contact id not valid”?

I'm running a monthly activity import into a site (4.4.13) [I realise it's due an upgrade to LTS] We have a standard csv tempalte, and existing field mapping. And have been using the same method ...
3
votes
2answers
67 views

API chaining like behaviour with import.php

Looking to use import.php function to do a big import. I'm yet to find some documentation that clearly explains it all. Seen this: https://civicrm.org/blogs/xavier/api_batch_tools and this http://...
0
votes
2answers
33 views

CiviEvent Participant Import

I have about 4,500 rows of participant that I would like to import. In each row is a column for the CiviCRM internal ID and columns for the requisite information about the event. When I upload ...
4
votes
2answers
74 views

Importing bank data

Is there a possibility to combine a posting line from the bank to a member (donor) in the CiviCRM database? More precise: Could we load the bank statement to CiviCRM or is it necessary to put every ...
2
votes
4answers
178 views

Can the External ID have multiple values

I would like to add multiple values in External ID. Is this possible or would I have to create a new custom field? Example 2 Duplicate contacts have different external IDs. I want to merge them but ...
1
vote
0answers
7 views

Importing and collecting openids

We use CiviCRM 4.6.9 with Drupal 7, and our members login via OpenID. No problems there. However, we have found since we went live about this time last year that the OpenID values are not being ...
1
vote
2answers
59 views

Why external ID removed in membership import in update mode?

During Membership import in update mode externalID available in civicrm 2.0 and it seems that it is being removed in CiviCRM 4.6.7. As I have a csv file to import membership with only externalID ...
2
votes
1answer
57 views

How can I import Memberships without membership start date?

I want to import membership in update mode and I don't have start_date so at the time of import it shows me start_date is required field. I have removed membership_start_date required field from /...
0
votes
0answers
89 views

Civi isn't finding matching contacts when importing contributions

I'm trying to import contributions from another source, and Civi gives me a "no matching contact found" error for each record. I've checked my csv data, my Civi data, my field mapping, and my ...
0
votes
1answer
2k views

What does this import error mean? “Invalid value for field(s) : … Country input value not in country table”

I am getting a crazy import error message: Invalid value for field(s) : Addressee must be one of the configured format options. Check Administer >> System Settings >> Option Groups >> Addressee for ...
2
votes
2answers
357 views

When importing memberships, I get “Error: Invalid value for field(s) : Start Date; End date”

I hope someone can answer this! I've tried 30 various date formats, rearranged columns, and every time I do a membership import it fAils. No errors are presented, I'm just returned to "Upload Data (...
1
vote
1answer
24 views

Bulk assign contribution page based on contribution type?

Issue: We migrated about 5000 contacts from one CRM to CiviCRM. The organization required historical data to be moved over, but also changed their membership pricing scheme which has been resolved ...
2
votes
1answer
34 views

I have imported memberships, need memberships to count as contributions

I have imported memberships tied to households via CSV, but have just realized that despite the fact I uploaded the membership type and payment amounts are saved for each membership type, no ...
1
vote
0answers
23 views

Get error msg from Manager.php

I'm new to CiviCRM, just installed 4.6.5 on my Joomla 3.4.4 testsite. Other software levels: PHP: 5.5.18 MySQLi: 5.5.36 I tried to import contacts, 980 in total, using a .csv file. There are no ...
1
vote
1answer
43 views

Importing contributions with soft credits fails with spurious email error

I'm trying to import some contributions. Each contribution has a soft credit field which is an email address. I've set the field mapping to Soft Credit / Email / Solicited. All the rows are failing ...
3
votes
2answers
77 views

When importing memberships into 4.6.8, what does “”The membership cannot be saved because the status cannot be calculated" mean?

I am attempting to import and update existing memberships into 4.6.8, using the same steps that have worked successfully previously, but I'm getting an error. I have created a .csv file with (...
1
vote
1answer
96 views

Contribution import fails for all records with error “No matching Contact found”

I successfully imported contributions from csv files, up to 4.6.3. Now when I try to import using the same saved mapping, in Joomla with 4.6.6, every record fails with the error No matching Contact ...
1
vote
1answer
58 views

Importing data with households

I've been attempting a data import for households and contacts on a new civi install, and cannot for the life of me figure out how to import the data and keep civi from creating duplicate records of ...
1
vote
0answers
28 views

Membership import - is there any column heading that will automatically match internal identifier?

I've tried all sorts of things and can't find any column heading for the cvs that will automatically match internal identifier. One would think that if you use what comes up when you manually match ...
2
votes
1answer
68 views

Warning when importing contacts/activities

warning pop up note when importing contacts or activities, same warning on the drupal demo site, go to contacts -> import contacts/activities: 'Upload max filesize ('upload_max_filesize') should not ...
0
votes
1answer
22 views

Important Event Participants on CiviCRM 4.6.5 no longer supports external ID?

We've been importing event participation in 4.4.6 using their external ID (External Identifier). This appears to be no longer supported in 4.6.5. Any way to get this to function again?
0
votes
0answers
45 views

404 Error: Not found while Importing Contacts

I'm migrating from one host service to another. We've installed the newest version of CiviCRM on the new host, DreamHost. I'm exporting contacts from the old CiviCRM database and importing them into ...
0
votes
2answers
61 views

Member since date is being updated on import but we dont want it to!

using CiviCRM 4.4.14. We're trying to update memberships with an import using data from a direct debit processor. In field mapping we're matching the pay out date to 'Membership start date', but some ...
1
vote
0answers
66 views

CiviCRM Import contacts only adding some to groups

I have to csv files with organisation contacts in them, when I import a group of contacts it says it has created all the contacts, but will only add 300/350 or 160/240 into the group. I receive no ...
1
vote
0answers
310 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 ...
1
vote
2answers
72 views

Is it possible to move data from a contact type to a component/extension?

I'm still figuring out how to organize our organization's data before importing it into CiviCRM. One question that came up is whether it would be possible (through the UI or through SQL) to move some ...
4
votes
1answer
129 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. "...
1
vote
1answer
16 views

What might cause an Contact Import to only import core data and not import custom data

Asking this mostly so I can answer it in case it helps others. I had been provided a csv that was doing as described in title ie it had both custom and core fields in it, and the core date eg First, ...
5
votes
2answers
88 views

How can I most easily import Activities and Contacts together?

I'm working on some scripts to export data from our current CMS (a custom in-house tool) to CiviCRM. This is a first import, and CiviCRM is a blank slate. When importing activities it seems like the "...
-1
votes
2answers
69 views

Contacts update [closed]

I have problem updating contacts data. I know it has to do something with Dedupe rule that I have to use but I don't know how to ensure myself that I won't have duplicates.
3
votes
1answer
22 views

Best practices for “lookup” variables

I am getting ready to move our organization to CiviCRM. We have many values that are "codes" that show in our current system via lookup tables. For instance, the value in the database for a chapter ...
2
votes
1answer
418 views

Importing relationships

I have a set of custom relationships I need to import against, but the import mapping dropdowns are only showing the three default relationships: Employee of.. Family member is.. Household member is.....
3
votes
1answer
133 views

Adding Spouses to Civi Contacts

I have about 5000 records of my org. To be a "member" of our org we measure that by "household" so therefore there could be two or more people in the household.(we provide free legal advocacy to these ...
2
votes
2answers
37 views

Import Fails After Reporting Success

I am trying to import 200 activities to contacts and the import shows that all records are imported but if I go to the contact and look at their activities it is not shown. Any help is appreciated. ...
2
votes
2answers
136 views

How do I find civicrm field names for import?

I want to import memberships, but civi isn't finding the membership type. How do I find out the field names (such as membership_type) for each membership? This problem has cropped up for other ...
3
votes
1answer
78 views

Is it possible to import “Assigned to” data for Activities?

In the "Import Activities" interface in CiviCRM (version 4.6.3, drupal 7), there are many options for fields to import. One critical field that appears to be missing is the "Assigned to" field (...
2
votes
2answers
77 views

Error in CiviCRM for Drupal7 after Migrate from “Backup and Migrate” module on New Contact Form

After I did a Backup and Migrate to a new system, I am getting two errors on any New Contact form. They are as follows: Notice: Undefined property: CRM_Core_BAO_Tag::$tree in CRM_Core_BAO_Tag->...
3
votes
1answer
73 views

Error uploading CiviCRM contacts. Can I revert?

Does anyone know how I can revert a contact import (via the upload contacts script included in the site). The process included merges with existing contacts.
3
votes
1answer
56 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?
4
votes
1answer
79 views

How to integrate with Drupal migrate to create a periodic import into CiviCRM?

We have a requirement to periodically update a set of contacts in the CRM from an external source. Our preferred base technology is Drupal migrate. This is so that we can automate some transforms and ...