Questions tagged [import]

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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
423 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
148 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
38 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
140 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
81 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
78 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
57 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
80 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 ...
2
votes
1answer
57 views

why i cannot get all number errors when importing data

i face errors data when import. when i click download erros , i can't get all of them for example erros = 4000, when i click download erros link i only got 500. why are cannot i get all the number of ...
2
votes
2answers
73 views

Contact Reference Field Import & Batch update

How can someone import or do a batch update using a profile using a contact reference field? I have tried both and get errors on the import even though the format of the text is correct and those ...
1
vote
1answer
43 views

What is the correct way to import fields with line breaks?

I've noticed that CSV files containing "\n" will import these characters literally. That makes sense for single-line text, but what is the correct way to handle for note fields?
1
vote
2answers
182 views

Import from one db to another fails

I exported all the civi tables from one database and saved as a sql file, including a droptable statement. I then tried to import the data into a fresh site with brand new civi installation. The ...
6
votes
1answer
239 views

How Do I Import 75+ Groups

What's the best way to batch import a list of groups? The list contains 75+ entries, so having a team member manually enter each group is not the best use of time.
3
votes
1answer
40 views

How to convert/import participants with partial payments

I've tried importing participants in the standard way, then importing contributions for their event deposits (partial payments), then using API CSV import to connect them via a ParticipantPayment ...
2
votes
1answer
47 views

GitHub repository location for Import scripts via Kettle

In post: http://forum.civicrm.org/index.php?topic=35438.0 JonGold states that he'll share the import scripts for using Kettle to import via cli.php and then tag the new imports, again using cli.php. ...
4
votes
1answer
83 views

MailChimp Integration imports First Name, but not Last Name

CiviCRM 4.4.14 (Drupal) I am trying to use the MailChimp integration extension but on importing a list from MailChimp, only the first name is imported. I've gone through all the settings but cannot ...
2
votes
1answer
80 views

Restoring groups and linked contacts

50 groups were deleted by mistake. Please don't ask how. So from a 2 weeks old backup, we're able to extract a CSV from civicrm_group and civicrm_group_contact group_id, name, contact_id, email We ...
5
votes
1answer
206 views

How do I import an activity with multiple target contacts?

Has anyone got tips for the best implementation for this that's friendly to a savvy end-user? I can script it in an ETL tool, but that's not an option for them. "Import Activities", as best I can ...
5
votes
1answer
120 views

How do we preprocess CSV columns when using CiviCRM builtin import functionality?

We use CiviCRM's import data functionality (and api-csv-import-gui) to import partner's contributions from CSV files. This is working great because the CSV columns can be mapped to CiviCRM fields via ...
5
votes
2answers
126 views

How can I import Memberships without e-mail addresses or external IDs?

We are transitioning a small organization to CiviCRM 4.5, with about 2000 total contacts and about 150 memberships. The contacts imported without any problem, but when we went to import the ...
5
votes
1answer
201 views

Can Civi/WordPress an Civi/Drupal (same versions) share a database?

This would make it a lot easier to manage a transition between an existing Drupal site and a new WordPress site. In my case, all core programs and the existing databases are on the same server. It ...

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