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Questions tagged [import]

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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
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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
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2answers
258 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 ...
2
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3answers
109 views

CiviCRM not recognizing csv file when uploading

CiviCRM is suddenly not recognizing upload file as a csv file. It's now giving an error message that csv file not recognized. What is the problem and how can I overcome it?
0
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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
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1answer
28 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 ...
4
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5answers
2k views

CSV file import problem with file from Mac MS Office

I am trying to import contacts as .csv file, however when I try to upload it I get an error message saying that the input file must be in a CSV format - which it is! I'm using a Mac and I've read that ...
2
votes
2answers
138 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, ...
0
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2answers
356 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 ...
0
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2answers
192 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
84 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 ...
1
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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.
0
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1answer
20 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 ...
5
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2answers
207 views

How do you import (custom) relationship fields?

I am prototyping and testing import from M$ Access. Up to now I could quite easily import relationships, but I am missing the way to import also the relationship core Start date and custom fields I ...
2
votes
1answer
48 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 ...
5
votes
3answers
153 views

Scan to Civi app

Anyone working on creating an app to scan a business card and have that information transfer to Civi? Or ideas for how to create this? Thank you.
3
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5answers
252 views

How to migrate Raisers edge data to CiviCRM?

We have large data in Raisers edge.We need to migrate Raisers edge data to CiviCRM. How to migrate Raisers edge data to CiviCRM?
0
votes
1answer
71 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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0answers
47 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 ....
1
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2answers
64 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 ...
2
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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 ...
1
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1answer
79 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
3
votes
1answer
79 views

CLI Contact Import is not importing address details

I have a local test environment on a mac where the site is installed. I'm trying to do a CLI import via the mac terminal and unfortunately, address details are not being imported. Command Used: php [...
0
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1answer
59 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
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2answers
52 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
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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 ...
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
58 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 ...
8
votes
1answer
244 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
51 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 ...
3
votes
1answer
63 views

How do I setup an import for the Do Not Email field?

I am a newby. Why would 'Do not Email' not be checked even though my import mapped and imported without error? It says it didn't have an error, but it must have imported with an error. I was able ...
3
votes
1answer
71 views

checkbox import problems

Right now I have a custom data set set up that has 3 custom fields inside of it. Inside each custom field is a list of options that can be checked. (checkbox is the option) In my spreadsheet that I ...
1
vote
1answer
35 views

Where are the saved import mapping configs stored?

I have been working on a local CiviCRM install to test importing contacts from a CSV file to the Civi contacts. I am ready to move this import process to our hosted test site but would not like to ...
1
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0answers
40 views

How to import existing membership records

I am trying to import some old and existing membership but fail, which only the start date on 2015 can be imported. In my xls, the other membership records on 01/01/2008, 01/06/1991...etc are all ...
3
votes
2answers
239 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 ...
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 ...
0
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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 ...
2
votes
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 ...
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
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 ...
3
votes
3answers
109 views

Default values for Preferred language, email format, email greeting, postal greeting and addressee

we are in the process of setting up CiviCRM and we are importing a lot of records from a previous CRM. when we do the import, the preferred language defaults to english. how do we get this to be a ...
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?
2
votes
1answer
68 views

How can I specify quantity of tickets on event participant import?

I'm trying to figure out if there is there a way to specify quantity of tickets? Like a person bought 2 tickets but civi participant import processes doesn't seem to let me specify that. Any ...
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 ...
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
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“&...
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
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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 ...