Questions tagged [import]

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votes
1answer
45 views

Is there a simple way to import recurring SEPA mandates that have been processed outside CiviCRM previously and should now be managed using CiviSEPA?

In the CiviSEPA Setup Instructions there is a section regarding importing SEPA mandates, but instead of an answer there is a question... (similar to the one I am asking.) I have been checking the ...
3
votes
2answers
38 views

Is there any way to import files into a custom field for uploaded files?

Is there any way through SQL commands, to import files into a custom field? E.g. photos of contacts?
3
votes
1answer
86 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 ...
3
votes
1answer
95 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 ...
3
votes
1answer
74 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 ...
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 ...
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 ...
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 ...
3
votes
1answer
30 views

Import/export database from old CRM version(5.4.0) to New CRM version(5.15.2) in wordrpess

Currently I am using Civi CRM (5.4.0) and want to upgrade it. I downloaded new version and installed it in my wordpress website. I had a separate database for CiviCRM. When I installed & ...
3
votes
1answer
61 views

Import Contact Issue

I am importing CSV files, about 7000 contacts per import, about 20 fields per contact, about 800kb sile size. DB size is about 55k, issue arose at about 20k. Since then, it times out after 2000ish ...
3
votes
2answers
118 views

Failed to import contacts into groups (with csv import) [duplicate]

I have contacts belonging to different groups. I made a first csv import successfully : I have all data of contacts and they are all in the same big group. But then I tried to import them group by ...
3
votes
3answers
209 views

How to add a tag or group to a set of pre-existing contacts via import?

I have a list of contacts (names and email addresses). I know that all of these contacts are in the Civi database, but I want to add a tag or a group to all of them, and i have the list in a CSV file. ...
3
votes
1answer
87 views

How to tag a contact when importing possible duplicates

I want to import a list of participants that attended an event and tag them and put them in a group. Many of the names are already in the system so it doesn't import them based on the dedupe rule of ...
3
votes
1answer
21 views

When I imported new contacts, some contacts got error “record”, what is that?

When I imported contacts using a CSV some rows were not imported even though their formatting was fine and matched all the other rows. When I downloaded the errors, the error was called "record". ...
3
votes
1answer
101 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 ...
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
2answers
246 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
2answers
71 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://...
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 ...
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 (...
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?
3
votes
1answer
33 views

Contact Import German Date Format support?

CiviCRM 5.20.2/WP: My system is using german locale. The contact import does not offer german date format "dd.mm.yyyy", even it is set for birth class in the date settings (dd.mm.yy). How can I get ...
3
votes
1answer
40 views

How are long jobs handled, e.g. Contact import

I'm trying to understand what happens with an import. A file gets uploaded in a POST operation, then there's GET requests polling(?) of civicrm/ajax/status?id=somelongid Which request does the work? ...
3
votes
1answer
37 views

What causes this error on importing email addresses?

I'm getting some (maybe 5%) email address imports rejected with the message "Matching this contact based on the de-dupe rule would cause an external ID conflict" The email addresses in question can be ...
3
votes
1answer
54 views

Using API csv Import GU"I extension for Pledges

I have a number of Pledges that need to be loaded and was hoping the the extension would allow me to create a csv file and import the pledges in bulk. A separate line was created for each 'payment' of ...
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, ...
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 ...
3
votes
3answers
116 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 ...
2
votes
4answers
182 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 ...
2
votes
3answers
135 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 ...
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
1answer
58 views

What are the files and fields in CiviCRM?

An organization I volunteer for is considering this software solution. I need to see the files and fields in those files to see how they match to our current system. A brief description of the purpose ...
2
votes
1answer
33 views

How do you import contributions as Pending (Pay Later)?

After reviewing Pay Later status on imported contributions - I followed the answer - created a column listed as Is Pay Later - and added the value 1 to all contributions. Did it again as Yes - both ...
2
votes
3answers
33 views

How can I set the maximum number of processes?

I thought I had a fix, but I'm still getting a 500 error on importing a batch of 16 organizations. Host tells me CiviCRM is spawning more than 30 processes, which is the host's limit. Trying to get ...
2
votes
3answers
55 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 ...
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 ...
2
votes
1answer
91 views

How to send confirmation when importing contributions

When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation ...
2
votes
1answer
89 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 ...
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 ...
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 ...
2
votes
1answer
35 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 ...
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 ...
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. ...
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 ...
2
votes
1answer
30 views

Import exceeding max. number of processes on host

Getting a 500 error on importing CSV content. Consulted with web host, who found the cause of the 500 Internal Server Error. When I click on the import more than 30 processes is spawned from my ...
2
votes
1answer
27 views

How can I import ADDED BY field of Activities?

I have data in spreadsheet. How can I import Activities with respective Added by values (specified in spreadsheet)? Can't find this field in CiviCRM Activities import tool.
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 ...
2
votes
3answers
157 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 ...
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
147 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, ...