Questions tagged [import]

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68 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.
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77 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 ...
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76 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 ...
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33 views

Warning “mismatched contact IDs” when trying to update existing individual records

I'm updating the CiviCRM database with a list of individual records. All these individuals exist already in the database, but I need to create the link with existing organisations. I've already done ...
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1answer
73 views

Import contacts: can't get past the “Choose Data Source” screen

I am trying to import contacts into our database from a CSV file. On the first import screen, "Choose Data Source", I have set the data source to CSV, picked the file, ticked "first row contains ...
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1answer
30 views

Field Source doesn't appear in Import Contributions

I'm trying to import contributions. I found all the fields except the "Source" field. Is there any reason for not appearing? Is there a way to show it? Thanks in advance. :)
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1answer
101 views

help needed in importing multi value custom fields

For the below custom fields, suppose a contact has two UG degrees B.Tech, BBA and two PG degrees M.Tech and MBA, I want to add additional set of custom field set, and then add the second degree. Like ...
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1answer
94 views

Custom Fields are not showing when trying to import a CSV

I have created some custom fields. I am trying to import contacts with values for those fields. But the fields are not showing up during the step 2 "matching civicrm field" though other custom fields ...
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1answer
47 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 ...
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1answer
39 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 ...
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2answers
184 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 ...
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1answer
28 views

API CSV Import -> for ActivityContact -> invalid value for record_type_id

Using API CSV import to try add entries to the civicrm_activity_contact table -> running out of ideas as to what I need to use for record_type_id (see screenshot) - any other ideas are welcome! Trying ...
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1answer
23 views

Importing using API CSV importer

I am importing a large dataset using the API CSV importer extension. The data needs to be divided into 3 chucnks - contact, address and email. The second two imports I was planning to match up with ...
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1answer
32 views

Importing Contacts, Memberships and Contributions in 2020

I need to import from an external database 1500 contacts with their memberships and contributions. Everything I read about it in Stackexchange was written between 2015 and 2017. Is the following ...
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1answer
32 views

Expected import behavior when setting custom field to view only

Checking this option in a custom field View Only? Is this field set by PHP code (via a custom hook). This field will not be updated by CiviCRM. I had read that it would not update upon import. ...
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1answer
20 views

I need some help resolving db error:unknown error CSV Import helper when selecting a CSV from my desktop

I prepared a CSV for upload. I'll have to make multiple passes on the upload because I have single entry items and multiple entry data in the spreadsheet. I have created all of my custom fields. I ...
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1answer
68 views

Problem Importing Contacts

I get the following errors while importing a contact CSV file. I hope somebody can help with the issue. Civicrm 5 latest with WP 5 latest and the error is same with both PHP 5 and 7.2. "Sorry, due to ...
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1answer
37 views

Mass update / import bulk email preferences?

So - here is the deal - we have an excel sheet with hundreds of contacts - with which email they would like set as bulk mail. While doing an import, I see no option to indicate bulk mail preferences - ...
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2answers
120 views

Address formatting

I'm trying to find a way to change the address format in CiviCRM, to the Australian address format. I've had a good search but can only find this these from 5 years ago. https://civicrm.org/blog/...
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1answer
57 views

Import Contacts creating dupes despite dedupe rules

We are currently updating a member database with returning and new students/contacts. In the past we have been able to import lists updating the returning students, but now new duplicate records are ...
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1answer
86 views

Add contacts to group using CSV with contact e-mails

I'm looking for a way to add contacts to a group from a CSV file including e-mails of contacts already existing in Civi. When I import into Civi, I use the update option and select primary e-mail, and ...
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2answers
234 views

How do I use import and export php classes with aegir?

How do I use export.php and import.php to work with multiple sites run with Aegir. All of them share the same files (php classes) and when I specify the site with -s mysite.org I get nothing (...
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1answer
33 views

Pay Later status on imported contributions

I am trying to do a bulk import of transactions that are all being invoiced now. By indicating the Contribution Status as "Pending," the transactions all import as "Pending (Incomplete Transaction)" ...
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2answers
51 views

CiviCRM API V3 : Translate Two Digit State to State_Province_id?

I'm using civimigrate for a pretty intense migration into CiviCRM and I have hit something of a puzzler. I have a table with addresses that I am matching to contacts, but I cannot seem to find a way ...
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1answer
73 views

Import – match to contact by email without creating duplicate email address

Is it possible to use the import function for contacts and match by email, without creating duplicate email addresses for existing contacts? Example: We organize frequent webinars with participation ...
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1answer
56 views

How can I avoid my import crashing with a Fatal Error due to an existing external ID?

I've had a few separate imports crash with a fatal error in the last month: Sorry but we are not able to provide this at the moment. DB Error: already exists Fatal error: Uncaught ...
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1answer
73 views

Import participants with fee levels and price sets

Is there any information available on if it is possible to import event participants with price sets, and if so how? There is a field in the field matching that says "Fee Level" but I am not at all ...
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1answer
36 views

Batch edit one contact field (source) with same information

I have over 50,000 contacts that I would like to batch-edit with the same contact "source" information. What is the best way to do this?
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1answer
57 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. ...
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2answers
169 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.
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1answer
16 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.
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1answer
52 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 ...
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1answer
27 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 ...
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1answer
65 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 ...
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1answer
46 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?
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1answer
21 views

Importing contacts into Civicrm

I am importing 350 contacts into Civi. This post says that you should always include an import identifier. I don't have admin access so I cannot create a custom field set. I was going to identify the ...
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1answer
13 views

Importing Gift Records

Does anyone know here know how to import .csv files containing contribution information? I know how to import constituent records but don't know how to import their gifts.
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1answer
18 views

Bulk Un-checking

I wanted to know if there is a way to un-check a section in individual contacts in a bulk size way rather than going into each individual contact and un-checking the section i need un-checked.
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1answer
79 views

Meaningless error report when importing multi-value custom fields

I'm trying to import some multi-value custom field and I am getting what is clearly a badly formed error message. I've eliminated most of my errors by careful perusal of my import data and correcting ...
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1answer
79 views

Batch Update the current relationship in CiviCRM

I need your help. I need to disable a current relationship for 4000 records in the import process without using SQL command line. There is no field for set active/inactive or expiry date of the ...
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1answer
22 views

Contact Import Longitude missing in mapping

I am trying to import contacts from one CIVI database to another however when doing the field mapping there is a map for latitude but not one for longitude. Am I missing something, if not is there any ...
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1answer
58 views

Importing membership custom field keeps failing

I'm having problems importing memberships with a custom field. I'm able to import a alphanumeric text field without an error, but a second custom field, set up as a checkbox, keeps being rejected. ...
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1answer
35 views

Smarty causing contact import to fail

I have CiviCRM 4.6.28 on Drupal 7.56, hosted on Pantheon. We are trying to import lists of contacts, but anything above 250 contacts throws a timeout error, due to Pantheon's time limits. The time ...
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1answer
26 views

How can I easily import data from external sources like Stripe while dealing with subtle differences in field values?

Here's a specific example. When I export data from Stripe, there is a Status column with the value Paid. This obviously corresponds to CiviCRM's Contribution Status field. However, CiviCRM doesn't use ...
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1answer
71 views

Cannot get the import of employer-employee relationship to work

I have successfully imported all my organisations and I'm now trying to import my contacts which are employees of these organisations. I've read the relevant sections in the CiviCRM cookbook and the ...
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1answer
42 views

Import override for latitude and longitude

I'm in the process of importing latitude and longitude information for contacts. This process is straightforward but I don't see an option to upload an option to turn on 'Override automatic geocoding'...
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1answer
32 views

Importing Contributions - Email Receipt

When importing contributions I would like receipts to go to the contacts that made the payment. What is the best approach to make this happen?
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65 views

What should be entered in the campaign field when importing a CSV file?

I'm trying to import a CSV file with donations that need to be linked with a certain campaign. I tried putting the campaign name, then the external id, and even just "matching" but all of them are ...
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1answer
31 views

Importing without changing primary address

Is there a way to tell CiviCRM not to set newly-imported addresses as primary addresses? For example, let's say I have a database where everyone has nicely-curated "Home" addresses. I make a new ...
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1answer
33 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 '...