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5

You should note the exceptions for the contacts with dual residences and manually remove their secondary residence, and only keep their primary residence in the sheet. You can always create their secondary residence address within CiviCRM after the import wizard finishes as a non-primary address. For State/Province names and Country name mismatches, you can ...


4

You can do a search (of any kind) and the resulting screen will have an Actions select menu. Select any or all of your contacts and then you can select the Export Contacts in the Actions menu. See https://docs.civicrm.org/user/en/4.6/common-workflows/exporting-your-contacts/ You can also run any number of reports and save the result as a CSV.


3

How are you recording the enquiry? As an activity? If so, you could add a custom field "exported" (Yes/No field, default No), then search for exported=no, export, and update exported=yes. There are various problem scenarios you might want to think about: eg if an export is lost after you generate it (eg email bounces), do you need to be able to reproduce ...


3

CSV files aren't a single common format. For instance, in the US, fields are often separated by commas, but in Europe, often by semicommas. If you're importing, there should be an "import field separator" option (see screenshot). Ultimately, there's not enough information in your question to help you. Others have made suggestions as to how to better ask ...


2

Some options to consider sometimes if you save a csv in eg LibreOffice and then edit it again and resave it can be rejected by civicrm, in which case simply try opening your csv, copy all cells in to a new csv, then save and do not re-edit that file or try the below method sometimes an Excel generated csv can be a problem, in which case perhaps try loading ...


2

This Log Export extension "logs to a files within the ConfigandLog directory whenever an export happens, who performed it what columns involved and the relevant entity IDs" There is a blog about it here


2

First the available countries and states/provinces need to be defined in the Localization settings. If you cannot do the SQL query, you can see the available values by creating an address manually and seeing the available values. The import allows state abbreviations for at least the United States. (e.g. Arizona - AZ). I use the abbreviations when I do ...


2

Without seeing some of the actual file that is being imported, it is hard to say for sure. But my guess is that birth date field is an actual date field? And if so, it needs to be formatted as a date and on the first import screen you have to tell Civi how it is imported. The error file that you can click and download will give you more information, as it ...


1

What version of Civi are you using? Under Events > Reports > Participant List, Mine shows "Export CSV" as an Action Option Under Search > Find Participants, it just says "Export List", But when I export it I get a CSV file. But even if you get a .xls or other Excel file you can always save it as a .csv in Excel. If you do not have Excel, then run it ...


1

Reports that provide a simple table are more amenable to export as CSV. The Event Income Detail has different sections to it which does not fit well for a CSV format - what column headings would you use? Whether a report offers a CSV export option depends on the settings in the code. The Event Income Detail report is provided by CRM/Report/Form/Event/...


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