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7 votes

Exporting Contacts to a .csv file

Do a search that finds all contacts (for example, Find Contacts and then search without entering anything), then select "All nnn contacts" and choose Export from the drop down menu. You can ...
Lars SG's user avatar
  • 4,083
6 votes
Accepted

How to deal with problem data when importing CSV

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 ...
Young-Jin Kim's user avatar
4 votes

How do I export my contacts as a .csv or .txt file?

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 ...
Allen Hutchison's user avatar
3 votes
Accepted

What does 'Number of Items to Process For Each Queue Item' mean when using the API Importer extension?

API CSV Import extension uses Job Scheduler to import the records in Civi. The job scheduler breaks down the whole csv into small batches(also known as queue item) to import to avoid timeout issue, ...
Pradeep Nayak's user avatar
3 votes

CiviBanking: CSV importer not reading the config as expected

I encountered the same problem with very similar data and searched for the mistake longer then I would like to admit. To my big disappointment it was not caused by a wrong configuration per se, but by ...
kolblass's user avatar
3 votes

Extracting a report/pulling a search result to CSV but setting an exported flag to indicate this

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 ...
petednz - fuzion's user avatar
  • 28.4k
3 votes

Current employer not exporting to CSV

CiviCRM populates current employer based on what is stored in civicrm_contact.current_employer rather employee/employer of relationship. While adding employee/employer of relationship relationship the ...
Pradeep Nayak's user avatar
3 votes

CiviCRM isn't recognising CSV files as CSV files

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 ...
Jon G - Megaphone Tech's user avatar
2 votes

CiviCRM isn't recognising CSV files as CSV files

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 ...
petednz - fuzion's user avatar
  • 28.4k
2 votes

How to deal with problem data when importing CSV

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 ...
Ron Gridley's user avatar
2 votes

Extracting a report/pulling a search result to CSV but setting an exported flag to indicate this

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 ...
Aidan's user avatar
  • 13.5k
2 votes

Import Contacts from CSV

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 ...
Jenni Simonis's user avatar
2 votes

Importing Contacts from Access

It is a bit complicated. You will need to do at least 2 different imports, with external IDs. The CSVs for imports would look at this 1st import first_name, last_name, extID Jane, Doe, 1 2nd import ...
Marko's user avatar
  • 877
2 votes
Accepted

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

The issue was unrelated to the log error, which we will debug at a future time. The problem was caused by my preferred use of a semicolon ";" as a delimiter instead of a comma ",". I frequently use ...
LyonsDigital's user avatar
2 votes
Accepted

CiviBanking: CSV importer not reading the config as expected

I faced the same problem and double-checked date settings in Civi. All well. My solution was to delete the "head" and "footer" rows from the csv file, marked yellow in this ...
wintermoor's user avatar
2 votes
Accepted

CSV Download from a custom pop up

I hope I'm not barking up the wrong tree, but could you pawsibly try SearchKit? It's a doggone helpful tool that can render your table without any of that custom Smarty code (which can be ruff to ...
Coleman's user avatar
  • 18.7k
1 vote
Accepted

How to import contact via CSV and trigger CiviRule for Trigger "Address is added"

The trigger is potentially not fired because the import process does not fire the corresponding post hook for the address. So Civirules simply does not "see" that an address is created. If ...
ErikH - CiviCooP's user avatar
1 vote
Accepted

csv-import-helper extension not listed for installation

Only reviewed extensions appear there. See https://docs.civicrm.org/dev/en/latest/extensions/publish/#automated-distribution. It doesn't mean you shouldn't install it, just that nobody's reviewed it ...
Demerit's user avatar
  • 23.3k
1 vote

Using CSV file as datasource

You can either use an url with https, http (e.g. https://my.server.com/myfile.csv) or use a local path (/var/www/mycsv.csv) For urls your server needs to be able to open URLs with fopen. The CSV data ...
Jaap Jansma - CiviCooP's user avatar
1 vote

Custom Fields and new version of csvimporter aka API csv Importer

I can't help on the csvimporter part as I am not using it but the CustomField entity is used for defining custom fields. It could be used if you want to create new custom fields from a csv file so it'...
samuelsov's user avatar
  • 2,331
1 vote

Is there a way to include group and tags on a contact report

Those fields aren't available from reports as far as I can see, but you can get your csv from a search. You can get all records from a contact search and then export including the group and tag fields....
Mick Kahn's user avatar
  • 3,227
1 vote

API csv Import GUI with Formprocessor fails with smarty errors

CSV Import and Form Processor IS a powerful combo! Check out the advimportformprocessor extension. Note that this combines the "advimport" extension rather than the CSV API GUI extension ...
Jon G - Megaphone Tech's user avatar
1 vote

How to export civievent participant list to a csv file?

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 ...
Iowa Boy's user avatar
  • 2,388
1 vote

How can I export an Event Income Detail report to CSV/Excel?

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 ...
Aidan's user avatar
  • 13.5k

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