8
votes
Importing Contacts into multiple groups
An alternative approach, esp if you have comma separated options for the Groups (ie all groups are in a single cell) would be to make a Custom Field with options that match your Group Names, import ...
- 28.7k
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 ...
- 144
5
votes
Accepted
I keep getting Payment Instrument not valid when trying to import Contributions - after upgrade from LTS 4.6 to 5.3.x
Ok next thing to try is to check the civicrm_option_value table. Note it has a name column (in addition to what you can see in the GUI in 5.3.x). In the old days this name column was exposed and could ...
- 15.2k
5
votes
Accepted
How do you import contributions as Pending (Pay Later)?
Make sure you have 'Pay Later' Column set to 1 and Status column set to 'Pending' for the contribution rows that are pending from pay later. If you don't have status column that its set as Completed ...
- 24.7k
4
votes
Deleting Contributions
There should be a 'Delete contribution' option in the list of actions:
If you don't see it there, check that you have the 'Delete contributions' permission.
- 13.7k
4
votes
Why would the "civicrm_queue.runner" property be missing?
I've come across a similar issue. Looking in the database I could see a row in the civicrm_queue table with the same name but NULL for runner.
I fixed the issue by deleting that row in the table and ...
- 3,496
3
votes
Accepted
Is it okay to have simultaneous data import?
Yes it is absolutely fine to import data simultaneously but it might take bit long time to complete it. If you want to perform multiple import simultaneously make sure you imports are not linked to ...
- 24.7k
3
votes
Is it okay to have simultaneous data import?
It should be okay if multiple users are not updating/uploaded same record type's same item at the same time.
Like for example if multiple users are importing a same contact record, that might cause ...
- 669
3
votes
Accepted
help needed in importing multi value custom fields
Not sure but I don't think you can import both the records in a single go. You might need to create two csv file with each value(B.Tech and BBA) of the custom field and import it one by one.
- 7,211
3
votes
Accepted
Custom Fields are not showing when trying to import a CSV
Multi-value custom fields need to be imported separately using https://yoursite/civicrm/import/custom?reset=1
To find that link, go to the normal contact import screen Contacts > Import Contacts, ...
- 13.7k
3
votes
Data Importation Issue
In your spreadsheet, you should have the organization name and all organization info on the same row as the individual/employee info.
When mapping the import, for all the organization fields first ...
- 2,097
3
votes
Mass upload of file to records
This should be fairly simple to script using the Attachment api. For docs, go to https://dmaster.demo.civicrm.org/civicrm/api#docs and select Attachment as the entity which has an example of using ...
- 13.7k
3
votes
Accepted
How do I bulk import Communication/Privacy preferences?
Use the number "1" for yes and a blank for no.
One way to see this is if you do an export and then look at how it outputs it.
- 24.7k
3
votes
Accepted
Importing contributions: "Expected one Contribution but found 25"
In the absence of clear error information, I went into trial and error mode.
I disabled each mapping in turn. In the end, I found it was the attempt to import "contribution status" that triggered ...
- 943
3
votes
Issue exporting and importing Contacts / Membership data
We had a similar problem importing from an old (non CiviCRM system) and I wanted to make the old membership numbers the Contact ids on the new CiviCRM system. Fortunately membership numbers 1 & 2 ...
- 3,227
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, ...
- 24.7k
3
votes
Is it possible to "unmerge" two contacts?
If you have logging turned on at Administer - System Settings - Misc then the change log tab on the contact will have a "revert these changes" button if you drilldown on the "Contact ...
- 24.7k
3
votes
Porting an old installation to a fresh CiviCRM
I have a few installs that are around 10 years since they started and I've run into a few problems similar to those you describe. But the problems were all fixable and those installs are still ...
- 4,965
3
votes
Import Contacts Issue After Joomla 4.4.0 Upgrade - Stuck at 'Running Queue
Below are the steps I followed to resolve this issue. These steps worked for me, and if there's no risk for you, you can try them as well.
Important: Before starting these procedures, be sure to take ...
- 456
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 ...
- 608
2
votes
Accepted
Adding contributions doesn't work for certain currencies
This was curious, so I tracked it down.
Apparently the list of valid currencies predates the civicrm_currency table. So right now the valid currencies are hardcoded - you can see that in <...
- 39.5k
2
votes
CiviCRM API V3 : Translate Two Digit State to State_Province_id?
Try this:
$result = civicrm_api3('StateProvince', 'get', array(
'sequential' => 1,
'abbreviation' => array('IN' => array("AL", "MD", "FL")),
'country_id' => 1228,
));
Note that you ...
- 13.7k
2
votes
Import – match to contact by email without creating duplicate email address
As far as I understand, provided you are importing to the same Location Type then the match should occur without adding a new email address.
- 28.7k
2
votes
Importing Contacts into multiple groups
The way I have done this is a variation on above and is quick, particularly if you have a separate column for each group. I also created a separate temporary custom field to ensure it didn't say there ...
- 3,227
2
votes
Accepted
How did my import result in the State for a different country to the one intended
It sounds like you're not using the latest version of CiviCRM (4.7.30 at the time of writing). It sounds like you're experiencing the bug that was described and fixed at CRM-19888. It's also related ...
- 39.5k
2
votes
How did my import result in the State for a different country to the one intended
I may not have quite understood you but if you have access to your database you can look in civicrm_state_province where you will see there is a Maryland MY in Liberia (1122) as well as a Maryland MD ...
- 28.7k
2
votes
Mass update / import bulk email preferences?
The API CSV import extension using the email entity has a way to import these.
It looks like you can match on external ID.
- 3,711
2
votes
Accepted
How can I export Contact Contribution and event data?
Typically, bots contacts/contributions will follow some standard method of populating information - e.g. a recent bot attack on one of our clients created contacts with "%phone_short%" listed as their ...
- 2,089
2
votes
503 Error with large CSV import
That's almost certainly a timeout issue - you can increase your timeout in php.ini, but I wouldn't use the UI at all for a million contacts. Consider using a command-line import, where there should ...
- 39.5k
2
votes
Import donations from an external source using Form processor
We use the Form Processor at a few of our clients for scenario' s like yours. In most cases we use this in a configuration with CiviCRM on another server and outside traffic (including the Form ...
- 12k
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