8

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 like that, then search for each option and via Actions 'add to group'. Or (as Pradeep suggests in comment below) Custom field of type text and then using Search ...


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 ...


3

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 select "employee of". another drop down menu will appear to select the field (org name, email...) This will import both contacts with their relationship. Note ...


3

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 be set independently: here it was set to Offline Credit Card - Importing with Payment method: Offline Credit Card -> works!


3

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 each other. I usually prefer to do it one by one after taking backup at each stages. You never know when mysql might crash with an error saying mysql has gone ...


3

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 an DB error possibly.


3

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.


3

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, click the help icon at the end of the helptext, then follow the link at the end of the pop-up help.


3

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 create with a custom field.


3

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.


3

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.


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

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 <civiroot>/CRM/Core/Pseudoconstant.php around line 1077 - the currencyCode() function. As a quick workaround, you could add your currency to the list. However, the ...


2

Try this: $result = civicrm_api3('StateProvince', 'get', array( 'sequential' => 1, 'abbreviation' => array('IN' => array("AL", "MD", "FL")), 'country_id' => 1228, )); Note that you should specify country_id as state abbreviations are not globally unique.


2

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.


2

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 was nothing to import. For each group select the records in that group and save as a new CSV. Do an import, using fill and putting anything in the temporary ...


2

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 to this much older bug. Please upgrade to 4.7.30 and try again?


2

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 in the USA (1228) When importing contacts with State/Province you may be better off if you either import the abbreviation (though even that might not be unique)...


2

The API CSV import extension using the email entity has a way to import these. It looks like you can match on external ID.


2

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 main phone number, so using search builder in the GUI allowed me to identify all associated spam contacts and delete them permanently. If these spam contacts ...


2

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 be no timeouts. There are several approaches you can take. Use the command-line API CSV import. This is pretty solid but you need to import each file multiple ...


1

I think when you import if you choose "Primary" rather than "Main" from the drop-down options it will do both for you - set the address as location Main and set it as the primary. This is based on you saying you set Main as the default location. (I may not have entirely gotten your question as you mentioned another custom location but hopefully, this gives ...


1

We created a custom field to import it in so we had them on file, then as members renewed we switched over to using their contact ID's as member numbers and put a notice in their renewal emails that they would notice changes.


1

You could try the l10naddress extension by Megaphone Tech which appears to be aimed specifically at meeting this need for regionalised address formats.


1

To enable CiviCRM storing in separate addres fields you have to tick the box for Steet Address Parsing in Administer>Localization>Address Settings. I do not know for certain if this will allow you to import into separate fields but I would expect so. If you want your own specific format or additional fields you will have to make changes in the code, here is ...


1

The address is stored in an Address entity. You then create a LocBlock entity that links to that address ID, and the event references the loc_block_id. This is a bit tricky to do with the CSV API Import GUI because it only supports importing one entity at a time, as opposed to using API Chaining. There are several approaches that support API chaining but ...


1

Did you had a look at the manual on importing data into CiviCRM? https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/ I am not sure whether importing of contacts in multiple groups works in CiviCRM. If it doesn't you could try to create different import files, one for each group because at the end of each import you could ...


1

When I've had a site like that where there were errors with past upgrades, I start with a blank slate and recreate everything. This ensures that your databases are built correctly, have the right tables, etc. But make sure you do it with a COPY of your site and not the live one. In the past I've used this link as a model, but I haven't been able to find a ...


1

We have nursed about 50 sites through such an upgrade, many of which we inherited rather than built Firstly read the docs: docs.civicrm.org/sysadmin/en/latest/upgrade minimise risk by doing the upgrade on a copy of the site - that way you will be able to identify the problems and come back for more specific advice once you know what issues you have hit. ...


1

You can use relationships to tie the parent(s) to the teen. https://docs.civicrm.org/user/en/latest/organising-your-data/relationships/ Here is some information on importing relational data on this page. Just scroll down about 3/4 of the way down: https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/


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