9
votes
Accepted
is there any way to restrict data export?
Yes, it is now possible. I didn't hear from Kboy so I wrote an extension myself:
https://github.com/progressivetech/net.ourpowerbase.exportpermission
- 1,236
7
votes
Is it possible to export a newsletter to PDF
If you using CiviMail for sending newsletter than you can view the html snippet that was sent as a email body. To view the html you can go navigate to Mailings >> Scheduled and Send Mailing.
Find the ...
- 30.6k
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 ...
- 3,993
6
votes
Accepted
Help: Fatal error doing an export (Civi 4.7.4)
Line 435 in CRM/Export/BAO/Export.php that your error message is referring to says:
if (!empty(self::defaultReturnProperty($exportMode))) {
This will give an error in all PHP versions below 5.5. ...
- 76
6
votes
Accepted
How do you export a multi record set?
I don't know of any hidden export pages, but if you can talk the data into appearing in a report then you can export as CSV from there. We've created a few custom reports to allow this on our multi-...
- 2,000
6
votes
Can you include CiviCRM ID in exported fields?
Hmm, I export this all the time. Maybe it isn't named what you think it's named. It's called "Internal Contact ID" in the pull down menu.
If you don't find this what version of Civi are you using?...
- 2,933
6
votes
Accepted
Exporting relationships
Have you tried Reports > Contact Reports > Relationships? The contact IDs of both Contacts A and B are concatenated with the name in parenthesis, and you also have the option to add the contact ID for ...
- 2,059
6
votes
Accepted
How to change date format in exports
Yes, Date fields in export do not respect Date formats set in Localization >> Date Formats. Can you try Format Date Column in Export extension? This extension allows to set Export Date format under ...
- 30.6k
6
votes
Accepted
Missing data when exporting activities from search results
The answer is to ensure that you select 'With' when you perform the search. Doing this ensures that related contact data is available when you export the resulting data.
Prior to CiviCRM 5.43, 'With' ...
- 3,314
5
votes
Accepted
Exports in 4.7.6 are not working correctly
This is a bug and will be updated in the next release. In the meantime, you can use this PR to fix.
Further info on Jira.
- 8,241
5
votes
Exporting Contacts - Reporting?
If you mean exporting after doing eg a Search or Advanced Search, then on the screen where you select which fields to export, you can check a box to save that common set of fields for future exports (...
- 148
5
votes
Where is "Unique ID (OpenID)" and how is it used?
OpenID was designed to provided a universal login to all your online accounts. You can read more about it at http://openid.net/get-an-openid/what-is-openid/ . It was created in 2005 around the same ...
- 3,450
5
votes
Extracting email address for the who database?
Do you mean to export all the contact's email address from CiviCRM into csv file? If so you can do Find Contacts and export the result into csv format.
Navigate CiviCRM >> Search >> Find Contacts
...
- 30.6k
4
votes
Accepted
Exported custom date fields formatted incorrectly
Based on your description, I think the export format might be controlled by the "Complete Date and Time" and "Complete Date" settings at Administer > Localization > Date Formats. The default values ...
- 4,994
4
votes
Accepted
Export Gift Aid?
Please try Constituent Summary report where you can set the filters to select all the "UK Tax Payer? is equal to yes"
This will give you all the list and you have an option of exporting to CSV or ...
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 ...
- 4,994
4
votes
Exporting group contacts to an excel file
The User Guide has instructions and screenshots here for exporting contacts: https://docs.civicrm.org/user/en/latest/common-workflows/exporting-your-contacts/
Search for the contacts and select the ...
- 12.9k
4
votes
Exporting Drupal user account ID's through Civi search
We needed to do something similar, though not GDPR related. Because the Export does not access the Drupal user fields, we created a simple View (page display) to give us this data, based on CiviCRM ...
- 28.1k
4
votes
Can I export full database and import it in a fresh newer CiviCRM version?
Aivars, If the problem you facing is something related to report then i would suggest to fix the report rather wasting time exporting-importing data/structure from 2 different instances. The problem ...
- 30.6k
4
votes
Accepted
Export all contacts using SQL Query
It is little difficult to provide sql for contact export as it is has many tables joins. The basic query to fetch all primary details is pasted below. The output may not be same as what you get in ...
- 30.6k
4
votes
New 'Contact Exported' and 'Activity Exported' activity
The latest version of the GDPR extension does this. It records when contacts have been exported for audit purposes.
- 2,396
4
votes
How can I move my Form Processor configuration between two sites and/or reorder my actions?
I deleted my old answer because there's a much simpler one now: Use the Export link next to the processor you want to copy, and use Import Processor on the other site to bring it in.
If you want to ...
- 38.5k
3
votes
How do you export a multi record set?
There’s a custom search available called ‘Custom Group Multiple Values Listing’ that allows you to search and export multi value fields –
Search > Custom Searches > Custom Group Multiple Values ...
- 1,938
3
votes
How to deactivate "update this field mapping" for users?
I agree with Pete that there's no way to do what's being requested currently out of the box. I'd probably take a different approach though, and change this at the form layer. I'd make an extension ...
- 38.5k
3
votes
How to deactivate "update this field mapping" for users?
There is no way afaik to do this currently. You might need to make an extension that adds field to the civicrm_mapping table that would then permit you to create a Permission that you can then apply.
- 28.1k
3
votes
Accepted
exporting data with custom field nantionality exports country id instead of country name
The same thing happens to us. I just create an issue and proposed a patch as a provisional workaround.
https://issues.civicrm.org/jira/browse/CRM-17822
[Edited]
Seems that the issue is fixed for 4....
3
votes
Export Activities associated with CiviCase
One thing that has annoyed me for years is the lack of a working Gantt Module or CiviCRM Extension. Due to the many ways people use Drupal and CiviCRM, I created an “Instruction Guide” (With Code ...
- 31
3
votes
Accepted
Can I report data from a disabled custom field or option?
You might consider using css to hide the fields not in used, in this case you can still have them available for reporting,
- 1,116
3
votes
Accepted
Can you import financial data into Sage accounts?
Yes we can import data directly to sage but using custom format
I did take a copy of CSV.php file and created a custom_export.php and then did the changes
But you can also directly change CSV.php ...
3
votes
Accepted
How can I link contacts & activities in a report or export?
When I tried in the demo site, I did an Advanced Search->Display Results as Activities and filter by the field you want and search.
If you export the result and check either Export primary fields or ...
- 472
Only top scored, non community-wiki answers of a minimum length are eligible