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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
Jamie's user avatar
  • 1,246
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 ...
Pradeep Nayak's user avatar
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
  • 4,073
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 ...
Tamar Meir - Cividesk's user avatar
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. ...
reswild's user avatar
  • 76
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 ...
Pradeep Nayak's user avatar
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' ...
William Mortada's user avatar
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.
Laryn's user avatar
  • 8,268
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 (...
Rick Cohen's user avatar
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 ...
JoAnne's user avatar
  • 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 ...
Pradeep Nayak'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
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 ...
Aidan's user avatar
  • 13.5k
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 ...
petednz - fuzion's user avatar
  • 28.3k
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 ...
Pradeep Nayak's user avatar
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 ...
Pradeep Nayak's user avatar
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.
Parvez Saleh's user avatar
  • 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 ...
Jon G - Megaphone Tech's user avatar
3 votes

Possible to import Contacts and Activities at the same time?

You can cut down one step by assigning the to be imported contacts an external ID; then also use that external ID to import the Activities. Other than that - we end up writing mysql queries to import ...
KarinG - Semper IT's user avatar
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 ...
Albert V's user avatar
  • 472
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 ...
Ramesh - ARTECH Consultancy's user avatar
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 ...
Anil's user avatar
  • 1,963
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 ...
jdgamsterdam's user avatar
3 votes
Accepted

How can I export contacts and tags, but only for a particular tag?

Yes, you can export tags for contacts with a particular tag. It doesn't seem you can export just one particular tag, but you could easily do this as a post-process once you've exported to CSV. ...
Chris Burgess's user avatar
3 votes
Accepted

Getting data automatically from CiviCRM to Google Spreadsheets?

You might want to check out this recording of a CiviCon session? https://www.youtube.com/watch?v=6K3awPdA7h0. Not sure if it will answer all your questions but I am sure it will give you a good idea :-...
ErikH - CiviCooP'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
  • 28.3k
3 votes

is there a quick way to export the complete data from my database?

The short answer is "Yes" but it's not as useful as you might think. First - consider a contact with 10 donations, 5 events attended, 3 memberships, etc. If you exported this all in one table, it ...
Jon G - Megaphone Tech's user avatar
3 votes

Exporting primary addresses exports non-primary addresses for some contacts

It turns out that the "Search Primary Details Only" setting causes this problem (found under Administer-> Customize Data and Screens-> Search Preferences). It seems that if this setting is off, the ...
Lars SG's user avatar
  • 4,073
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

Missing data when exporting activities from search results

I have also found a bug in regard to this where the Display Mapping only shows the Assignee whatever option you choose. The export is correct however. Tested on DMaster Demo 5.50 alpha I have created ...
Barijohn's user avatar
  • 181

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