8
votes
Accepted
Can the External ID have multiple values
The External ID field isn't just a regular field--it allows matching by ID alone. It would be a waste to have External ID be concatenated fields, for a couple of reasons:
You can't search easily. ...
- 7,442
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 ...
- 28.1k
7
votes
Accepted
CiviCRM 4.7 - DB Constraint Violation - possibly dashboard_id should possibly be marked as mandatory for this API
Maybe you can try to run the upgrade script again to go from 4.7.10 to 4.7.12
http://<your_wordpress_home>/wp-admin/admin.php?page=CiviCRM&q=civicrm/upgrade&reset=1
Documented on the ...
- 3,183
6
votes
Accepted
How to import csv file with some required fields missing
Email address isn't a required field unless you don't also have a last name. At present, CiviCRM requires either a last name or an email address, but not both.
- 38.6k
6
votes
Converting My Data to CiviCRM data formats
one thing I have found has helped me and many others is to do an export from CiviCRM of a sample set of the fields you are going to import, then you can see how civicrm expects fields, tags and other ...
- 28.1k
6
votes
Bulk Import of Membership Dues
It sounds like your process of importing memberships via CSV and contributions via CSV works - except that your contributions and memberships aren't linked.
If that's correct, I've resolved this when ...
- 38.6k
6
votes
What are the files and fields in CiviCRM?
Sounds like you're new to CiviCRM - Welcome to the community. Here's a link to the CiviCRM data architecture page on the CiviCRM wiki.
You can create multiple custom fields in CiviCRM so you should ...
- 2,826
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
6
votes
Import Contacts with dedupe rules
The import code's use of dedupe rules as of this writing (Civi 5.1) is...interesting.
The rules, which are defined in CRM_Contact_Import_Parser_Contact::getPossibleContactMatches involve short-...
- 38.6k
6
votes
How can I revert a set of bulk changes to the database?
I was able to create a script to revert in bulk. I needed to look up the log_conn_id value associated with the bulk change I made. I made the change using the API import, but any change that happens ...
- 38.6k
5
votes
Importing bank data
There is an extension CiviBanking that allows the import of bank statements.
The extension can be found here:https://github.com/Project60/org.project60.banking
Whereabouts are you located? The ...
- 11.8k
5
votes
Can I avoid HTML formatting being escaped during API import?
You can edit /CRM/Utils/API/HTMLInputCoder.php:
CRM_Utils_API_HTMLInputCoder->getSkipFields returns a list of fields that will be skipped on encoding. Add an entry for your custom-field to this list ...
- 321
5
votes
How to migrate Raisers edge data to CiviCRM?
It is INCREDIBLY difficult to migrate data from Raiser's Edge. You will definitely want to use an ETL tool, as suggested in another answer.
I have made my documentation available here. I also ...
- 38.6k
5
votes
Migrate CiviCRM from Joomla to Wordpress
In case it helps anyone, this is what I did:
Initial set-up:
- a working Joomla site, with Civicrm and Joomla tables in the same database
- a separate installation of Wordpress on the same server (...
- 1,278
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
Accepted
Importing Custom Field Checkbox Data
The correct answer is to put the text
Red,Blue
without quotes in a single cell of the CSV that you're trying to import.
You also need to make sure that the field you're importing into allows ...
5
votes
Accepted
How to import check box field data?
Create a deceased column. If a person is deceased give the value 1, otherwise give the value 0.
Generally, 1 is checked 0 is unchecked for the check boxes.
- 258
5
votes
Can you import data from Excel or WORD directly into CiviCRM?
Yes! CiviCRM can import CSV files (Excel can save/export into that format).
For more information, see Importing Data into CiviCRM.
Please note this encouragement on that page:
For more details on ...
- 4,994
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 ...
- 15.1k
5
votes
Accepted
How do I locate the Financial Type ID?
When importing contributions, you must specify the Financial Type in the form of the Financial Type ID. Unfortunately going to Administer - CiviContribute - Financial Types does not display the ...
- 3,352
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 ...
- 30.7k
5
votes
How to import a lot of contacts (above 5000)
In the very short term, the advimport extension might help: it adds a button to the core contact import to "process with advimport", and it uses its queue for processing. A bit slower, but ...
- 3,356
4
votes
What does this import error mean? "Invalid value for field(s) : ... Country input value not in country table"
Sounds like the issue is that CiviCRM doesn't recognise the contents of your Country column (for some rows).
In the import UI, you should see an option to download rows with errors, and that CSV will ...
- 9,892
4
votes
I have imported memberships, need memberships to count as contributions
Do a .csv import of new Contributions of financial type Member Dues, Civi ID, contribution amount, contribution date for each, then export that list with Internal Contact ID, and create a list of new ...
- 2,729
4
votes
Why can't I import Individual Prefixes into the database?
Why?, well I have no idea (sorry to dissapoint!)
How to get around - well, it would appear that civi requires the numeric Value (1,2,3), rather than the label (Mr, Mrs etc) for the option. To find ...
- 650
4
votes
Importing Contributions
I recommend you check the detailed error message (you can download a csv file which contains those).
Maybe CiviCRM thinks that some columns are the contribution_id and it automatically selects this ...
- 427
4
votes
Accepted
checkbox import problems
The data for importing options needs to be in a single cell. So if your field is COLOUR, then you need a single column for that data in your import file, and you need data such as
red,blue,orange
...
- 28.1k
4
votes
Can I easily sync/import Facebook Event attendees with a CiviCRM Event participant list?
I was using drupal to create a facebook event when a civicrm event was created and add the participants. There was a change in the facebook API that no longer supported post types for event objects. ...
- 1,642
4
votes
Accepted
Reset external ID to null
If you have sql access, it's a very simple update query
update civicrm_contact c
set c.external_identifier = null
where c.external_identifier is not null
This, of course, will null all of them ...
- 2,933
4
votes
CLI Contact Import is not importing address details
The CLI Contact import is meant to work on a per-entity basis, since it uses the API. So Contact is a separate entity from Address. The Contact entity API has a couple of hacks to accept certain ...
- 38.6k
Only top scored, non community-wiki answers of a minimum length are eligible