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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 ...
petednz - fuzion's user avatar
  • 28.4k
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 ...
Kainuk - CiviCooP's user avatar
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.
Jon G - Megaphone Tech's user avatar
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 ...
petednz - fuzion's user avatar
  • 28.4k
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 ...
Jon G - Megaphone Tech's user avatar
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 ...
Sanjay Jain's user avatar
  • 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 ...
Young-Jin Kim's user avatar
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-...
Jon G - Megaphone Tech's user avatar
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 ...
Jon G - Megaphone Tech'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

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 (...
Jern's user avatar
  • 1,302
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 ...
Andrew Cormick-Dockery's user avatar
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.
Tim's user avatar
  • 268
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 ...
Allen Hutchison's user avatar
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 ...
KarinG - Semper IT's user avatar
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 ...
themak's user avatar
  • 3,451
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 ...
Pradeep Nayak's user avatar
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 ...
bgm's user avatar
  • 3,431
4 votes
Accepted

How do you import (custom) relationship fields?

From what I can tell this functionality is not available in core imports, which allow relationships to be imported as a side function (e.g. when importing contacts, you can specify relationships on ...
Laryn's user avatar
  • 8,268
4 votes

How to delete Field Mapping

Go to : Administer -> System Settings -> Import/Export Mappings There you can find all existing mappings and you can delete unwanted mappings there. Check below link for more details : https://...
Rajesh Keladimath's user avatar
4 votes

Are there any tricks to importing contact data if you include a column for 'is_deceased'

If you import contacts with an 'is_deceased' column, then as well as having a 1 for everyone who is deceased, i recommend you use 0 instead of blank/empty for everyone else. The reason is that some ...
petednz - fuzion's user avatar
  • 28.4k
4 votes

Page timeout on contact import

That's a lot of contacts to import at once. Honestly, I try to keep it below 2,000 an import, especially if there is a lot of information. If you're only allowed a max of 60 seconds, it's likely there ...
Jenni Simonis's user avatar
4 votes
Accepted

Field Source doesn't appear in Import Contributions

The contribution source field is available during import and export. Its labeled as 'Contribution Source'.
Pradeep Nayak's user avatar
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

How to send confirmation when importing contributions

Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options: Bulk confirmation ...
Jon G - Megaphone Tech's user avatar
4 votes

Batch Update the current relationship in CiviCRM

I used contact_id_a and contact_id_b and relationship_type id and set the is_active to 0 in csv file. But this extension gives me an error "Error with entity "create"! (Duplicate Relationship)". ...
jitendra - fuzion's user avatar
4 votes

Batch Update the current relationship in CiviCRM

Just answering the question in the comments about how to export the relationship_id. One way is to run a Civi relationship report from Reports | Create Reports from Templates and include the Rel ID ...
David Letham's user avatar
4 votes
Accepted

Expected one Contribution but found 25

Since Imran is on CiviCRM Spark, I had a quick look at the issue. I think it was caused by the field mapping, where the import was trying to import the "Contribution Status", but there wasn't a status ...
bgm's user avatar
  • 3,431
4 votes

Issue importing state/province from non-US countries

You MUST un-set the “Default Country” on the Administer > Localization > Languages, Currency, Locations page before importing non-US addresses. Unsetting this value (which I had set to United ...
Mark's user avatar
  • 227
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

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