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12 votes

How do I import contacts through the command line?

When you are importing a large number of contacts, you could face timeout issues when using the user interface. Importing through CLI is an alternative. There is a file called import.php in /civicrm/...
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8 votes

What's the best way to import memberships and their associated contributions?

This is doable using the API, and I've accomplished it using Pentaho Kettle. It has a CiviCRM Input and CiviCRM Output step, which use the REST API. You're right to be concerned about the SQL-based ...
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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. ...
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  • 7,357
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 ...
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  • 27.2k
7 votes

why i cannot get all number errors when importing data

I am not sure how you got 500 Error because by default only 250 errors will be printed in civi. if you want the full list just go to CRM/Import/Parser.php file and change the const MAX_ERRORS value. ...
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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 ...
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6 votes

How Do I Import 75+ Groups

CiviCRM by default does not have an option to import groups. However, there is a third-party extension that provides a user interface to import anything through the more powerful CiviCRM API. First, ...
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6 votes
Accepted

Can financial accounts be imported?

There are likely more tables involved that just that table so I would not go directly into the database. There is an api for creating financial accounts so you could try using the csvimporter ...
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  • 1,920
6 votes
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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.
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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 ...
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  • 27.2k
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 ...
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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 ...
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  • 2,816
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-...
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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 ...
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5 votes

How to match Activities to Contacts during import?

Export the contacts with their contact ID, first name and last name. (Hopefully you have a way of searching for just the new contacts, but if not, exporting a larger group of contacts will be OK) ...
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  • 3,440
5 votes
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How can I import Memberships without e-mail addresses or external IDs?

Here's an idea: Import contacts (as you have already done) Export the contacts you just imported, selecting the at least the following fields: contact ID, first name, last name Use spreadsheet ...
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  • 3,148
5 votes
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How to import to multi-record set custom fields

Steps: Contacts > Import Contacts Click the help ? at the end of: "The Import Wizard.... them here." Click the link on here at the end of: "If you need to import Multi-value Custom Data for contacts.....
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  • 2,816
5 votes

Adding Spouses to Civi Contacts

There are a couple of ways to do this, but here is the one that I prefer. Decide how you'll name households. CiviCRM household names are arbitrary, so you can so something like "Jane and John Smith" ...
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  • 7,357
5 votes

When importing memberships into 4.6.8, what does ""The membership cannot be saved because the status cannot be calculated" mean?

This error is part of CRM_Member_BAO_Membership. It's triggered when there's no membership status that fits the dates in question, and so this error depends on the day you do an import! For instance,...
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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 ...
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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 ...
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  • 311
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 ...
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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 ...
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  • 3,440
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 ...
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5 votes
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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.
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  • 258
5 votes
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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 ...
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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 ...
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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 ...
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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 ...
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  • 3,155
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 ...
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