Hot answers tagged

11

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/civicrm/bin/csv/import.php. We will call this file from the command line. After you have exported your CSV file, here are the steps for the import: Put the ...


8

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 approach, since there's been discussion of deprecating that table in favor of a line item-based approach to connecting contributions and memberships. If you ...


8

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. If you have a contact with an ID from System 1 of "123" and an ID from System 2 of "789", and you concatenate with a "|", you'd have a value of "123|789". If ...


8

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 like that, then search for each option and via Actions 'add to group'. Or (as Pradeep suggests in comment below) Custom field of type text and then using Search ...


7

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. This way you can get the full list. also do consider the DEFAULT_TIMEOUT.


7

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 Wiki Upgrading CiviCRM for Wordpress .


6

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 extension to import them. I believe it is available as a downloadable extension from your manage extensions page. I would suggest just importing one and then looking ...


6

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.


6

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 data structures.


6

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 be able create the fields you need for your existing data. During import you can choose which fields get imported and which CiviCRM field they get mapped to. ...


5

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) Open each CSV in something like Excel or Calc and create a combined "First Last name column in both. You can then use vlookup (in Excel) or the equivalent in ...


5

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 formulas to match the ID up like this: Add a new sheet in your memberships spreadsheet Paste in the exported data Add a new column to the left (can't be right) of ...


5

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, install the API CSV GUI extension: https://civicrm.org/extensions/api-csv-import-gui Then click the new menu item that appears and select Entity to Import: ...


5

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.... from here: /civicrm/import/custom?reset=1 . You should see the multi-record field to import


5

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" or "Smith Household". Use a spreadsheet function to populate that field in your spreadsheet. Import the households as households. Include your membership number ...


5

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, if your memberships statuses are: Start Date to End Date = Current End Date to (End Date + 1 month) = Grace (End Date + 1 Month) to Any = Expired What ...


5

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 extension is currently used by a couple of European organizations.


5

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 prevents the html-input from being escaped. The entry must be "custom_" + custom-field-id.


5

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 have my Raiser's Edge to CiviCRM transforms available here. There's also a video available here.


5

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 time as CiviCRM and I think the standalone version of CiviCRM would let you sign in using OpenID. There are modules/plugins that will let people sign into your ...


5

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 doing migrations as follows: Create a custom field for contributions called "external serial" or similar. Create a custom field for memberships also called "...


5

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 secondary residence address within CiviCRM after the import wizard finishes as a non-primary address. For State/Province names and Country name mismatches, you can ...


5

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 how to think about your data before importing into CiviCRM, please read the section on "Organizing your data", especially "Mapping your data into CiviCRM".


5

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 be set independently: here it was set to Offline Credit Card - Importing with Payment method: Offline Credit Card -> works!


4

check the repo located here, you might need to search the repo further: https://github.com/PalanteJon/civicrm_kettle_transforms


4

To revert an import done with the import functionality at Contacts > Import Contacts, you will need to restore from your backed up database file. As far as I know, there is no automatic "undo" on imports. To your point, it might be worthwhile to add a new warning to the import "Are you sure" verification message that pops up right before the import fires: ...


4

I would expect 2/ ie https://github.com/eileenmcnaughton/civimigrate which we have made lots of use off for migrating legacy data. From memory we have one situation where client can 'click a switch' to run a migration to pull in latest data. I will flick a note to eileen to see if she can expand


4

This message means that your upload will likely fail on larger files. Update your PHP.ini file to fix this conflict. More info: PHP change the maximum upload file size


4

[Bangs head on desk]. Aargh. So, upon further scrutiny, in fact the Start Date for the memberships I was attempting to import was 9/1/2025. Once I corrected the import file with a Start Date of 9/1/2015, then the import worked fine. Thanks Jon for the explanation above which made me go back and take a look at my import file.


4

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 or updated (a separate import for each) Memberships to import.


Only top voted, non community-wiki answers of a minimum length are eligible