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  • CiviCRM Community Forums (archive) »
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  • Using Import (Moderator: Yashodha Chaku) »
  • Appending email addresses using Import
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Author Topic: Appending email addresses using Import  (Read 813 times)

bcarney

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Appending email addresses using Import
July 22, 2010, 07:25:03 am
Brand new user here, using 3.15 on AcquiaDrupal/Windows2008.

I have a problem when trying to append email addresses to existing names in CiviCRM.  I have a CSV that I've imported as follows:

LNAME,FNAME,ADDRESS,CITY,STATE,ZIP,PHONE,EMAIL
Carney,Chester,656 Test St.,Grand Ledge,MI,48837-8983,517-111-2222,

(note blank email address)

The import works fine.

Now when I try to update it with an email address:
Carney,Chester,656 Test St.,Grand Ledge,MI,48837-8983,517-111-2222,chester@domain.com

no matter what I do, this is inserted as a NEW record, it won't fill the email address in on the existing record.

The import appears to only duplicate when trying to import a record with an email address - if I change the phone number and select the appropriate import option, it will update the phone number properly.

ANy idea what I am doing wrong, or how I can work around this?

ctarascio

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Re: Appending email addresses using Import
July 22, 2010, 07:48:16 am
Hi,
My guess is that this has something to do with your duplicate matching criteria: CiviCRM is not matching the record that contains the email address with the record that is already in CiviCRM so it is creating a new record.

I just tried this on Civi 3.1.3 and it worked fine: I imported the record you gave as an example with no email address and then I did an import/update and the email address was added to the same record. In this particular instance, import/fill would work as well because there was no email address in the original record.

Hope this helps,
Cynthia
« Last Edit: July 22, 2010, 08:45:48 am by ctarascio »

bcarney

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Re: Appending email addresses using Import
July 22, 2010, 08:07:33 am
Where does one define the duplicate matching criteria?  The email field is in red when I map the field, but the screen doesn't indicate what red means, so I'm assuming that's one of the matching criteria - how do I remove it?

marc

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Re: Appending email addresses using Import
July 22, 2010, 08:09:16 am
I agree with Cynthia, I think the default is to check on duplicates on their email.

In civicrm, go to Administer -> Manage -> Find and merge duplicates. There go to 'Edit rule' for Individual (Strict rule). I assume it has something like email, weight 10, threshold 10. Maybe pick Last name (8), first name (5) and as threshold some number below 13. But make sure that you don't have something that sees everyone as a duplicate either.

Marc

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Appending email addresses using Import

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