Author Topic: Importing - creating activities and yes/no fields (Read 1067 times)

seaweasel · November 29, 2007, 06:05:52 am

I'm about to import a large amount of contacts from an Access database via csv to a Drupal CiviCRM installation and have a couple of questions.

The source database has fields detailing interviews and phone calls, is it possible to create new activities as part of the import process automatically from these fields?

Also, I have some checkboxes and yes/no fields that have to be imported. In Access they are held as TRUE and Yes/No values respectively, will I have to change these values to 1/0 first? Also, some of the Yes/No fields relate to communication preferences, will I be able to import these into the default comm preference fields?

Thanks!

Dave Greenberg · November 29, 2007, 11:27:53 am

Regarding Activities - as documented on the Import >> Activity History screen:

"The Activity History Import Wizard allows you to easily upload activity history from other applications into CiviCRM. Contacts must already exist in your CiviCRM database prior to importing activity history. Use Import Contacts to create contact records first, if necessary. Then you can match activities to contacts by Name and Email, or by Contact ID."

With regard to your yes/no, checkbox and comm prefs fields - your best bet is to create the custom fields in CiviCRM where you'll be storing these (excluding comm prefs which are standard fields). Then populate a few records with a range of possible values - and then export them. Then export and format a few of your real records and try the import, tweak as needed, etc.

seaweasel · November 30, 2007, 07:24:23 am

That's great, thanks Dave.

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Author Topic: Importing - creating activities and yes/no fields (Read 1067 times)

seaweasel

Importing - creating activities and yes/no fields

Dave Greenberg

Re: Importing - creating activities and yes/no fields

seaweasel

Re: Importing - creating activities and yes/no fields