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  • Using Import to Bulk Change Primary Phone Number
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Author Topic: Using Import to Bulk Change Primary Phone Number  (Read 1908 times)

joshstuart

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Using Import to Bulk Change Primary Phone Number
August 19, 2011, 07:21:13 am
I have several hundred contacts (including their Internal ID) for whom I need to change their Primary phone from 'Home - Landline' to 'Home - Mobile'. 

I couldn't find a way to do this via import - just wondering if I'm missing something here? 

All the numbers in 'Home - Landline' are long since disconnected or not in service so if there was a way to accomplish this by bulk deleting those values that would also be acceptable.

Thoughts?

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Re: Using Import to Bulk Change Primary Phone Number
August 20, 2011, 01:57:16 pm
I do not know if you can do this via an import, but an experienced CiviCRM developer could do this directly in the database for you. Either via SQL or the API.
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Re: Using Import to Bulk Change Primary Phone Number
February 07, 2013, 12:22:52 pm
Ran into this issue myself today.

Actually, the import tool can be used to 'fix' primary vs. not primary addresses and phones. 

Key point: The import tool marks as primary the first address or phone that is imported, that is to say the column farthest on the left.

Step 1:  export contacts in question with fields you want to switch,  i.e. home address vs office address or home fax vs home phone, along with Internal Contact Id

Step 2: re-arrange the columns, placing what you want to be primary on the left

Step 3: re-import the file using the "update" setting and matching on Internal Contact Id

A post describes this technique in further detail here:
http://wiki.civicrm.org/confluence/display/CRMDOC42/Swapping+primary+addresses+in+CiviCRM
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Using Import to Bulk Change Primary Phone Number

This forum was archived on 2017-11-26.