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Author Topic: Three Step Import Job  (Read 912 times)

Hershel

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Three Step Import Job
September 12, 2011, 12:36:52 pm
I have a CSV file of Organizations with columns like this:

Code: [Select]
OrgID Orgname address1 address2 city State country zip URL Notes
which I think is a normal import task.

Then I have a file of Individuals with these columns:

Code: [Select]
IndID Prefix Firstname MiddleName Lastname prefaddress Address1 Address2 City State Country Zip PrefAddress1 Email Day Phone Evening Phone mobile Preferred Organization OAddress1 OCity OState OCountry OZip Role Notes
First problem here is that the Organization column is text-based, i.e. it's just the name of the of Organization which employs this Individual. Second problem is that the second address provided is that of the Organization and we want this address to be shared, meaning it's the primary address of the Org and the work address of the Individual. Third problem is that we only have home addresses for those people who's home address was the preferred address in the old database. Otherwise, their work address is listed twice.

So it seems to me that I must import the Organizations normally, using the regular Import tool, but the Individuals must be imported using custom PHP code, in order to look up the Organization, create Org if necessary, and either way, create the shared addresses. Also, it appears, if the "home" address matches the work address, then the code would not create any home address.

I would be happy for someone to correct me if I'm wrong, but I don't think that the built in Import tools can handle these issues.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Three Step Import Job

This forum was archived on 2017-11-26.