Author Topic: Importing contacts with only a company name and address (Read 445 times)

Kevin Field · June 26, 2012, 07:46:25 am

Hi,

Some of our donors are companies (we have no contact first/last name) and do not provide e-mail addresses.

How do we import them into CiviCRM? It gives the error "Missing required fields: First Name and Last Name OR Email Address" for these lines. I tried making them "Employee of" the company name column, but it gives the same result.

I think I should be able to import these, and without a fake name or e-mail address. When we make tax receipts (with a module that is under development), for instance, we don't want a fake name appearing on them, only the company name. And we don't want them e-mailed to a fake address, we want them to be marked as needing to be printed due to lack of an e-mail address.

How do I go about it? Do I need to do it directly using SQL or are there constraints on those columns in the database to the same effect?

Thanks,
Kev

JonGold · June 26, 2012, 08:17:54 am

Hi Kevin,

You can import with just an organization name, if you specify that the contacts being imported are organizations. It sounds like you're importing as individuals - otherwise, "employee of" wouldn't be an option.

Note that you must import individuals and organizations as separate imports - so you may have to divide your import list in two. But once you do that, it should work fine.

Kevin Field · June 26, 2012, 08:54:48 am

Brilliant!

That seems to do it. Thank you very much for your help!

Kev

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Author Topic: Importing contacts with only a company name and address (Read 445 times)

Kevin Field

Importing contacts with only a company name and address

JonGold

Re: Importing contacts with only a company name and address

Kevin Field

Re: Importing contacts with only a company name and address