Author Topic: Adding import records to group odd behaviour (Read 813 times)

chp · December 14, 2012, 10:30:04 am

When I select to add imported individual contact records (no households or orgs in the import) to a group, civicrm adds both individual AND household records to the group. Note that on the import, I am matching the import records to existing households. This behaviour seems odd since I'd expect only individual records to be created and only those to be added to the group.

Has anyone else experienced this, and can you help me understand what's going on? Is it just that households have been modified in the import so they get included? In any case, I create a new group for every import in case I need to delete the imported records, but since I get households included in the group, I can't use this "feature" for deleting the records. I already have one import I'd like to delete but can't b/c of this problem (can't find another way to identify the newly imported records (the change log doesn't let me search on time of day, only date, and I've done a ton of importing today).

Thanks,
Carl

JonGold · December 17, 2012, 11:33:08 am

Hi Carl,

It's true - when related records are updated/created during import, they get assigned to the group that your imported records are getting added to. I've always been in favor of that, but I realize that that's not desirable for every use case. Ideally, one would choose which one prefers.

I generally use a version control system to roll back my database between imports. Since that's not an option for you at this point, you have two options:
* You can just search for contacts in a particular group, but limit it to individuals, so households go untouched.
* You can go into the MySQL backend - you should be able to spot your imported records by viewing civicrm_contact. From there, you can use advanced search to delete records with an ID >= <first contact ID> and ID <= <last contact ID>.

petednz · December 17, 2012, 11:40:50 am

Is the outcome - that you don't want - that you have a Group and that as a result of the import it ends up with some Households in it?
Can you just find 'Contact Type = Household" AND 'IN Group X' and remove the households from the group?

Or is this a recurring import?

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Author Topic: Adding import records to group odd behaviour (Read 813 times)

chp

Adding import records to group odd behaviour

JonGold

Re: Adding import records to group odd behaviour

petednz

Re: Adding import records to group odd behaviour