Author Topic: Import Contacts linked with organizations identified by name and postal code (Read 965 times)

Thomas Pinson · March 20, 2013, 02:05:57 am

Hi,

I am working on the import of a list of individual contacts that are employed by organizations.

I have already imported the list of organizations (ok). As several organizations have the same NAME, I created a duplicate rule to help Civi CRM to identify duplicates by "Name" + "Postal Code".
I created a strict rule, with the field "Postal Code" (ponderation 2) and the field Name (ponderation 1). Seems ok as wel.

When I import the contacts, I map the field of the name of the organization with "Employed by" > "Name" and the Postal Code of the organization with "Employed by" > "Postal Code".

Problem : Civi recognized the Postal Code but did not take care of the name. Thus contacts are linked with organization with the proper Postal Code, but not the proper Name !

Can anybody help me on that ? Should I change the duplicate rule ?

Sorry if my question seems obvious, I am not an expert, and to complicate everything I am using Civi CRM in French (which is finally quite normal as I am french as well) ...

Thanks for your help !

Donald Lobo · March 20, 2013, 07:54:49 am

If i had to guess this is a bug with the import code and mapping related contacts.

If you have php skills, would be great if you can take a look at the code and help trace the logic and figure out the bug.

The developer book will be useful for general info: http://book.civicrm.org/developer/

Pretty sure the code is in: CRM/Import/Parser/Contact.php, search for "relat"

ping us on irc if u need help getting started and/or have gottten stuck

lobo

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Author Topic: Import Contacts linked with organizations identified by name and postal code (Read 965 times)

Thomas Pinson

Import Contacts linked with organizations identified by name and postal code

Donald Lobo

Re: Import Contacts linked with organizations identified by name and postal code