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Author Topic: Extremely Frustrated with Importing  (Read 594 times)

hansn484

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Extremely Frustrated with Importing
December 08, 2013, 08:43:49 am
My last post on importing is still unanswered, but I figured it out and simply limited my imports to ~150 people and I got them in with 10 rounds of importing. A PITA but job done.

Now the problem is when I went to export, the relationships(spouse of) didn't 'merge' because the spouse didn't have an address, just the contact.

I found this: http://forum.civicrm.org/index.php?topic=30353.0 and http://forum.civicrm.org/index.php?topic=22392.0

I tested the import/update of JUST the 'master address belongs to' field. That worked with a one contact test run. Problem is it doesn't update the address fields, so exporting gets me nothing.

So I go about pulling the address info, the master address belongs to and the relationships out of the database. I put together my import files, test it, and it works for a one contact test import. I import the rest of the file(259 contacts) and it looks like it works.

Playing with the export I find I goofed. The addresses match for the spouses, but the 'address belongs to' field doesn't match the spouse!

So I have:

Jane Doe 123 Main St
John Doe 123 Main St Address Belongs to = Santa Claus
Santa Claus 456 North Ln
Misses Claus 456 North Ln Address Belongs to = Jack Frost.

FML.

Isn't there a simple query that can be run, something along the lines of

update contact
set master address belongs to = contact_id_a
where contact.id= relationships.contact_id_b


Side Note: i understand a lot of the development probably goes into add functionality of the software for the users, without as much resources going to importing functionality that would benefit new users, because well the developers aren't new anymore. But i'm doubting whether many people would be persistent enough to plug through the amount of headache I've had trying to use this product. I'm asking myself why I haven't quit already.

I hope things turn around and I can get it working. As of right now I'm extremely frustrated.

JonGold

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Re: Extremely Frustrated with Importing
December 09, 2013, 09:01:29 am
It sounds like the main "ask" here is, "When importing shared addresses, importing the ID doesn't actually add the address fields to the new record's address record.  Could that be fixed?"

Agreed that this would be helpful.  I currently work around this by using Pentaho Kettle for complex imports - I probably even have a "shared addresses" transformation somewhere, but it's quite easy to write.

I'm not sure why your import didn't work when you say, "Playing with the export I find I goofed. The addresses match for the spouses, but the 'address belongs to' field doesn't match the spouse!".  That sounds like it should work.  Did you use external identifiers where the Contact ID should have been used perhaps?
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Using Import (Moderator: Yashodha Chaku) »
  • Extremely Frustrated with Importing

This forum was archived on 2017-11-26.