CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Custom Fields are not showing when trying to import a CSV and map fields
Pages: [1]

Author Topic: Custom Fields are not showing when trying to import a CSV and map fields  (Read 2557 times)

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 02:04:13 am
Ok I just installed CiviCRM on WordPress and the installation and all the setup after install went very well and were very easy. I last used CiviCRM to test a few years ago and I can see a lot of great changes have taken place!

But I'm not running into an obstacle. In short, when I try to import Contacts, the Custom Fields I setup are not present. Sop I can't map my CSV columns to the correct Custom Fields, since they do not appear as choices.

Here are the steps I followed:
1) In Contact Types, I changed the "Household" name to "Agency" since I'm importing a bunch of agencies.

2) Then in Custom Fields I create a new Set. I then add a bunch of custom fields to that Set. I make sure all fields are "Enabled".

3) I then go to Import Contacts. In the wizard, I browse to my small test CSV file. Under "Contact Type" I see "Household" and select that since my Agencies is that type of record.

4) I then click "Continue" and under each field map dropdown I see a bunch of fields, but none of them are any of the custom fields I previously created.

Any idea how to make those custom fields correctly show as choices?

Thanks for your thoughts and ideas.

joanne

  • Administrator
  • Ask me questions
  • *****
  • Posts: 852
  • Karma: 83
  • CiviCRM version: 4.4.16
  • CMS version: Drupal 7
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 02:21:27 am
Did you tick "Is this Field Searchable?" when you created each custom field?

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 03:00:03 pm
That's a good question. When I first created all the fields, I did not tick that box. But afterwards, I went back through and ticked all the Searchable boxes. But it still doesn't allow those fields to show in the import wizard. Any idea what could be wrong? Thank you~

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 03:10:25 pm
Now that we've eliminated the "Searchable" box, I'm almost certain that this is related to the fact that these fields are tied to a custom subtype.  I thought that this was a fixed bug?

If you create a test custom field group tied to "Household", and then try to import, do THOSE fields show up?
Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

joanne

  • Administrator
  • Ask me questions
  • *****
  • Posts: 852
  • Karma: 83
  • CiviCRM version: 4.4.16
  • CMS version: Drupal 7
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 03:38:59 pm
My interpretation of your set up is slightly different from that of @JonGold, so I would like to clarify things and then make a suggestion.

My understanding is that you edited the built-in contact type 'Household' so that the name is 'Agency', is that correct?

If so, when you created your custom fields did you set them to be used for "Contacts" or for "Agency"?

Whatever you did, can you try doing the other?  You don't need to recreate the whole set, just one custom field set with one custom field with Used for set to Agency if you current fields are used for Contacts or Contacts if you current fields are used for Agency .

Also, does your custom field set allow multiple records?

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 05:46:30 pm
Thank you @joanne and @JonGold. I tested both of your ideas. Here are the details:

1) For @joanne, yes we edited the built-in contact type 'Household' so that the name is 'Agency'. When we created those custom fields, we made them used for Agency.

So, created a new custom field set called 'Testtest' and made it used for Agency. Within that, I made one custom field called 'testtest-custom-field'. Yes, all fields are set to allow multiple records.

When I then went to import, I again saw no matching CiviCRM field. I tried 3 times by changing the "Contact Type" to each of Individual, Household, and Organization to see if that made a difference, but the results were the same.

2) For @JonGold, when I go to "New Custom Field Set", under the "Used For" dropdown I don't see the choice for 'Household'. This is because I renamed it previously to Agency. So it is not a custom subtype, but instead just a renaming of that.


@JonGold suggested this was a previous bug that may not have been fixed? If so, can I manually make adjustments to get this working? Any other thoughts?

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 05:49:22 pm
Hi Honduras,

Sorry - my comment about the bug only related to imports using contact subtypes.
Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 05:54:32 pm
One other thought: I am using multilingual on my installation (English and Chinese). Beyond just uploading the languages and setting English as the default, we have touched nothing and translated nothing to Chinese yet. But has anyone seen multilingual posing an issue like this in the past?

joanne

  • Administrator
  • Ask me questions
  • *****
  • Posts: 852
  • Karma: 83
  • CiviCRM version: 4.4.16
  • CMS version: Drupal 7
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 06:45:10 pm
You should create a custom field set that is used for "Contacts" and see if that makes any difference.

Also, create a custom field set that is used for Agency and doesn't allow multiple records and see if that is visible.

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 07:00:12 pm
AHA!!  ;D  MANY THANKS!

Your idea to "create a custom field set that is used for Agency and doesn't allow multiple records and see if that is visible." works!

When I go to import, I see the choices on the dropdown. Finally  :)

But... what does "doesn't allow multiple records" mean? Does that mean only 1 record, period, can be in that contact type? If so, then that is not what we want.... but at least we figured out a potential source of the issue...

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 07:52:58 pm
"Doesn't allow multiple records" means that you can only set that value once per contact.  For instance, if the custom field is "College Attended", you can only have a single college listed, even if the person attended multiple colleges.  However, this isn't a "global" custom field, where EVERYONE in your database had to attend the same college :)
Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 07, 2015, 08:11:12 pm
Quote from: JonGold on January 07, 2015, 07:52:58 pm
"Doesn't allow multiple records" means that you can only set that value once per contact.  For instance, if the custom field is "College Attended", you can only have a single college listed, even if the person attended multiple colleges.  However, this isn't a "global" custom field, where EVERYONE in your database had to attend the same college :)

Ok this then makes sense.

However, the question remains: why does "Doesn't allow multiple records" break the import I am trying to do? Is this a bug, or is this how CiviCRM is currently meant to be used? I do have some multiple details in some fields I'd like to use. I get hack my around not needing multiple fields for the short-term, but eventually I see a need to have this working for imports I need to do in a few weeks. Any thoughts on the cause/solution/reason for this?

JonGold

  • Ask me questions
  • ****
  • Posts: 638
  • Karma: 81
    • Palante Technology
  • CiviCRM version: 4.1 to the latest
  • CMS version: Drupal 6-7, Wordpress 4.0+
  • PHP version: PHP 5.3-5.5
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 08, 2015, 12:59:37 pm
Hi Honduras,

Multi-record custom fields don't support import/export, unfortunately:
https://civicrm.org/blogs/dave-greenberg/22-test-drive-multi-record-custom-fields

Unfortunately, like many features, the folks who fund its development only fund what they need.  I try to avoid using them.

If you absolutely MUST use them and must import, there's an example on how to write a script to handle it here, but that's quite a bit of work if it can be avoided: http://wiki.civicrm.org/confluence/display/CRMDOC/Script+to+import+multiple-record+custom+data+group

Sign up to StackExchange and get free expert CiviCRM advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

Honduras

  • I’m new here
  • *
  • Posts: 10
  • Karma: 0
  • CiviCRM version: 4.5.5
  • CMS version: WordPress
  • MySQL version: 5.1.73
  • PHP version: 5.3.3
Re: Custom Fields are not showing when trying to import a CSV and map fields
January 08, 2015, 07:21:24 pm
Thank you for all the advice. I'll consider this issue on importing closed and solved.

I do have another issue now with importing Chinese characters, but I'll open a new thread for that~
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Import (Moderator: Yashodha Chaku) »
  • Custom Fields are not showing when trying to import a CSV and map fields

This forum was archived on 2017-11-26.