GlotPress

Enter the character used to separate data columns in your import file. By default, the field will populate with the separator defined in your global settings. Common values include a comma, semicolon, or pipe character. To import a tab separated file, enter "tab" (without quotes) in the field.

Enter the character used to separate data columns in your import file. By default, the field will populate with the separator defined in your global settings. Common values include a comma, semicolon, or pipe character. To import a tab separated file, enter "tab" (without quotes) in the field.

Field Separator

Field Separator

When selecting a dedupe rule, be sure to choose one that includes fields contained in your import file. Also be aware that the update and fill options could have significant impact on your existing data. You should define and select a rule that is strict enough to ensure there are no false positive matches.

When selecting a dedupe rule, be sure to choose one that includes fields contained in your import file. Also be aware that the update and fill options could have significant impact on your existing data. You should define and select a rule that is strict enough to ensure there are no false positive matches.

If you have selected one of the dedupe options besides "no duplicate checking," CiviCRM will use a predefined dedupe rule to determine possible matches for your imported records. Existing dedupe rules may be reviewed, and new rules created, by visiting Contacts > Find and Merge Duplicate Contacts.

If you have selected one of the dedupe options besides "no duplicate checking," CiviCRM will use a predefined dedupe rule to determine possible matches for your imported records. Existing dedupe rules may be reviewed, and new rules created, by visiting Contacts > Find and Merge Duplicate Contacts.

This query can be against a different database, but that database has to be on the same database server and the CiviCRM database user has to have the SELECT privilege (and any other privileges required to execute the query).

This query can be against a different database, but that database has to be on the same database server and the CiviCRM database user has to have the SELECT privilege (and any other privileges required to execute the query).

A direct SQL query in the form of a SELECT query. For example:

A direct SQL query in the form of a SELECT query. For example:

A spreadsheet-like file with the contact data in each row. Data fields are separated by commas. You can export to a "CSV" file from most spreadsheet applications, many database managers, as well as other contact management and address book applications. Consult the documentation for your application if you're not sure how to do this. Save this file to your local hard drive (or an accessible drive on your network) - and then choose that file as your Import Upload File.

A spreadsheet-like file with the contact data in each row. Data fields are separated by commas. You can export to a "CSV" file from most spreadsheet applications, many database managers, as well as other contact management and address book applications. Consult the documentation for your application if you're not sure how to do this. Save this file to your local hard drive (or an accessible drive on your network) - and then choose that file as your Import Upload File.

Select the source of the imported data. By default the following choices are possible:

Select the source of the imported data. By default the following choices are possible:

<strong>No Duplicate Checking:</strong> Inserts all valid records without comparing them to existing contact records for possible duplicates.

<strong>No Duplicate Checking:</strong> Inserts all valid records without comparing them to existing contact records for possible duplicates.

<strong>Fill:</strong> Fills in additional contact data only. Database fields which currently have values are left as-is.

<strong>Fill:</strong> Fills in additional contact data only. Database fields which currently have values are left as-is.

<strong>Update:</strong> Updates database fields with available import data. Fields in the database which are NOT included in the import row are left as-is.

<strong>Update:</strong> Updates database fields with available import data. Fields in the database which are NOT included in the import row are left as-is.

<strong>Skip:</strong> Reports and then Skips duplicate import file rows - leaving the matching record in the database as-is (default).

<strong>Skip:</strong> Reports and then Skips duplicate import file rows - leaving the matching record in the database as-is (default).

If a contact in the import file appears to be a duplicate of an existing CiviCRM contact...

If a contact in the import file appears to be a duplicate of an existing CiviCRM contact...

Duplicate Matching

Duplicate Matching

Do NOT select a Contact Subtype if your import file contains a mixture of subtypes. In that case, select the built-in ("parent") type, and make sure you'll file includes include a column which sets the subtype for each row.

Do NOT select a Contact Subtype if your import file contains a mixture of subtypes. In that case, select the built-in ("parent") type, and make sure you'll file includes include a column which sets the subtype for each row.