Reply To: Importing Categories and Format for some fields

02/20/2015 at 9:26 am #320058
Steven Zahm
Keymaster

@ Nickolas

I think for the most part all theme questions are answered right in the instructions before you import a CSV file…

re: The imported member are all “Organization” and not “Individuals”;
How do I set it so it import into individuals?
The import process will automatically attempt to identify the entry type. It does this by checking to see if the CSV text file has first and last name or organization name fields and that they were mapped to the matching Connections fields. For example, if a row in the CSV text file has a first and a last name that row would import as an Individual. Or if a row has only an organization name that row would be imported as an Organization. If the row contains both a first / last name and an organization name the entry would be imported as an Individual. You can explicitly specify the entry type of each row to be imported as by adding an Entry Type column to the CSV text file and setting each row as either individual or organization. In Step 2 you would map the CSV Entry Type column to the Entry Type field.

re: Some imported members need to be “invisible”; What do I set this columns to? 0, 1? True or False?
The imported entries will be set to the Public visibility setting by default. You can explicitly set the visibility of each row to be imported by adding a Visibility column to the CSV text file each row to one of the following; public, private or unlisted. In Step 2 you would map the CSV Visibility column to the Visibility field.

re: Finally, the categories doesn’t seem to match; What is the format for those category name? Use the Slug? I have some “complex-named” one like “Communication écrite – Impression”. In which format should my CSV render those?
Hmmm… this is not in the instruction, but should be. I’ll have to add it in the next update. But there is a FAQ, found here:
http://connections-pro.com/faqs/how-do-i-import-categories/

If you’re importing entries and categories already exist, use the category name.

And one last thing since you are importing text that contain extended character, make sure the CSV file is in UT8 format, more details can be found in this FAQ:
http://connections-pro.com/faqs/extended-characters-imported/

I hope that helps!