[Nickolas Simard]

Greetings

I have a large members database in MySQL (so I can export in CSV easily) that contains Individuals to be imported. For now I have an issue with the following :
* The imported member are all “Organization” and not “Individuals”;
How do I set it so it import into individuals?
* Some imported members need to be “invisible”; What do I set this columns to? 0, 1? True or False?
* 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?

Thanks for helping me out on this!

Regards,
Nickolas Simard

• This topic was modified 8 years, 7 months ago by Nickolas Simard.

[Steven Zahm]

@ 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!

[Nickolas Simard]

There are issues when importing… :S

It seems that at some point of the CSV, the columns no longer match what I mapped them to.

Ex: A category was created named “individual”, but that columns was set to Entry Type.
Ex2: I also get a Personnal Email field based on the Website adresse :S…

Perhaps I should use another Char for delimiter then Comma, since there are some in my adresse fields (in French, address are formated as such “Civic numer COMMA Street name”)…

[Nickolas Simard]

This reply has been marked as private.

[Nickolas Simard]

This reply has been marked as private.

[Nickolas Simard]

This reply has been marked as private.

[Steven Zahm]

@ Nickolas

First, what are those queries for, there not ones created by Connections or the CSV Import???

re: Since my WordPress is in French, the automapping didn’t recognise my first CSV, the one where I was using the native english column names (Work Adress, instead of Travail Adress)…

re: Is there an easier way to rename the columns so they match the auto-mapping name you have?

If you used the columns names as shown in the CSV File Setup, they’ll automap just fine. I switch my dev WordPress to French and used the column headers suggested in the CSV File Setup section and they automapped as they should.

re: I figured it needed BOTH first AND last name to keep it set as individual, otherwise it would default out to organization…
Yes, this is explained in the instructions in the section CSV File Setup. Here’s what it says:
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.

I downloaded the CSV file you attach and it didn’t have headers at all so I was not able to test it to see if I could duplicate the issue. Can I have a copy of the full CSV file? I’d like to see if I can duplicate the issues you have explained.

[Steven Zahm]

re: Perhaps I should use another Char for delimiter then Comma, since there are some in my adresse fields (in French, address are formated as such “Civic numer COMMA Street name”)…

If the field values are not quoted, then yes, the comma in the road name can mess up the import.

YOu should still be able to use a comma, just make sure all the field values are quoted in the CSV file.

If you’re using Excel … that app creates poor CSV files. I suggest using LibreOffice.

[Nickolas Simard]

This reply has been marked as private.

[Nickolas Simard]

This reply has been marked as private.

[Author]

Posts