Changes between Version 2 and Version 3 of CiviCRM Module SCAD


Ignore:
Timestamp:
02/04/16 14:10:01 (9 years ago)
Author:
Sue Sterland
Comment:

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  • CiviCRM Module SCAD

    v2 v3  
    33Tags: [[CiviCRM Module]] [[SCAD Study]]
    44
     5A csv template (CiviUpload Template from website registration of interest.csv) is saved in BRICCS\SCAD\Civi.
     6This will need to be examined before upload to remove registrations from interested doctors, family members and friends of SCAD survivors.
     7
     8Upload process:
     9- Login to CiviCRM
     10- From the 'Contacts' menu, select Import Contacts
     11- Choose data source - leave as default 'csv'
     12- Upload csv file - 'Tour file name & location' & check the box marked 1st row contains column headers.
     13- Import options, Leave contact type as Individual BUT also select the subtype as 'Subject'
     14- Dedupe rule should be  Name & Email
     15- Click continue.
     16The next screen will ask you to match the column headers in your csv file to the existing fields in Civi to which the data will be uploaded.
     17- Click 'Upload'
     18A pop up will advise you of any potential errors or omissions in the upload and of how many records will successfully be imported.
     19Correct any issues and save the file and repeat the process if necessary.
     20- Click 'Upload'
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    525[[BackLinks]]