This documentation relates to CiviCRM version 3.1. It's not maintained anymore.
Current version of documentation.

Import Steps

Skip to end of metadata
Go to start of metadata

This page refers to outdated version of CiviCRM. Check current version of documentation.

Documentation Search

CiviCRM 3.1 Documentation

Support and Participation

Developer Resources

CiviCRM book!

Make sure to check out Understanding CiviCRM as well! You can also support this project by ordering a hard copy.

What is an Import Cycle? What steps are involved during it?

An Import cycle is a sequence of tasks needed to successfully complete importing contacts into CiviCRM.

The steps involved are

  1. Upload File:
    An ascii text file in CSV (comma separated values) which stores contact information is
    selected for Import.
  2. Match Fields:
    Fields from the import file are mapped to matching CiviCRM fields. Suggested mapping is
    determined by Import which can be overriden by the user manually.
  3. Preview:
    Preview the results of the import. The parser checks for duplicate/erroneous contact
  4. Summary:
    Final step. The data is inserted into contact tables (via an API) and Summary is displayed.

See Importing Data for more information.

  • None

Creative Commons License
Except where otherwise noted, content on this site is licensed under a Creative Commons Attribution-Share Alike 3.0 United States Licence.