This documentation refers to an older version of CiviCRM (3.4 / 4.0). The current stable version is 4.1. Please introduce all documentation changes and new material here.

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This page refers to CiviCRM 3.4 and 4.0, current STABLE version.

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CiviCRM 3.4 and 4.0 Documentation

Support and Participation

Developer Resources

CiviCRM books!

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

Or support us by buying an eBook or hard copy of Using CiviCRM from Packt Publishing.

Importing Tags and Groups.

If you have multiple tags and groups to import that identify overlapping subsets of contacts, you need to import them in several passes.

First, import all of your contacts ignoring the tags and groups so that you get a full and clean set of data in CiviCRM.

You must then re-import each unique subset with 'On Duplicate Entries' set to 'Fill,' (so that exisiting data is not over-written) and use the 'Add to Group' and 'Add Tag' options in Step 3 to apply each tag or group.

These second step import files only need sufficient columns to uniquely identify each record to prevent duplicates. 'FirstName', 'LastName' and 'Email' will suffice for CiviCRM's default duplication detection.

Note: you can add a new Group from the import screen but not a new Tag. If the Tag does not already exist open Administer CiviCRM in a new window, create the tag, then go back and refresh the import screen and you will find the tag on the list (this saves restarting the import).
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