https://github.com/agileware/au.com.agileware.importcontactsubtype
Provides feature to append multiple Contact Subtypes for a Contact when providing CSV text in the format of either a) Contact ID, Contact Subtypes b) Contact External ID, Contact Subtypes.
https://github.com/agileware/au.com.agileware.importcontactsubtype
civicrm civicrm-api civicrm-extension import
Last synced: 10 days ago
JSON representation
Provides feature to append multiple Contact Subtypes for a Contact when providing CSV text in the format of either a) Contact ID, Contact Subtypes b) Contact External ID, Contact Subtypes.
- Host: GitHub
- URL: https://github.com/agileware/au.com.agileware.importcontactsubtype
- Owner: agileware
- License: other
- Created: 2022-04-21T00:17:43.000Z (about 4 years ago)
- Default Branch: master
- Last Pushed: 2025-04-04T00:24:13.000Z (about 1 year ago)
- Last Synced: 2025-04-04T01:24:28.618Z (about 1 year ago)
- Topics: civicrm, civicrm-api, civicrm-extension, import
- Language: PHP
- Homepage:
- Size: 44.9 KB
- Stars: 0
- Watchers: 3
- Forks: 0
- Open Issues: 2
-
Metadata Files:
- Readme: README.md
- License: LICENSE.txt
Awesome Lists containing this project
README
# Import Contact Subtype
Provides feature to _append_ the Contact Subtypes for a Contact when providing CSV text in the format of:
1. Contact ID, Contact Subtypes, and/or
2. Contact External ID, Contact Subtypes
Any existing Contact Subtypes are _retained and not replaced_. Allowing this import to be executed multiple times for the same Contact, if required.
# Installation
1. Install and enable this CiviCRM extension.
2. Go to the **Import Contact Subtype
Settings** page, `civicrm/admin/setting/importcontactsubtype`
3. Create CSV delimited text with two columns: `Contact ID` and `Contact Subtype`, separated by semi-colon (;)
4. Paste the CSV text into the `CSV text with Contact ID` field
5. Create CSV delimited text with two columns: `External ID` and `Contact Subtype`, separated by semi-colon (;)
6. Paste the CSV text into the `CSV text with External ID` field
7. _Note_: Only one CSV text field needs to be provided.
8. Click the `Import Contacts` button to update the Contacts
# About the Authors
This CiviCRM extension was developed by the team at [Agileware](https://agileware.com.au).
[Agileware](https://agileware.com.au) provide a range of CiviCRM services including:
* CiviCRM migration
* CiviCRM integration
* CiviCRM extension development
* CiviCRM support
* CiviCRM hosting
* CiviCRM remote training services
Support your Australian [CiviCRM](https://civicrm.org) developers, [contact Agileware](https://agileware.com.au/contact) today!
