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.

Agileware 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 developers, contact Agileware today!