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  1. CiviCRM
  2. CRM-3686

Allow "batch updating" during import

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Won't Fix
    • Affects Version/s: 3.0
    • Fix Version/s: Unscheduled
    • Component/s: Core CiviCRM
    • Labels:
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      Description

      I think the import process can be streamlined if we can integrate the batch updating with the import process. Here's a use case:

      I am importing 500 records that only contain name and address data. These contacts all need specific settings for each of my many custom fields. Currently I have to do the import, remember to tag them with a new tag (If I forget this step I'm screwed), then once the import is complete search for that tag, and do a batch update.

      A much more streamlined workflow (and this is how it works in Kintera), would be to add a new step in the import process, right before the final step. CiviCRM could ask me to set values for additional fields.

      I'm visualizing a JSified form where at first I see only a single-select box of field names. After I choose a field it shows me the appropriate widget (checkboxes, state select box etc.). On the next row I can then select another field.

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            • Assignee:
              lobo Donald A. Lobo
              Reporter:
              dalin dave hansen-lange
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              • Created:
                Updated:
                Resolved: