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collective.contact.importexport

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Import and export organizations and persons with csv files, there are 4 csv files:

  • organizations

  • persons

  • positions (not yet managed)

  • held_positions

! This is a WIP:

  • Import is managed via a transmogrifier pipeline.

  • Export can be managed with a collective.documentgenerator template. (not yet included in this product)

Features

  • Import from csv format. Text column must be enclosed with double quotes. A double quote in content must be escaped with another double quote.

  • Organizations can be hierarchical: sub organizations can be defined.

  • Held positions are linked to persons and organizations.

  • Pipeline can contain other sections to manage new columns.

Examples of csv files

https://github.com/IMIO/collective.contact.importexport/blob/master/src/collective/contact/importexport/tests/data/organizations.csv

Documentation

Full documentation for end users can be found in the “docs” folder, and is also available online at http://docs.plone.org/foo/bar

Translations

This product has been translated into

  • French

  • English

Installation

Install collective.contact.importexport by adding it to your buildout:

[buildout]

...

eggs =
    collective.contact.importexport

and then running bin/buildout

Contribute

Support

If you are having issues, please let us know in github issues tracker.

License

The project is licensed under the GPLv2.

Contributors

Changelog

1.0.0 (2026-10-09)

  • Full rewrite, using transmogrifier to import contacts. [laulaz, sgeulette]

  • Added view to call pipeline [sgeulette]

  • 0.x branch has been created for previous code. [laulaz]

0.3.9 (2018-10-26)

  • Now you can import taxonomy from collective.taxonomy. [bsuttor]

  • Add collective.taxonomy dependency. [bsuttor]

0.3.8 (2018-07-02)

  • Get use_parent_address from file before import obj. [bsuttor]

  • Remove title from import person doc. [bsuttor]

0.3.7 (2018-03-22)

  • Use plone.api instead of invokefactory. [bsuttor]

0.3.6 (2018-02-08)

  • Improve importer, bug fix activity importer. [bsuttor]

0.3.5 (2018-01-22)

  • Add collective.geo importer, you can now use latitude and longitude field in your files to import. [bsuttor]

0.3.4 (2017-12-18)

  • Import become faster. [bsuttor]

0.3.3 (2017-09-29)

  • Add import person. [bsuttor]

  • Do not add all not known field into activity. [bsuttor]

0.3.2 (2017-06-02)

  • Remove profilehook. [bsuttor]

0.3.1 (2017-06-01)

  • If IContactDetails is an heritage of anther behavior, IContactDetails fields can now be imported too. [bsuttor]

0.3 (2017-04-25)

  • You can now add use_parent_address field. [bsuttor]

0.2 (2017-03-03)

  • Do not add duplicates. [bsuttor]

  • Fix import with accent in title and add tests. [bsuttor]

0.1 (2017-03-02)

  • Initial release. [bsuttor]

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