Difference between revisions of "Custom Field Import Wizard"

Revision as of 14:46, 25 June 2014

System Administrators are able to import custom fields and associated settings within any Custom Field Settings page.

Each Custom Field settings page, whether UTA, contact or company specific, will have the Text Import tab.

The import process consists of the following steps:

1. Enter information into the Import Wizard.

2. Map the fields in the pasted data to the fields in the organisation, contact or activity record.

3. Validate the information mapping before uploading.

4. Upload the data to SmartSimple.

Click on the the Text Import tab within the relevant Custom Field settings page, whether UTA, contact or company specific, to access the Import Wizard screen. Step 1 of the Import Wizard is displayed.

If you wish to paste text into this field then click the mouse in the import text box, and then select the Edit Paste menu or press Control + V. Alternatively you can type directly into the field.

As a minimum requirement you should enter a Display Order value, a Field Type and a Field Name value.

Once all the relevant field data is enter then you set the Column delimiter as required.

Click the First row contains field names check box if the first row is column headers rather than real data.

Click the Values enclosed by double quote check box if the first row is the values being imported include any that are enclosed in double quotes.

The following IDs should be used when trying to create a custom field for that type.

Custom Field Type Name	Custom Field Type ID
Creation - Date	55
Display Only - External Entity Details	96
Display Only - Image	34
Display Only - Tabbed Web Page View	112
Display Only - Text or System Object	36
Display Only - Web Page View	110
Dynamic Data - Data Grid	88
Dynamic Data - Dynamic Control Field	87
Link - Email	37
Link - Multiple Files	80
Link - Single File	33
Link - SmartFolder	32
Link - Website	35
Lookup - Address Validation	78
Lookup - Ajax Options	73
Lookup - Entity and People	76
Lookup - External Entity	95
Lookup - External People	75
Lookup - ICD Codes	74
Lookup - NAIC Codes	77
Read Only - System Variables	109
Read Only - Text	39
Select Many - Check Boxes	20
Select Many - List Box	22
Select Many - Scrolling Check Boxes	21
Select One - Combo Box	10
Select One - Internal Entity	90
Select One - Internal People	70
Select One - Ledger Code	72
Select One - Multi-level Combo Box	127
Select One - User Group	15
Special - Auto Number	50
Special - Barcode	45
Special - Browser Script	103
Special - Calculated Value	60
Special - Color Code	126
Special - ePad Signature	100
Special - Hand Drawing	99
Special - Hidden Value	38
Special - MSWord Merge	113
Special - Timer	31
Special - UTA Peers Combo	12
Special - XML Data	125
Store Value - System Variables	111
Text - Password Protected	44
Text Box - Multiple Lines	40
Text Box - Rich Text	42
Text Box - Single Line	30
Title Bar - Multiple Columns	5

@@ Line 24: / Line 24: @@
 ==Enter information into the Custom Field Import Wizard==
-Click on the the Text Import tab within the relevant Custom Field settings page, whether UTA, contact or company specific, to access the Import Wizard screen.
+* Click on the the Text Import tab within the relevant Custom Field settings page, whether UTA, contact or company specific, to access the Import Wizard screen. Step 1 of the Import Wizard is displayed.
-Step 1 of the Import Wizard is displayed.
+: [[Image:TextImport2.png|700px]]
+* If you wish to paste text into this field then click the mouse in the import text box, and then select the Edit Paste menu or press Control + V. Alternatively you can type directly into the field.
+* As a minimum requirement you should enter a Display Order value, a Field Type and a Field Name value.
+: [[Image:TextImport3.png|700px]]
-: [[Image:TextImport2.png|700px]]
+* Once all the relevant field data is enter then you set the '''Column delimiter''' as required.
+* Click the '''First row contains field names''' check box if the first row is column headers rather than real data.
+* Click the '''Values enclosed by double quote''' check box if the first row is the values being imported include any that are enclosed in double quotes.
+* Click the '''Analyze''' button.
+==Custom Field Settings==
 ===Custom Field Type Numeric Values===