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Custom Field Import Wizard

228 bytes added, 19:33, 25 June 2014

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The import process consists of the following steps:

1. Enter information into the Import WindowWizard.3. Map the fields in the pasted data to the fields in the organisation, contact or activity record.4. Validate the information mapping before uploading.5. Upload the data to SmartSimple.==Enter information into the Import Window==

Each Custom Field settings page, whether UTA2. Map the fields in the pasted data to the fields in the organisation, contact or company specific, will have the Text Import tabactivity record.

3. Validate the information mapping before uploading.

 

4. Upload the data to SmartSimple.

 

 

==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.

 

Step 1 of the Import Wizard is displayed.

 

: [[Image:TextImport2.png]]

===Custom Field Type Numeric Values === The following IDs should be used when trying to create a custom field for that type.  

{| class="wikitable"

|-

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Ciaran Donnelly

Smartstaff, administrator

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