Smartstaff
2,361
edits
Changes
m
→Setting up the Column Mapping
# In the “Field” column select “Name”.
# Follow the table below for the remaining rows:
{| class="wikitable" style="padding-left: 60px;"
|-
! |Table Header Caption! |Field to Select
|-
|| Status|| Status
|-
|| Assigned To|| Person (firstname lastname)
|-
|| Vendor|| Vendor (Custom Field ID)
|-
|| Model|| Model (Custom Field ID)
|-
|| Serial Number|| Serial_Number (Custom Field ID)
|-
|| Warranty Expiration|| Warranty_Expiration (Custom Field ID)
|}
# Click “Save”.
# Lastly we want to specify the desired behavior. Go to the “Process” tab and scroll down to “Create / Update Options”. For this exercise choose the first option “Update Matching records and create new records if no match is found”.