Smartstaff, administrator
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1. Enter information into the Import Wizard.
2. Map the fields in the pasted data to the fields in the organisation, contact or activity recordcustom field settings.
3. Validate the information mapping before uploading.
* As a minimum requirement you should enter a Display Order value, a Field Type and a Field Name value.
: [[Image:TextImport3.png|700px]] '''NOTE:''' Some of the Custom Field settings can only be imported using IDs rather than the displayed values. These are discussed further in the Custom Field Settings section below.
* Once all the relevant field data is enter then you set the '''Column delimiter''' as required.
* Click the '''Analyze''' button.
==Map the fields in the pasted data to custom field settings== * Step 2 of the Import Wizard should now be displayed. : [[Image:TextImport4.png]] * The top of the screen includes an option to map each column in the entered data with a corresponding custom field settings. : [[Image:TextImport6.png]]'''NOTE:''' Only the first row of data is used to define the mappings, but the settings are applied to all rows of data. * Define the mappings between the entered data and the custom field settings as appropriate. : [[Image:TextImport5.png]] * Click Parse Data button at the bottom of the screen. ==Validate the information mapping before uploading== * Step 3 of the Import Wizard should now be displayed. : [[Image:TextImport7.png]]
==Custom Field Settings==
