Custom Field Import Wizard

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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.

TextImport1.png

Overview of how to use Custom Field Import Wizard

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.


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.

TextImport2.png


Custom Field Type Numeric Values

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