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Matching fields with csv import

on 7/11/13, 6:39 PM 2,390 views


Im trying to import some contacts from a csv file which has its own data fields. When I load the csv file the grid appears with all of the fields and data from the csv file. When I click on the dropdown menus that are in each of the grid columns, I get a list of a lot of other fields from the database (I'm assuming) and have no way of knowing which ones to match them to. Does anyone know how to determine which fields, from the drop down menus, go to which table in the database?

Viktor Aditya
On 7/12/13, 12:37 AM

The easiest way is to make just 1 contact in the system through UI (make sure to fill all the field that you need), and then export the contact with all the field that you need... This will give you a template of field in the sytem, now you just have to move your own data fields to this template, and import it.. It will automatically select the field for you..

Good idea. Thank you

on 7/12/13, 1:36 PM
On 7/12/13, 5:44 AM

The compulsory fields to export(Compatible) will be blue in color. Some of them need to appear as column names, but not necessarily have data.

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Asked: 7/11/13, 6:39 PM
Seen: 2390 times
Last updated: 3/16/15, 8:10 AM