Importing and Exporting Custom Fields

Can I import Custom Field headings and information without having set up Custom Fields inside my CRM account?
Yes you can as when data is imported into your CRM account from a spreadsheet – if the Custom Fields do not already exist inside your account then they are ...
Thu, 24 Jan, 2019 at 1:54 AM
How to populate Custom Fields on an Excel sheet to then import and automatically update?
Firstly please make sure that you have your Custom Fields set up inside your CRM account  Custom Fields can be set up inside Settings, Global Settings t...
Thu, 24 Jan, 2019 at 2:47 AM
How to populate Custom Field ROWS with data when importing data from an Excel spreadsheet?
Firstly it is important to understand how custom field rows work BEFORE going ahead and uploading custom data to automatically pre-populate or update in bu...
Thu, 24 Jan, 2019 at 2:54 AM
Can I upload Custom Field data into rows with drop down menus, date and text fields?
Yes please click here to see how you can add/amend data in row format which can then be imported into CRM account updating the contacts records as appropria...
Mon, 15 May, 2017 at 2:58 AM
How to populate Custom Field drop down options on an Excel spreadsheet for importing?
How to populate drop down options on an Excel spreadsheet: Please make sure that firstly your Custom Field drop down options are already set up inside y...
Thu, 24 Jan, 2019 at 2:56 AM
How do I enter dates for Custom Fields to then import into my CRM account?
How to populate Dates for importing correctly into Custom Fields? Firstly please make sure that you have set up your Custom Field as a Date format insid...
Thu, 24 Jan, 2019 at 2:57 AM
How do I populate Custom Fields with checklist options for importing?
Firstly make sure your Custom Field is set up as a checklist please click here to see how to do this.  How to populate checklist options for importing c...
Thu, 24 Jan, 2019 at 3:00 AM
How to populate text Custom Fields on my Excel sheet for importing?
How to populate text field information?   If you have set up your Custom Field as a text format then you can enter text into the custom field column headi...
Thu, 24 Jan, 2019 at 3:01 AM
How to ensure Custom Fields are associated to specific Tag groups when importing data
1. When data is imported from a spreadsheet – if the Custom Fields do not already exist inside your account then they are created during the import.  2....
Thu, 24 Jan, 2019 at 3:06 AM
What happens if I import additional drop down options into Custom Fields - are these added inside the CRM?
No, any Custom Field drop down options must firstly be set up inside your CRM account. If you just add additional Custom Field drop down options to your...
Thu, 24 Jan, 2019 at 3:07 AM