Q. How do I make a field available for importing
A. Go to Administration > Available Import Fields > Select Company > Add Record and enter the name that is used in the database (Note: administrators need to be properly authorised to make these changes, when making the change be sure to use the database field name, not the Label).
Q. Why am I having problems importing data
A. - The file used for importing has to be in the proper format. It should be cleaned of all unnecessary quote marks and saved in .csv format through Excel.
- You may also experience problems if you are mapping a field with an incorrect data type. For example, if you are mapping text data to a field that is expecting numeric data.
Q. How do I troubleshoot an Import file?
A. Here is a simple process for trouble shooting an import file:
1. Reduce the import file to header row and a single record.
2. Attempt the import. If it fails, reduce test import file to header row and first name / last name columns. Attempt import.
3. If it works go back and add a column to the import file and mapping. Continue adding columns to the import file and mapping until you find the column causing the issue. If this column is mapped to a reference table, review that values are loaded into the table. If this column is mapped to a custom form, make sure those values are loaded into the custom form and correct. If you are mapping into Special Interest fields or any of the Comments fields then make sure your import content isn’t too long for the specific fields – eg. Comments are limited to 5,000 characters.
Q. Is there a way that I can pre-polulate common fields with data?
A. The application currently does not allow for customising the “Add New Records” screen in the manner you have requested. However, Custom Forms have a privilege, which would allow you to create a Custom Form to use in place of the “Add New Record” function. With the Custom Form you would be able to customize the specific fields, as you need.
Q. How do you make an import table public?
A. Go to Add New Leads > Manage Import Templates > click Edit for the template you wish to make Public > place a check in the check box marked “Is Public” > then click Submit.
Q. Is there a way to enforce required fields anytime a record is updated?
A. - Each user’s logon has a setting for “enforce required fields”. By selecting this option the user will be required to enter data in required fields.
- On the “Required Fields” screen you will see for the first section of fields, requiring them, only applies to “Add New Record/Add Contact”. These fields do not pertain to updating existing records.
- The fields in the “Edit Profile/Record Update” section include the fields that can be made to be required when an existing record is updated.
Q. Time entered has been an issue upon new lead entry via submitting a form?
A. If a form is filled out and submitted and the machine the user sent the form from has an incorrect date/time setting, then that will be transferred to the "Entered" field.
Q. How to import multiple values into a multi-select field?
A. If a field in the custom form is a multiple select/checkbox and you want to import multiple responses the format for the corresponding import/fum file field data would be "value1,value2,value3" So a import/fum of two fields might look like:
-Import:
-Name = Don
-Who is your consultant = Jane,John,David
Mapped to:
Name = First Name
Who is your consultant = custom form question ‘Who is your consultant’
-The record in the import/fum file would read
-Andy,"Jane,John,David",EOF
Because the mapped field is a multiple select/checkbox the app will understand to view the data in that field as responses separated by a comma.
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