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Data fields format for import
Updated over 2 years ago

Data for Checkboxes

For Checkbox Data type the possible data values are: "Yes" (checked) or "No" (not checked).

Data for multi pick list

For Multi pick list Data type, the text must exactly match (case sensitive) one of the existing list values already defined.

Data for Territory can be submitted by Territory Name or Territory Number as defined in Configuration/Drop down lists/Organisations or Contacts.

Data with multiple lines of text

For Address and Comments data fields with multiple lines of text, each line of text must be separated by the 4 characters: |CR| (vertical bar, C, R, vertical bar). The '<' br /'>' tag cannot be used instead.

Multiple select lists (Custom fields of type Multi Select list)

It is possible to import the actual text value or the number associated with the text value. The text value must exactly match (case sensitive) one of the possible values defined for the multi select list. Import of none-existing values are ignored.

+1,8 will add values "01" and "08"
+green,blue will add values green and blue
+green,8 will add values green and "08"
-2,03,11 will remove values "02","03" and "11"
-black,white,yellow will remove values black, white and yellow
-black,3,yellow will remove values black,"03" and yellow
1,8,11 will delete all existing values and add values "1", "8" and "11"
green,blue,yellow will delete all existing values and add values green,blue and yellow.

All the correct descriptions for pick lists and multi select lists can be found by reviewing Drop down lists and Custom fields. Do this by browsing to Configuration → Drop down lists or Configuration → Custom fields as required.

Date input - an alternative method

For all Date input fields it is possible to enter a value between -999 to +999 instead of a specific date.

When such a value is saved it will calculate a new Date with an offset to Today’s date, by the number of days indicated by the input.

Examples:
+7 will render a date on week ahead
+0 will render Today’s date
-365 will render a date one year ago

NOTE: This also works for data import including ”Same value for all” and for import from Excel data.

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