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Creating a custom field during import

Create a custom field while running a Flexi-Import for items, customers, contacts, or leads, and map your spreadsheet column to it.

This is available for these imports:

  • Items

  • Customers

  • Contacts

  • Leads

Open the import center

1. Click on the Cog

Zigaflow dashboard top bar with the settings cog icon highlighted, next to the notifications bell and profile menu

2. Click "Import Center"

Settings sidebar menu with Import Center highlighted, listed between Financial Settings and Integrations

3. Click on one of the Flexi imports

Import Center with Flexi selected, showing Items, Customers, Contacts and Leads tabs and the Customers tab highlighted

Create the custom field

4. Add the file and select the matching master field (e.g. the company name)

Flexi Import Customers step 2 of 3 with the Spreadsheet Header dropdown open and Company highlighted for the Name field

5. Click on the plus button

Import mapping screen with the plus button highlighted beside the empty Zigaflow Field dropdown for the CC1 optional field

6. Select the custom type and its label

Create Custom Field dialog during customer import, with Type set to Text and the Label field highlighted for entry

7. Click here.

Create Custom Field dialog with Type set to Text and Label CC1, highlighting the Create button during import mapping

Complete the import

8. Click "Next" to complete the import

Import field mapping with Mandatory and Optional Fields, CC1 mapped to CC1 (Custom), and the Next button highlighted

9. The import completes

Import Complete screen at step 3 of 3, with the result message "1 Customers created, 0 Customers updated" highlighted
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