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Creating Custom Field During Import
Creating Custom Field During Import

Flexi-Import allows you to create a custom fields when importing

Updated over a week ago

This is available for these imports:

  • Items

  • Customers

  • Contacts

  • Leads

1. Click on the Cog

2. Click "Import Center"

3. Click on one of the Flexi imports

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

5. Click on the plus button

6. Select the custom type and its label

7. Click here.

8. Click "Next" to complete the import

9. The import completes

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