Method Community

Hello,

I was watching the video tutorial on how to import contacts, and I was wondering if there was any way to customize the fields when importing a CSV. Do we absolutely have to use the ones given by Method (such as "FirstName") and those ones only?

For example, we would like a header to read "Job Title," but there is no existing field. Maybe I am missing something obvious? 

Thanks for the help,

Kat

Hi Kat,

Yes, you are able to import custom fields. During the import process, you can specify to create a new field for a specific column. For example, if in the import file you have a header called ‘ContactRegion’, then during the import process, the import tool will allow you to create a new a field for ‘ContactRegion’. 

However, in terms of ‘Job Title’, the Contact table already contains a field named 'Title' which is used for the same purpose.

Furthermore, a brief summary of the standard import process can be found here.