Import Custom Fields
These are the FAQs related with this app.
I keep getting some errors, what do they mean?
After pressing the "Import" button, you may be getting some errors that look like this:
These errors are caused due to a wrong data value entry inside CRM. Let's see some of them in detail.
The following mistake is in General Ino, which is supposed to be an existing folder in CRM but it seems not to be present. After checking our Folders in CRM, we see that it was a spelling mistake.
FolderError: Error finding folder: General Ino for model contact - list index out of range
General Info
The following mistake is in the object name which is Pet, but if we go to CRM we do not have any Custom Object called "Pet", "pet", or "PET" (it does not discriminate between capital or lower case). In our case, the only custom object is Cars.
FolderError: Error finding folder: for model custom_objects.pet - list index out of range
OBJECT.cars
The following mistake is after trying to place the "Test_3" value in the MODEL category, which only accepts Contact or Opportunity.
CustomFieldCreationError: Failed to create custom field: Test 3 - Model value need to be either 'contact' or 'opportunity'
CONTACT
OPPORTUNITY
How does the required format works?
The accepted format is a CSV. We provide a template that you can download when installing the application.
Now you can create your own custom Objects, apart from the Standard Objects (Opportunities, Contacts, Companies).
You have to go to Settings -> Objects -> Custom Objects
Warning: Please note that if you have custom objects, you should add them properly in the template, if not they will not be properly merged.
Warning: Please avoid if possible adding white spaces between words for values like TYPE and PLACEHOLDER.
Warning: Please avoid if possible adding special characters.
e.g. !"#$%&'()*+,-./:;<=>?@[]^_`{|}~
How can I import Custom Fields?
You only need to install the app from the marketplace, click on the side menu panel once installed, download the example file and adapt it to your specific needs.
If you still have some doubts, please visit our demo video where you can see exactly how to use it!
When importing Custom Fields, do the old ones update?
No, this application only creates new custom fields.
Warning: In case you need to update, we recommend deleting former custom fields, adding them to the CSV importing file and importing them again.
How do the Folders work?
Please have in mind that the Folders present in your csv for import must exist beforehand.
Our tool will not create any Folder, it just puts the value you specified into an existing one. You can easily add any Folders you want in CRM.
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