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Importing Field Types

Alex Hom avatar
Written by Alex Hom
Updated over 2 weeks ago

Importing Fields

Users may create multiple fields at the same time by importing a templated .csv file detailing their new fields.

Fields can be added as Project Fields by using the Import Fields button on the Project Fields page. Users may add Job or Task fields when using the Import Fields button within job/task type configuration.

  1. Click on the Add Field button

  2. Click on Import Field(s)

    A screenshot of a computer AI-generated content may be incorrect.

  3. Download a CSV Template

  4. Drag & Drop Files

    1. Click on this section to browse and upload a file

    2. Only a single .csv file will be accepted

    3. Maximum size limit: 50 MB

  5. Upload

    1. Follow Rules for how to fill the templated CSV.

      A screenshot of a computer AI-generated content may be incorrect.

Rules

  1. Field Name (Maximum 400 characters)

    1. Input a Name for the field

  2. Field Type

    1. Input a Field Type

      1. Long Text

      2. Short Text

      3. Boolean

      4. Date

      5. Number

      6. Single Select

      7. Multi Select

      8. Contact Selector

  3. Description (Maximum 150 characters)

    1. Input a Description for the field

  4. Variable (Maximum 150 characters)

    1. ONLY applies for Single Select or Multi Select Fields

    2. Input separate multiple variables with a comma and no spaces, in a listed order (case-sensitive)

      1. Ex: Option 1 ; zZz,AAaAA,Option 1

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