Can I Add My Own Categories when Importing My Data?

Can I Add My Own Categories when Importing My Data?

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You may be asking: "Can I add my own categories when importing my data?"



Our "Data Import" tool is flexible. It gives you the ability to map your fields to the fields in our database. The Excel file layout is just a suggestion. We can import many other fields, including custom fields. Please view the following illustration on how the mapping works:



First, choose which type of Data Import you are performing and "Select" your CSV file:





Now, you will see all of the (optional) fields we have for the specific type of import you chose:





Towards the bottom of the import fields, you will see custom fields:




Finally, create a CSV file with matching fields and import the data.




For more on creating custom fields, please refer to this article:

        https://nowcerts.freshdesk.com/support/discussions/topics/48000307900