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Warning
titleFireFox Browser

Before importing multiple project records into MetaField, it is recommend that you do a test import of a few "test" records first. The "test" records uploaded can be deleted before you proceed with uploading a large set of project / client data. Before uploading a large batch of projects, it is recommended you try the full upload in your Stage environment before proceeding with the upload in Production. Work with your Solutions Consultant on these details along with obtaining access to your Stage environment.


StepDescriptionExample
1.From the MetaField Project Setup Search screen, select Upload Projects.
2.

An Upload dialog box will open.
Click Upload to search for the file containing the clients you would like to upload.

Tip
titleProject Upload File Structure

Keep the following items in mind when creating your client file:

  • Only csv file format is supported for upload into MetaField
  • File must contain the following fields, separated by a comma: Project Number, Project Name, Address, City, State, Project Manager, Client, Client Address, Owner, Owner Address, External Id (note that External Id is optional and may be omitted - this is only needed for customers using MetaField in a hybrid model and if used must be unique)
  • If a comma is needed for one of these fields (e.g., Client Name is ABC Company, Inc), you need to enclose the entire field in quotes ("ABC Company, Inc")
  • Your file should not contain headers 



3.

Once the file name displays in the Upload dialog box, select Ok.

Tip
titleDuplicate Project Records

While uploading project records, MetaField will not upload Projects that may be duplicate records. During this process, it looks for records that match the project code.

If duplicate records are found, you will be prompted and can view the duplicate records at the end of the upload process.



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