...
Warning | ||
---|---|---|
| ||
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. |
Step | Description | Example | |||||
---|---|---|---|---|---|---|---|
1. | From the MetaField Project Setup Search screen, select Upload Projects. | ||||||
2. | An Upload dialog box will open.
| ||||||
3. | Once the file name displays in the Upload dialog box, select Ok.
|
...