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In addition to adding projects manually, you can also import projects directly into MetaField by using the Upload Projects button. To upload projects, follow the steps below.
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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. |
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