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In addition to adding clients manually, you can also import clients directly into MetaField by using the Upload Clients button. To upload clients, follow the steps below.
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If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function. |
| Step | Description | Example |
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| 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 |
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| title | Project Upload File Structure |
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| 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 comma in quotes (ABC Company"," Inc.)
- Your file should not contain headers
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| 3. | Once the file name displays in the Upload dialog box, select Ok. | Tip |
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| title | Duplicate Project Records |
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| 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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