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

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

Tip
titleClient 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: External Id, Client Name, Address, City, State, Postal Code, Phone Number (note that phone number is optional and may be omitted but you should leave a blank in the file if you are using External Id), 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 entire field in quotes ("ABC Company", Inc" Inc).)
  • Your file should not contain headers 
 
3.

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

Tip
titleDuplicate Client Records

While uploading client records, MetaField will not upload Clients that may be duplicate records. During this process, it looks records that match the Client name and Address exactly.

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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