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| Step | Description | Example |
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| 1 | From the MetaField Project Setup > Edit Client > contacts screen, select Upload Contacts. |
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| 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 | Contact Upload File Structure |
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| Keep the following items in mind when creating your contact file: - Only csv file format is supported for upload into MetaField
- File must contain the following fields, separated by a comma: First Name, Last Name, Email Address, Work Phone Number (note that phone number is optional and may be omitted)
- 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
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| 3 | Once the file name displays in the Upload dialog box, select Save. | Tip |
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| title | Duplicate Contact Records |
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| While uploading contact records, MetaField will not upload Contacts that may be duplicate records. During this process, it looks for records that match the Contact name 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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Extracting Projects
Extract list of projects created via .csv extract.
| Step | Description |
|---|
| 1. | From the MetaField Client Setup Search screen, select Extract Client Data. |
| 2. | Define email address for the extract to be sent to.  Image Added
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| 3. | Select Client, Contact or Collaborator extract to create.  Image Added
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| 4. | Check email and follow link to download extract file. |
Viewing Client history
To view client history, click on the calendar icon in the bottom right corner to see details.
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