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| Info |
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| title | Note for Customers with a Hybrid Model of MetaField |
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Each client record has an optional field called External Id. For customers using MetaField in a hybrid model - using both Project Setup and an external ERP system - this field contains the id of the client in the ERP system. If the record is imported from your ERP system through the adapter you should do nothing with this field. If you are manually entering the client record either through the UI or an upload you should include the id of the client in the ERP system so that the adapter will associate the records in both systems. |
Uploading Clients
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.
| Warning |
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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. |
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| Step | Description | Example |
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| 1. | From the MetaField Project Setup > Clients and Contacts search screen, select Upload Clients. | |
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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 | Client 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:
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- 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 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 Client Records |
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| 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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Upload Sample Data
The attachment below, is an example of a properly formatted file, ready for Upload.
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In addition to adding contacts manually, you can also import contacts directly into MetaField by using the Upload Contacts button. To upload contacts, follow the steps below.
| Warning |
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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. |
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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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Viewing Client history
To view client history, click on the calendar icon in the bottom right corner to see details.
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