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changes.mady.by.user Matt Cassem

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changes.mady.by.user Joel Smolarek

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StepDescriptionExample
1.From the MetaField Project Setup > Clients and Contacts 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: Client Name, Address. Address Line 2, Address Line 3 (note that Address Line 2 and 3 are required even if null, the CSV file just needs to include the null values separated by commas), 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), Client Address 2, Client Address3
  • 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 


Warning

If you are creating your CSV file by opening/editing in Excel and saving in csv format, wrapping text that contains commas in quotes is not needed. 



3.

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

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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StepDescriptionExample
1From the MetaField Project Setup > Edit Client > contacts screen, select Upload Contacts.
2

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

Tip
titleContact Upload File Structure

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 


Warning

If you are creating your CSV file by opening/editing in Excel and saving in csv format, wrapping text that contains commas in quotes is not needed. 



3

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

Tip
titleDuplicate Contact Records

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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