Upvise enables you to define Custom fields for certain types of data items: Contacts, Companies, Products, Opportunities, Quotes, etc…
You can also import custom fields from a CSV file. Currently only the import of contact and company custom fields is supported.
How to import custom fields for Contacts and Companies?
- Create the Custom Field in your Upvise web account, from the More button / Custom Fields menu of the Contacts app. A custom field has an ID, a label and a Type
- In your CSV file, the column containing the values of the custom field you wish to import must have the header name: custom:MyId
Example: If you have defined a custom field with the ID color, the CSV header name must be: custom:color
Note that a custom field of type “date” must have the string “date” in its ID for the import to work.