Mapping Imported Fields

By July 15, 2020July 23rd, 2020Campaigns, Customers

When you import a customer or credit bureau file, cplXpress may not recognize some fields. You will need to map a field to an existing field, create a new field, or ignore the field.

If a field is an existing field:

  1. Select Existing Field under Mapping.
  2. Select the existing field under Customer Field.

If the field is a new field:

  1. Select New Field under Mapping.
  2. Enter the name of the new field under Customer Field.
  3. Select the field Type.

To exclude a field from the import:

  1. Select Ignore under Mapping.

Jennifer Meservey

Author Jennifer Meservey

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