Please enable JavaScript to view this site.

DATA|SUITE Manual

Navigation: IMPORT|IT Manual > Create new schema

How to: Import Custom Tables

Themen Prev Top Next More

 

After setting the source file type and the source file directory as well as the type Custom Tables some options will appear in the navigation bar:

1. Easy Mappings

2. Virtual Columns

3. Conditions

4. Conditional Mapping

5. Parent Record Identification

6. Merge Options

7. Misc Options

8. Translation

 

To get to the setting Easy Mappings you either click on the right arrow in the lower bar or you click on Easy Mappings in the navigation bar.

 

how to import custom tables

 

You can always switch between the options by clicking on the arrow buttons or by clicking on the particular option in the navigation bar.

 

The settings Easy Mappings, Virtual Columns, Conditions, Conditional Mapping, Merge Options, Misc Options and Translation are already explained for the contact import.

 

The setting Parent Record Identification is already explained for the company import. When importing custom tables there is an additional option:

 

how to import custom tables 3

 

When you ticked the option "Reverse direction", new parent records (companies, contacts, groups, opportunities) can be appended to the custom tables.

 

All explanations can also be applied on the typical fields of the Custom Tables.