Mapping multivalued column cells
If each cell in a data upload file column contains multiple values, you can map that column to multiple Sage CRM database fields. As a result, column values are inserted into the corresponding Sage CRM fields during data upload.
The fields to which you write data from multivalued cells in your data upload file must be located in the same Sage CRM database table.
The format of values in a file column must be consistent. Otherwise, Sage CRM won't be able to correctly process data in the column.
For example, if the Last and First Name column contains first name and last name, you can map this column to the appropriate Sage CRM fields as follows:
- Click the column name (Last and First Name).
- On the page that opens, from Field Name, select --Multiple--:
- Next to Field Name, click Edit Multiple Field Settings.
- On the page that opens, specify the format of values in the Last and First Name column:
- From Select Field, select Person : Last Name.
- Click Add.
- In Format Mask, enter a comma after the inserted value.
You need to insert a comma because it is used as a value separator in the data upload file.
Always make sure to separate values in the Format Mask box with the same separator that is used in your data upload file. Otherwise, Sage CRM won't be able to correctly process your data. - From Select Field, select Person : First Name.
Click Add.
As a result your format mask should look as follows:
#pers_lastname#, #pers_firstname# - Click Save.