Horizon Online Support
2.4.4 Importing Contact User Defined Field Information
You are able to import answers for your user defined fields (UDF’s) directly into Horizon.
This is useful for if you have collected information from customer and now require to import into Horizon, or if you want to set a blanket value across contacts for a specific UDF.
To Import actions, you need to:
- Select Contact User Defined Fields from the drop down box
- Select Go
- Select the .xls formatted file.
Note: It will now run through importing the information for the UDFs into Horizon.
- 4. Select OK to the popup box once completed importing.
The file to import actions needs to be in the following format:
| Column |
Description |
Example |
| A |
Trade Code |
BLUESKY |
| B |
Field Name |
Favourite Team |
| C |
Value |
Derby County |
| D |
Contact Name |
Michael Rawson |
A example file is available at request.
Note: Please be aware that all values inputted into the file need to match those in Horizon.