I created a form that contains a Custom Field. When the form is filled out, the data appears to be gathered in the Cases tab, but not the Custom Fields tab.
Also, I noticed that I can import data for a Custom Field set a number of times. Each time I import, the name of the Custom Field Set appears, followed by the new data.
Screen cap to follow, where data for "BC Form Data" was imported on two separate occasions:
Currently it appears that the Export button within the CRM/Users section will provide a csv file for all users, but the data exported is only from the "Details" tab ( the first tab), and does not include any data from the Custom Fields or Cases tabs.
The "Download import template" - This will also export all existing data (can split this out into separate button later) - does not seem to download all the data, specially if a second batch of imported data has been added. Only the first batch of imported data appears to be downloaded
@Matt Walter FYI I have sent you the datasets Helen has been using. Could you take a look at the above feedback and work with @Helen Eichel to iron things out? thanks!
@Matt Walter I understand you (and others?) are working hard on the CRM importing. I'm not sure if you're aware, but I'm under a very tight deadline, and need to have the CRM migrated, forms incorporating the Custom CRM Fields tested and working so three sites can go live by Dec 16. And I'm getting (very) concerned. You've always pulled it off in the past, so thanks very much for your help, and for attending to this Matt.
What form? I've looked at 'Test Form' as a guess, and it's working as expected. See user with ID of 43780
Fix coming later today for this one
This will be updated at a later date, to match that on the Import page
Not sure what is meant by first and second batch. It gets all data in the system.
Hi Matt - thanks very much for looking into
1) Form on https://imacomtest2.prod01.oregon.platform-os.com/test
is the default layout for the contact form. The contact form is accessing the BC Contact Details Custom Fields. Contact info from the web does not appear to populate the Custom Field tab, only the Cases tab.
4) The download populated import template, available when you want to import CRM data, does not seem to download all the data. Based only on a very limited testing, it appears that the second upload for a Custom Field set shows up in the admin, but not on the download. Three screen caps to hopefully illustrate
Thanks again for helping with this Matt!
1 - You should find this fixed now
4 - Users should only have one instance of a Custom Field Set, so it's correct that only one is pulled out by the import template. The UI is incorrect, and will be updated in tomorrow's release.
For 4, not sure I understand, but will look forward to seeing update tomorrow. Thanks very much Matt!
@Matt Walter also had provided Martin with some BC Case csv files. How best can this be imported? Thanks very much Matt
Case import is completely different. They won't be able to be imported now. We've focused on CRM Users.
Pete (my client) is insisting the case data should all be ported over now.
Thanks very much Matt
I'm thinking the Case info can be imported similar to the email lists? As a second, third, etc import pass? As long as I keep 1) the external field ( which would be the CRM id), 2) full name and 3) email address the same as the initial upload?
This will mean a potentially long tab of information, but I will not have lost any information.
What do you think?
And if you think this will work, how best to manage the nine csv form info files?
I'm thinking:
Do you think this will work? In the future? Can I re-import from my BC csv files? And delete what I'm putting up now?
Thanks very much Matt. Know you've got a lot going on. Just trying hard to keep a client happy and don't want to go through all this effort, and find I should not have.
Do I need to include optins in the import? Thanks
If I add my own first and last name fields in a BC Custom Field set I upload, will that be okay for future use? OR are you going to handle that differently in the future? Thanks Matt. And sorry for all the questions.
Does the BC Contact Details Custom Field Set found in the ImacomTest2 instance make sense? Any better way to import the BC CRM fields? Thanks Matt.
Okay, I'll stop with the questions already!
Well, for now, ....
(I can see I'm racking up Reputable User points, with all these questions. I'll have to be careful not to surpass Luke :)
Sorry - one more question...
If you say it's possible for me to upload all the BC CRM Case csv files using the Custom Field Set functionality, can you also let me know what the downsides would be?
I'm thinking it would be worth passing along the tradeoffs of this decision.
Thanks again Matt.
Unfortunately right now we haven't got the capacity to meet a deadline 5 days from first hearing a feature request; especially one as big as this.
To get the Cases data in you'd have to import as Custom Field Sets if it's needed right now.
The biggest drawback of doing that is that it's not in the Cases section of Siteglide, so when we come to implementing any new features to Cases, your data won't benefit. For example, running exports or reports on Cases. What you'll have to do is come back to the project, export from CRM, and import to Cases when that becomes available.
First name/Last name fields aren't supported as standard right now. Again, you'll need to store in CFS, and later export+import to get it in the standard field set if you want it there.
Thanks for your response Matt. I'll forward to the client.
Matt, do you have any idea when you'll be implementing CRM Case Data upload? Thanks
No idea. It's not been requested on our Roadmap. If you add it as a Feature Request, we'll see what votes it gets, and consider it when we plan the year at the start of January.
Ok, thanks Matt