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This screen is where the 'Field' names are set out. |
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The yellow fields on the right correspond to the company fields in TCM. The blue fields below them correspond to the contact fields. To allocate the fields, drag the relevant field name from the list on the right of the screen to the correct item in the list on the left of the screen. You can check to see if you have allocated the field correctly by moving through the records of the import file by clicking the buttons at the side of the 'Previewing Record #' box. Once you are happy with your field allocation you can save it by clicking on the button showing the blue disk icon. Once you are happy with the field allocation click on the 'Next' button. |
