2 Replies Latest reply: Feb 16, 2012 10:46 AM by 917330 RSS

    PCM - Importing Data and User Defined Fields - Import template or XML API?

    917330
      Hi,

      I am currently part way through an implementation of PCM with my business and have created some User Defined Fields in the Comapnies module. I have data coming from a internet based form to a CSV file which I then want to eye-ball prior to loading to PCM.

      I have created a copy of the "Contracts export template report" to include these User Defined Fields, but when I try to re-import the data, the user defined fields remain un-populated.

      Does anyone know if User Defined Fields can be updated in PCM, and if so does this have to be done via the XML API functionality??

      Regards.

      Edited by: 914327 on 14-Feb-2012 03:39