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Use Multi-Select Field for Import Mapping

Create a multi-select field with predefined option values to classify imported data during the import process. This allows you to map incoming data to specific requirement levels, such as whether an item is preferred, required, or not needed, ensuring consistent and structured data mapping.

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Create a Multi-Select Field

Step 1: Log in to your agent dashboard and click More > Application & Profile Builder, as shown in the screenshot below.

 


Step 2: Scroll down and locate the section where you want to add the field with the multi-select feature. Then, click the corresponding pencil icon to continue.

The section where you add the multi-select feature must be within the Client Application Builder.

 


Step 3: Scroll down and click the Add Field button.


Step 4: Enter the Field Label and Profile Label.

 

 

Step 5: Select Checkbox Preferred/Required option from the dropdown list for the Field Type.

 


Step 6: Enter the list options for your field, and select the mutiselect21 option in the Model field.

 

Step 7: Click the Save button to confirm the changes.


The multi select field will be added successfully.

 

Map the Multi-Select Field During Import

Map imported data to the multi-select field to apply the correct option to each record.

Step 1: On your agent dashboard, click More, then select Import and Other Tools, as shown in the screenshot below.

 


Step 2: Click the Import Clients button under the Clients heading.

 

 

Step 3: Select the CSV file, and click the Open button.

 

Step 4: Select the Email field for the email column in the CSV file, and select Multi Select Checkbox (the field label you entered in Step 4 in the Create a Multi-Select Field section above). Then, choose the Pipe option as the separator.

 

 

Step 5: Scroll down and click Advanced Options to expand it.

 

 

Step 6: Check the Update Existing Users (if a user with a matching email already exists they will be updated with the new fields you set here) checkbox. Then, click the Import button to import the data from the CSV file.

 

Step 7: Click the Close button to proceed.

 

Step 8: In the Clients section, click the imported user in the client list to view its details.

 


Step 9: Click the Profile tab to open the client profile.

 

Step 10: Select the section in the left navigation bar where you added the multi-select field.

 

 

The system will successfully import and map the data into the added field in the selected section.