Importing Multiple Values to a Checkbox Custom Field

Contents
New Account Import
Batch Update

Assistance with Self-Import

Assistance with troubleshooting self-import as well as formatting data for self-import is only provided via consultation. For more information and to fill out a form requesting a consultation, please visit our NeonCRM Consultation page here.

New Account Import (Pipe Delimiter)

You can view your Account Custom Fields at System Settings > Home/Dashboard > Account Custom Fields.

Below is a basic checkbox account custom field with Mornings, Afternoons, Evenings, etc. as values.

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 You can import data to checkbox account custom fields by using a pipe to separate the items that you wish to import in your data spreadsheet. A pipe is a straight up-and-down line. On your keyboard, it should be located on the backslash key, usually right above or below the "return" or "enter" key. To create a pipe, hold down the shift key and the backslash key at the same time. No spaces are required before or after the pipe.

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When importing this data, when you get to the mapping phase, you'll be able to map each pipe-delimited value to its appropriate value in NeonCRM.

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Once you complete the import, you'll find that the checkboxes are properly populated based on the pipe delimiters in your data sheet.

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Batch Update (Separate Columns)

In order to import multiple values to a checkbox field for existing accounts, your import data must use a different format. The import steps are the same as described above, it's only the formatting that differs. 

Instead of adding a pipe delimiter between each value under a single column, you will need to place each different value in a separate column, as shown in the example below.

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Neon will give you an error message if you have any duplicate headers, which is why the above example data appends (#) to the custom field name. 

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