How to import lists in an organization ?

Question

Hello,

I would like to import a list using a csv file for organizations. The problem is the fields type can only be text or dropdown. To give an exemple, I would like to import a list of contact (name, phone mail...) for each organizations. I can't do several fileds like contact 1, contact 2... because each organizations don't have the same number of contacts.

Another quick question is how to tell if the checkbox is yes or no in the csv file ?

Thank you

Marc -Devoteam- · Answer

Hi @Benjamin PRUDENT

In the background, a check-box field is actually the same as a multi-select list, and you can populate them in the same way in your csv.

Let's say your check-box field is called "Dancer" and the possible options to tick are Badger, Mushroom and Snake. You should form up your CSV as:

Summary, Dancer, Dancer, Dancer
Badgers for the win, Badger
Mushrooms for dinner. Mushroom
Badgers eat dinner. Mushroom, Badger
All the things, Badger, Mushroom, Snake

Benjamin PRUDENT · Answer

Thank you for you reply.

My question regarding the checkboxes was what need to be written in the csv file so the checkbox is checked after the import.

Marc -Devoteam- · Answer

Importing issues via CSV can include checkboxes.

Mention the field n a column and set the value, of you require multiple values, then create multiple columns of the same name