How do I import custom field information?
If you have information stored in custom fields or in categories that do not fit Batchbook's default fields, you can use SuperTags to import it! We think this is easiest to show by example, so enjoy!
Identify your custom fields
Create a SuperTag and add corresponding fields
SuperTag fields can hold any of your custom field data. Create a SuperTag and add fields to correspond to your existing custom information. You can add these all as text fields for easy transition, or you can create other field types, such as date and multiple choice fields.
NOTE: If it makes sense for organization, feel free to create multiple SuperTags to store your information. Just remember that each SuperTag can store as many fields as you would like, so the reason to use multiple SuperTags is if you have distinct groups of information. For our example, we might have one SuperTag to hold all Guest Detail information, but another SuperTag to hold our custom fields for Vendor information.
Download Your Custom Import Template
Identify the Custom Columns on the Import Template
Fill Out the Import Template
Fill out the Import Template by copying and pasting all of your information (including all the default field information) into the proper columns. Save the file, checking to make sure it is still a CSV file.
Go back to the Import Contacts box and select to import a CSV file. Find the saved Import Template and upload it.