Knowledgebase: Add Contacts
Why do I have to select a field when mapping my file?
Posted by Justin Olch on 03 November 2010 11:15 AM

The file you uploaded contains certain types of information.
The system contains certain fields to store that information.

Tip: You can customize the field names in your online database to meet your needs.

The Map Fields step is where you connect-the-dots and tell the program "I want you to store the information in this column of my file in that field within the system".

When arriving to the field mapping step during the add contacts process, the system will try to guess where you want to save your information. For example, if you have a column in your fil named "First Name" and a field in your online database named "First Name" will be selected for you.

Sometimes you will have to manually select a field to tell the system where to save the information, when you get to the map file step during the add contacts process:

  1. If you don't see the field that matches the column in your file, select the Add Contact Field from the drop down menu.



  2. You will then be taken to the next step where you can customize your Contact Field. You have a few options of field types to choose from: Text, Text Area, Check boxes, Drop Down, Date, Birthday, Phone. However, we recommend you choose Text.



  3. Once you have selected Text for your field type, you will be lead to a page where you will name your field and setup a custom merge tag and click Save.



  4. You will be lead to the Map File step where you can select your added new field from the drop down menu and click on Finish once all your fields have matched the columns from your file.


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