Mapping one-to-one fields
Most columns in the source CSV files are associated with a single field in NexJ CRM. Mapping a source field to a target field depends on the format of the target field.
- For fields in string format, choose whether text in Rich Text Format (RTF) should be converted to plain text. NexJ CRM currently supports only plain text in all fields. In the Text Converter field, if you specify
rtf2plain, then all RTF formatting codes will be removed during import. Otherwise, the RTF formatting codes will be included in the field. - For fields in date format, specify the date format in the Format field. Choose one of the formats available in the drop-down list or enter a new format by typing it in the field.
- For fields in the timestamp (date and time) format, specify the format in the Format field. Choose one of the formats available in the drop-down list or enter a new format by typing it in the field. Specify the location for determining the time zone in the Unit field.
- For fields in the boolean format, the complete list of values in the column appears below the source field name. For each possible value, specify whether it should be imported as
Trueor asFalse. - For other fields with a limited set of possible values, such as Activity Type or Gender, the complete list of values in the column appears below the source field name. For each possible source field value, specify the equivalent target field value.