Import dynamic field data for contacts

Settings - Installation; Contacts - View, Add and Edit Contacts

After you add dynamic fields for contacts into your CCH iFirm site, you can import data into those fields via a .csv file.

1. Click Settings > Installation > Import Dynamic Fields for Contacts.

   The Import Dynamic Fields for Contacts page displays a list of the fields that can be imported. These are the fields that have been manually added by your firm. See Add dynamic fields for contacts.

   

2. Prepare the .csv import file:
   1. Add a new worksheet in Microsoft Excel and save it as a .csv file.
   2. Type a column header called Code (mandatory).
   3. Copy the dynamic fields from the list on the Import Dynamic Fields page in your CCH iFirm site and paste them as column headers in the .csv file.
   4. Populate the rows of the worksheet with the relevant data, starting with the client code (for Yes/No fields, use Y/N in your worksheet).
   5. Save and close the .csv file.
      
3. Click Choose File or Browse (button label may be different depending on the browser you use), locate and open your .csv file.
4. Click Import.
5. Check that the data was imported:
   • A message displays on the bottom left-hand side of the page to confirm that your data was imported successfully..
     
   • Open the Dynamic Fields tab in the client record in Contacts to view the imported dynamic fields data: