Liaison EMP

"Source Bucket" Field on Import .csv's

I would like to be able to add a "Source Bucket" field to a .csv import file.  Right now our Admissions team sends a list, which they want sourced a dozen different ways; this requires a dozen imports (turning a 5 minute task into an hour).  I would like to be able to import just 1 list, specifying the Source Buckets within the file, allowing me to verify all import mappings just once. 

  • Guest
  • Apr 1 2019
  • Already exists
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  • Kraig Etzel commented
    2 Apr, 2019 02:37pm

    Yes, Yes, Yes, Yes, Yes!

    One significant use for this would be when first setting up an install so records from the previous CRM can be marked appropriately with an original source other than "Initial Import" which isn't useful at all.