Configure Fields and Custom Fields

Overview

Contact imports can be configured to ensure data quality as new contact records are added over time. In addition to the standard fields for each contact that is imported, you can specify up to 25 additional custom fields.

Note: If you are utilizing an integration, configuring fields will be found within your integration set up and will not be located in Data Management.


Setting Up Fields

1. Navigate to " Team Name" > Data Management.

2. Enter in your custom fields in the Fields / Header Row text box. You can copy/paste them from a spreadsheet or type them in, separated by commas. Up to 25 custom fields can be included.

*Note: If you have previously imported custom data into Cadence, be sure to include all of the previous custom fields.


3. Specify Required, Mergeable, and Visible to Users settings. Click [Continue] to complete the process.

After completing the process, you will now be able to start importing data. Keep in mind that the data you import must match up with the fields and requirements you have defined for your team. After initial setup, additional custom fields can be added, re-named, and configured by navigating to " Team Name" > Data Management > Fields.

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