What order do my columns/fields need to be in when importing data into Cadence?
Columns/fields can be in any order.
There are a couple of considerations to keep in mind:
- If you have configured custom fields as "required" for your imports, please continue to supply those fields. If previously-provided fields are no longer included, and the fields are not set to "required", they will be overwritten/removed in Cadence. To learn more about fields, click here.
- When you initiate an import, new contacts will be added and existing contacts will be updated (never duplicated or deleted).
- You can remove user assignments via import by importing a blank value in the "StaffId" column.