CSV layout and Smart Fields

Ryan Fowler

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Dec 8, 2014, 12:30:27 AM12/8/14

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Hello,

I'm having trouble getting the smart fields set correctly using Excel CSV file. I'm having a mental block and can't get the layout right reading the instructions.

I have uploaded a sample of how I think it should go.

Thank you in advance for any help!

Ryan

SmartFieldQuestion.txt

Ryan Fowler

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Dec 8, 2014, 1:02:19 AM12/8/14

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I think I have it figured out after several hours. I need to use the index # instead of the text "yes'

Christopher Henderson

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Jul 3, 2019, 3:38:03 PM7/3/19

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I'm actually new to this software and am stuck on a similar issue, any feedback would be helpful.

Natalie Allan

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Jul 3, 2019, 7:23:30 PM7/3/19

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Hi Christopher,

I'm an expert Template creator and partner with iAuditor.

Email me any questions to in...@natalieallanconsultng.com

If I can help you quickly I will, or I am happy to quote you to assist in setting up your templates so they are exactly what you need.

Natalie

Natalie Allan

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Jul 3, 2019, 7:25:06 PM7/3/19

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Hi Ryan,

The CSV upload is a cool feature but takes some getting used to. I'm an expert Template creator and partner with iAuditor.

Email me any questions to in...@natalieallanconsultng.com

If I can help you quickly I will, or I am happy to quote you to assist in setting up your templates so they are exactly what you need.