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  • 1.  How to import budget fields in which there is a drop down menu

    Posted 07-05-2022 08:26

    Hi everyone,

    Looking for some advise!!!!

    I am trying to import a budget and one of the fields that I need to import is a Custom Field which has several options that can be checked.

    If I try to import data for that field by adding only one value, it works perfectly and the system checks the option imported, but I do not know how to do when I need to select several options. Any guidance?

    Thanks in advance.
    #Miscellaneous

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    Roberto Feijoo
    EMEA Technology Account Manager
    Merck & Co.Spain
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  • 2.  RE: How to import budget fields in which there is a drop down menu

    Posted 07-07-2022 13:19
    Hi Roberto,

    The budget custom fields can be imported with multiple values as well. Please ensure that the custom budget items field created under Admin is created as a multiple choice answer type, post which in the import file we can add the choice separating by comma and a space.

    For example if the choices are a, b and c, in the import file they can be added as "a, b, c".

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    Megan Clark
    Assistant Team Lead, Online Community Marketing
    Cvent
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