Specify a field value once-only during an import
While importing you enter a value for a field that applies to all the records to be imported.
Example:
In the import definition for sales contacts, you use Ask for value once when populating the credit limit field.
- You first import 500 sales contacts (small and medium-sized companies) and enter a credit limit of €5,000 once. This credit limit applies to all 500 sales contacts.
- You then import 30 large accounts and enter a credit limit of €50,000 once. This credit limit applies to all 30 large accounts.
The difference with the Fixed value option is that, for that option, the value is saved in the import definition. If you use the Ask for value once option, Profit always imports the same value, but this value is not saved in the import definition.
Profit also has an option for asking for a value per line.
To set an import definition:
- Go to: the import function.
- Click repeatedly on: Next. The field list appears.
- Select the Profit field.
- Select the Ask for value once field option.
- Complete the rest of the wizard and perform the import action.
- Enter the fixed value.
- Click on: OK.
Profit performs the import.
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