Mapping Fields

The second step of importing data into ServiceCEO is to map the fields from your data source (the text, Access, or XML file) to corresponding fields in the ServiceCEO database.

Click Next from the first page of the Data Import Wizard to display the second page of the wizard.

Be sure to read the instructions on this screen of the wizard carefully.

Select the Key check box to mark the field as a Key field if you are updating existing data instead of adding new data. Existing records that have matching Key Field values will be updated instead of adding new records to the catalog. If the Key field's value has no corresponding value in ServiceCEO, a completely new record will be created for that part.
Note that some fields are Key fields by default. A complete description of all fields, including the default key fields, is located in the ServiceCEO Import Template.
If you are importing customers, you should configure several (one to three) Key fields, typically at the customer, location, and contact levels.

Select or type a value in the appropriate Map this Field field. See the ServiceCEO Import Template for details.
A field marked as a Key field must contain a mapped column. Note that this column cannot contain any null values; a zero value is acceptable, but a null value will generate an error.
If you have no data that you want to import into a Key field, simply link the Key field to a blank column in the import file.

Tip!

Tip:
When mapping your fields, you can manually enter a field value for all imported records. For example, if your data source has no field corresponding to the ServiceCEO Credit Problem? and/or CostTaxable field, you can type yes, no, true, or false into its corresponding Map This Field field to set all imported records to that value. Another good use of this feature is to create a new demographic containing all of the customers being imported by typing a name for the new demographic in the Map this Field column for the NewDemographicName field.
Warning: This is a powerful feature. Be very sure that you want every imported record to be updated to the value you enter before continuing.

See the Creating New Master Products from the Vendor Catalog section for details about mapping fields for inventory imports.

Once you've completed mapping the fields, click Next. The next page of the Data Source Configuration wizard previews your import using the defined data mapping you just created. See the Preview Import section for more.

Next Topic: Preview Import

Back to the Importing Data Table of Contents