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Problem Importing Drop Down List data in Version 2009 11.0

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Copper Contributor
Posts: 34
Country: United States
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Problem Importing Drop Down List data in Version 2009 11.0

I have created a new field and would like to import the drop down list data that I would like to attach to that field rather than type the 55 item list in or put the info in as I go.  I did a search for the problem and saw several generic import postings but not this specific one. Have never had problem importing data before and have done a lot of contact data importing.  Read the instructions about creating the csv or txt files but when I import nothing gets imported. I could be just stupidly missing something but am not clear.  The instructions don't make clear what you should use for column headers in the file but someplace I saw a comment about calling the the main field you are importing "Value" so I used that at the top of my column in a tab delimited text file. 

 

Any help appreciated. Let me know if I left out any info you need to help.

 

TIA

 

JTB


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Solution
Accepted by topic author jtbamford
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Problem Importing Drop Down List data in Version 2009 11.0

Importing a Drop Down List is done through the Tools > Define Fields > Manage Drop Down Lists option.

You can create a new list or edit an existing one > on the 2nd screen for editing the list is the option for Importing a file.

 

Although there are several file types you can import, if you have any trouble with your current file I recommend you save your file as a TXT format (copy and paste into a Notepad document) and surround your values with double quotes - then import the TXT file.

For example your values will appear in the file:

"value1"

"value2"

"value3"

 

 

Greg Martin
Sage

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Solution
Accepted by topic author jtbamford
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Problem Importing Drop Down List data in Version 2009 11.0

Importing a Drop Down List is done through the Tools > Define Fields > Manage Drop Down Lists option.

You can create a new list or edit an existing one > on the 2nd screen for editing the list is the option for Importing a file.

 

Although there are several file types you can import, if you have any trouble with your current file I recommend you save your file as a TXT format (copy and paste into a Notepad document) and surround your values with double quotes - then import the TXT file.

For example your values will appear in the file:

"value1"

"value2"

"value3"

 

 

Greg Martin
Sage
Copper Contributor
Posts: 34
Country: United States

Re: Problem Importing Drop Down List data in Version 2009 11.0

[ Edited ]

PERFECT SOLUTION !! My text files that I saved from Excel "Save as" did not have the quotation marks in the file. I tried several ways but no deal. Saved into Notepad, put in the quotation marks and worked perfectly.  Thanks much.

 

JTB

Message Edited by jtbamford on 04-09-2010 09:13 AM