Custom Entity: Importing Keys
Use import keys during data imports to link the data in the import to the correct custom entity attribute in CRMS. If two import keys are defined on a custom entity, the data in both fields is used as the unique identifier for the data in each row of the import file and for the custom entity attribute in CRMS.
- Procedure
- Select .
- Select a saved custom entity.
- The three check boxes in the
Manage Custom Entity Attributes section of the screen are the following:
Is RequiredWhen selected, the custom entity attribute data is required and cannot be null. One or more custom entity attributes must be required. Required field values are used in imports to map data to the correct custom entity attributes.Is Import KeyWhen selected, the data in the custom entity attribute is used as the unique identifier for data imports. It can only be selected if Is Required is selected.Is EditableWhen selected, the data in the custom entity attribute can be modified (by import or other means).
- Select the Is Required check box.
- Select the
Import Key check box.
Note: Is Import Key can only be selected if Is Required is selected.
- After you have selected the custom entity attributes, click Save or Done.