Here is a collection of tips and tricks when working with Data Imports in Membrain.
When importing several data points into a Multi-Select field in Membrain. You can use a comma (,) to separate the data points in the same cell.
- In this example, we are importing Sales Project data to a Custom Field called Competition.
- We want the Competition to be ArchRival (option 2) and RivalCorp (option 6). In the sheet or excel, we are working in, we simply separate these options using a comma (,)
Relationship Custom Fields are a really powerful way to connect information in Membrain. Importing data into Relationship Custom Fields is available for:
- Sales Projects
- Account Growth Projects
Importing this kind of data is only available with existing Relationship Custom Fields. Read this article to learn how to set up a Relationship Field in Membrain.