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Hi,
Is it possible to change the default field map that is used when a user clicks on the Import from Excel option?
For my current scenario I have table of Locations/Addresses that users want to use the "Import from Excel" option with. The Locations table contains an "Associated Account" field that is a lookup/reference to a record in the Account entity.
The Account entity itself has the standard name column (which is the designated Primary Name Column). We have also added a custom "Account Reference" column which contains an autonumber reference for the account.
When staff run an import they ideally want to enter the Account Reference (rather than the Account Name). With the default import process (i.e. where they don't go in and edit the field mappings) this will fail with a "The lookup reference could not be resolved" error as by default it is only trying to match using the name field (PNC) or the accountid Guid and not the custom "Account Reference" field. I know I could create and share a custom map that also uses the custom field but this will lead to support calls when staff forget to use it.
What I would like to do is simply change the default map so that it automatically uses "Account Reference" as a lookup field when staff are importing locations via "Import from Excel". Is this possible at all?
Thanks
Alan
Hi Alan Roberts,
Unfortunately, there is no way to modify the default field mapping. You could only create a data map and then select it to map the field as you say.
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