AdvologixPM

Import Custom Objects

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The first thing to do is prepare the document to import.

Navigate to Administration Setup

Choose Import Custom objects

Step 1: Choose Record

Step 1. Choose Record
  1. Choose Matter
  2. Click Next

Follow Wizards directions:

NOTE:  Step 2 

  • If initial import (for the object - MATTER), then no records will be duplicated - choose NO on Step 2
  • If not initial Import (for the object - MATTER) - choose YES on Step 2
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