Custom Fields Import File Format

Header Description Req. Notes
Name This column is for the name of the custom field as it should appear in imports and on product screens. Y Unique names are recommended for reporting purposes.
Description This column is for the description of the custom field. Y  
Objects This column is for designating the object to which the custom field applies. Y Custom fields can be created for users, projects, tasks, pay types, bill types, expense codes, sources, currencies, units, locations and items. The values in this column need to match either the configured name of these fields (in System Settings → Entry Sheets) or actual database table names for these fields.

The currently configured names are:

  • User
  • Project
  • Activity
  • Pay Type
  • Bill Type
  • Expense Code
  • Currency
  • Source
  • Unit
  • Location
  • Item

In addition to the above labels, which are configurable and may vary, the names of the SQL database tables can be used instead:

  • users
  • projects
  • codes_tasks
  • codes_pay_types
  • codes_bill_types
  • codes_expenses
  • codes_currencies
  • codes_expense_sources
  • codes_travel_measurements
  • codes_travel_reasons
  • codes_travel_vehicles
Type This column is for designating the data type that applies to the custom field. Y All values in this field must be in ALL CAPS. Valid selections for this field are STRING, DATE, and NUMBER. The lengths for string values must be set by adding an underscore and number to the end of the value (e.g., STRING_252 or STRING_50).
Default Value This column is for designating the custom field default value. N  
Selection Values This column is for designating the values for custom fields that are select lists. N This field should only be used if the custom field is a select list with pre-defined values. Each value must be separated by a comma.
Multiple Selection This column is for designating that a custom field is a multiple select list. N This field should only be used if the custom field is a multiple select list with pre-defined values. Acceptable values are 'Y', 'y', or 'Yes'.