Handling of Custom Fields for Inventory and Projects During a Project Import

Custom field values are imported for the project or inventory items as long as the following conditions are met:

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The name and field type of a custom field for the project in the import data file must match the name and field type of a custom field defined in the target project. Additionally, if the field type is “dropdown”, the value of the field in the import file must match one of the “dropdown” values defined for the field in the target project.

The value imported for a custom project field overwrites the value of the corresponding field in the target project. If the imported field has no value, the target field value is null.

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The name of a custom field for an inventory item in the import data file must match the name of a field defined for the identical inventory item in the target project. Additionally, depending on how you configure the import process, the value in the import data file can overwrite or be appended to the value of the field for the target inventory item. See “Inventory Notes Handling” Options in the Web UI.