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Community configurations

Communities - Custom Field Merge

Custom field merge helps to update the custom variables for community members. With the help of excel file, we can add upto 5 custom variables and update the same for community members.
How to use custom field merge?

Go to: Communities >> Edit >> Import/Export >> Custom Field Merge Survey Software Help Image

Steps:

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  • Open MS-Excel.
  • Add first column as email address followed by Custom1,Custom2….Custom5. First row should always be row header.
  • Add the member's email addresses and custom variables data.
  • Browse for the file and click on merge member data.

Excel file format:

Survey Software Help Image
Note: Custom field merge supports only 5 custom variables. File with at least one custom variable is mandatory.

License

This feature is available with the following license :

Communities

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