Identifying Imported Fields

You can map the fields defined in your imported data to OrgPlus predefined fields. These fields are used with the track changes functionality, and to populate view templates and predefined reports.

Field mapping is defined in the Identify Fields dialog box:

There are two columns in this box:

·   The OrgPlus Field column contains all of the OrgPlus predefined fields.

·   The User Field column contains the fields included in your imported data document. They are placed in line with the predefined fields they most closely match.

To identify field mapping:

1        In the Identify Fields dialog box, find the field in the OrgPlus Field column to which you want to map a field from your document.

2       Click the right side of the associated cell in the User Field column to expand the dropdown menu, and select the field you want mapped.

3       If the selected Maps To field is also mapped elsewhere, make sure you unmap it using the instructions below.

To unmap a field:

1        In the Identify Fields dialog box, find the field in the User Field column you want to unmap.

2        Click the right side of the cell to expand the dropdown menu, and select {Unmapped}.

When you have identified all field maps, click Next to continue the import process.