How to upload custom fields
This guide will explain how to upload custom fields.
1. Click the 3 Lines in the top right-hand corner.
2. Select ‘Import Custom Fields’
3. You should then see the Import Custom Field Page, click ‘Choose File’ to select the spreadsheet you want to upload. (Before you do this it is important to check that the spreadsheet reaches all the check list requirements, as if not it can cause the import to fail).
4. Select the spreadsheet you want to upload and Click ‘Open’.
5. Once you have selected the file click the Import Button.
6. It should then bring you to the Import page where you can see the data you are trying to upload. (If a field is highlighted in blue this means that it’s a new custom field that needs to be added before proceeding. To do this, click ‘Create Missing Custom Fields’).
7. When you have clicked ‘Create Missing Custom Fields’ you will then need to choose the ‘Field Type’ this is when you decide whether you want the Custom Field as a ‘Text’ Field or a ‘Yes/No’ field. When you have decided click the ‘Create’ button on the bottom right of the pop-up.
8. When you have clicked ‘Create’ the pop-up will disappear. If you are happy with how everything looks Click the ‘Import’ Button in the top right hand corner.
9. Once you have pressed ‘Import’ you should see the following screen, this means that the import is complete.
Things to take into account
When you have completed the Import, you will then need to set up your Custom Fields so that they appear on your pupil cards etc. To do this follow the guide below:
https://www.tes.com/knowledge-base/class-charts/how-to-create-a-custom-field
