You can now import custom data fields together with other important information from your readers to the Universal App!
There are three simple steps that you need to do to import the custom data of your reader's:
You need to add a column header beginning with custom_ (for example: custom_address) on your CSV file.
Import the CSV file to your Universal App.
Download the imported reader's list included with the custom data.
Let's start!
Create your CSV file. If you don't have it yet, don't worry, we have provided a template that you can download from your CRM > Readers page on your Universal App.
To add custom data, add a custom_column to your CSV file. You can insert any custom data you need, for example, custom_address. Later on, when it is imported, it will be shown as address.
Please note that any column that did not begin with custom_ will be ignored.
Once you have filled out all the data you need, import the CSV file to your CRM > Readers page in Universal App. We have provided a guide here, where we walk you through step-by-step how to import a CSV file of your readers' list.
When it is done importing, the custom data will be shown as Custom Data on the Registered Readers List. When being hovered, it will show the information that was listed on the CSV.
If you would like to download the list of your readers, you can do so by clicking the "Download CSV" button located at the end of your CRM > Readers page.
After clicking "Download CSV" you will see a pop-up where we will ask you to input the title of custom column that you want to download together with the information of your readers.
To have your custom data included in the report, please manually add the name of the data. For example, you have added a custom_address, and custom_taxnumber column on the CSV file that you have imported, therefore, insert the column name of "address" and taxnumber" into the box provided. For this step, do not add the word "custom" in front of the title.
That's it! You have successfully imported, and exported custom data of your readers!
👇 You can also watch our help video below to see how it works 👇
Have questions? Feel free to reach out to our live chat at the bottom right corner of your Universal App dashboard or simply send an email to support@magloft.com