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How can i add custom text field from a CSV File

Forum|Forum|1 year ago
December 4, 2024
3 replies
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Hi guys,

I've been trying to import custom text fields from a csv file, into an envelope for the past week, I just can't figure out how. I've looked through most of the posts regarding the same topic.

We are trying to send a contract for 130 individual people with individual details, it works fine with the pre-made fields such as "name" or "email".

From what I've seen, I need to specify a text field and rename the data label, but it's not working for me.

When I import my csv file, everything seems fine, for example, my custom field with "Location" is shown in the import summary with 0 errors.

My CSV Header looks like this:

Thanks in advance!
Alex

Best answer by gameVerband

Edit: I was able to figure it out myself.
My problem was that I added the custom fields afterwards.
I made a new template including my custom text fields and labelled them with my custom field names. after using my template and importing the csv the import worked.

G

gameVerband

AuthorAnswer

New Voice

Edit: I was able to figure it out myself.
My problem was that I added the custom fields afterwards.
I made a new template including my custom text fields and labelled them with my custom field names. after using my template and importing the csv the import worked.

C

Christopher.Alpizar

Docusign Employee

Hi @gameVerband,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

N

nzlittleman

New Voice

Edit: I was able to figure it out myself.
My problem was that I added the custom fields afterwards.
I made a new template including my custom text fields and labelled them with my custom field names. after using my template and importing the csv the import worked.

@gameVerband I’ve been having issues on this myself so keen to understand how you got it to work. How did you make the template using the custom fields?

I’ve created a custom document field. Text.

Created a template.

Used template

Bulk Send

Uploaded csv and field shows (its a 6 digit number)

Added document field to document

All other standard fields work but the custom one won’t show.

Like you, spent a week looking a this. Painful :-)

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