Custom Fields + Template + CSV Import

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Viewing 3 posts - 1 through 3 (of 3 total)
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  • 12/05/2016 at 1:46 pm #402262
    Brian Wold
    Participant

    Hi Steven, I have a client wanting to use Connections to display their membership directory. They are a small nonprofit, and they have set up an extensive Excel file to manage things… and don’t want to change.

    So they don’t just need a one-time setup, they want to manage their Excel file and then repeatedly upload into Connections to keep everything in sync.

    We’ve just purchased the CSV import and the Slim Plus template, but now I’m looking at all the custom fields they use in their Excel file. I’ve been reading the info on custom fields here: http://connections-pro.com/2015/06/23/quicktip-custom-field-adding-a-text-field/ — but then of course there’s the extra wrinkle of modifying the CSV import to pull those fields.

    In short, the money they are saving using your excellent plugin is going to be offset by the money they have to pay in order to implement all the extra custom code. Not an ideal solution, unfortunately.

    I think I read that you hope to streamline these things in the future. Any idea when that future might be?

    Thanks in advance!

    12/06/2016 at 10:30 am #402447
    Steven Zahm
    Keymaster

    @ Brian

    That eta I do not have… but… have you already done the work to register the custom text fields?

    12/07/2016 at 2:06 pm #402635
    Brian Wold
    Participant

    Not yet. Hoping to get it started later this week, but I’m juggling projects, so it may slide.

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