How to Import a Custom Data Type

To import a custom Data Type use the following steps:

1. From the left side navigation menu select Settings > Global Data Types.
2. The "Data Types" page opens.
3. Click the blue Actions button in the top right corner of the page.
   
   
4. Click Import Custom Data Type from the sub-menu.
5. Locate your custom data type file (.xml) on your local computer.
   Note: File format .xml is required.
   
   

How to Import a Custom Data Type CSV

To import a custom .csv format Data Type use the following steps:

1. From the left side navigation menu select Settings > Global Data Types.
2. The Data Types page opens.
3. Click the blue Actions button in the top right corner of the page.
   
   
4. Click Import Custom Data Type CSV.
5. In the Import CSV pop-up window, click the "File" field to launch the file Open dialog (shown after step 6 below).
   
   
6. Locate and select the .csv file on your local computer. Click the Open button.
   
   
7. Check the Has Header Row checkbox, if applicable.
   
   
8. Operator:  Select an operator to specific the relationship between the columns.
9. Click the blue Load Preview button to review your upload.
   
   
10. In the Load Preview section, do the following:
11. 1. Review the data in the columns.
    2. In the Type column, select an option from the drop-down list.
    3. If you select Exact Match as the Type, select an option from the Data Type drop-down list to the left.
    4. • For example: Information 1 | Exact Match | Password
         
         
11. Click the Save button to save and import the file or the Cancel button to discard.