Firstly make sure your Custom Field is set up as a checklist please click here to see how to do this. 


How to populate checklist options for importing correctly


A Custom Field set up as a checklist format will be displayed inside your account as shown below 'Services quote on':



Find on your Excel sheet the column heading 'Services quote on' and enter in one of the above checklist options - please make sure that you enter the text exactly as it is displayed inside the custom field as shown in the example below:

 

 


If you want to select more than one checklist option please put a comma (,) between each option but leave the last option without a comma.

 

When the data is imported the Custom Field checklist will automatically be populated with the checklist options as shown below: