Affects Version/s: 1.5
Fix Version/s: 1.6
Update the "headerPattern" regular expressions in XML files so that the column header values from our exports will automatically map to the import drop-downs for the following "primary export" columns which currently do NOT map or map to the wrong drop-down value:
Internal Contact ID
Contact Sub Type
Is Deceased - this missing from Import mapping drop-down, it s/b importable
Location Type - maps erroneously to "Location Name"
Postal Code Suffix - maps erroneously to "Individual Suffix"
Phone Type - maps erroneously to "Phone"
IM Provider - maps erroneously to "State"
Source of Contact Data
Preferred Mail Format
Do Not Phone - maps erroneously to "Phone"
Do Not Email - maps erroneously to "Email"
No Bulk Mail (Opted-out)
— original post from robin monks ----
A .csv exported from a CRM site when imported, many of the fields won't match, requiring alot of custom configuration.
The field matching should become smarter, and exports should be made compatible with crm imports.