How to Import Meta Fields

Meta Fields can be imported in bulk using either CSV or JSON files. This feature allows administrators to quickly create multiple fields at once instead of manually adding them individually.

Before You Begin

Ensure your import file follows the required format and contains all necessary field information. Invalid file structures or missing required fields may cause the import to fail.

Importing Meta Fields

To import Meta Fields:

1. Navigate to Meta Fields.

2. Click Import in the upper-right corner of the page.

   Select your preferred import format:

   • CSV

   • JSON

     Upload your file by:

   • Clicking the upload area and selecting a file from your device, or
   • Dragging and dropping the file into the upload area.
3. Click Import Meta Fields to begin the import process.

Once the import is complete, the newly created Meta Fields will appear in the Meta Fields list.

CSV Import Format

When importing a CSV file, the file must include the following headers:

label,key,description

Each row represents a single Meta Field.

Example CSV

label,key,description
Outdoor Interest,interest_outdoor,Tracks visitor interest in outdoor activities
Customer Tier,customer_tier,Stores the customer's membership level
Marketing Source,marketing_source,Identifies the source that acquired the visitor

CSV Requirements

• The first row must contain headers.

  Headers must be:

  • label
  • key
  • description
• One Meta Field per row.
• Keys should be unique.
• Save the file in .csv  format before uploading.

JSON Import Format

When using JSON, provide an array of Meta Field objects.

Example JSON

[
  {
    "label": "Outdoor Interest",
    "key": "interest_outdoor",
    "description": "Tracks visitor interest in outdoor activities"
  },
  {
    "label": "Customer Tier",
    "key": "customer_tier",
    "description": "Stores the customer's membership level"
  }
]

JSON Requirements

• The file must contain valid JSON.

  Each object should include:

  • label
  • key
  • description
• Keys should be unique within the import file.

Best Practices

• Use descriptive labels that are easy for users to understand.
• Follow a consistent naming convention for keys, such as snake_case .
• Include meaningful descriptions to document the purpose of each field.
• Review imported fields after completion to verify accuracy.
• Test imports with a small sample file before importing large datasets.

Troubleshooting

Import Button Is Disabled

The Import Meta Fields button remains disabled until a valid file has been selected.

Invalid File Format

Verify that:

• The file extension matches the selected format.
• Required headers or properties are present.
• The file structure follows the documented examples.

Duplicate Keys

If a key already exists or appears multiple times within the import file, the import may fail or skip duplicate entries depending on your system configuration.

Missing Data

Ensure each Meta Field includes all required values before importing.

For best results, validate your CSV or JSON file before uploading and keep field naming conventions consistent across your organization.