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Importing first and last name fields
Importing first and last name fields

When importing people, this article describes options for first and last name

Michael Fatica avatar
Written by Michael Fatica
Updated over a week ago

MetaLocator has had only one long-standing "required" field for each record, and that is the "Name" field. Technically speaking, you can still import records without it, but if you attempt to manually edit a record, the system will require a value for the name field.

For users importing the name as two separate columns, this can be a bit frustrating. This article describes the best practices for importing the name column as two fields.

  1. Automatically set the Name field to First Last: Using an Import Mapping, the name field can be automatically set to the concatenated First and Last name values with a space in between. A new Transformation Mapping should be created with the following template:

    {% if}{{}} {{}}{% endif %}

    This presumes your field names are "firstname" and "lastname".

  2. Update the data in Excel: If the import spreadsheet contains a column for firstname and lastname, a new column called name could be added containing a formula as shown below:

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