How can I import information into a new custom field?

The General import can be used to add data to a custom field.

1. Go to Company > Settings > Import Data.

2. Select New Import.

3. Scroll to General Import.

You'll want your .csv to include a unique identifier (Company email, Employee Number, or GUID) as well as whichever custom fields are being imported into. When importing into the Select option, make sure that the values in Namely are an exact match to the values on the spreadsheet. 

Refer to HRIS Imports: General Import for further details and instructions.

Example: If a dropdown lists ‘Client Operations’ in Namely and ‘Client Ops.’ on the spreadsheet, the import will not successfully complete.