About this task
You import entities with Custom Fields the same way you import other entities in Targetprocess
with the exception of a few additional rules you must take into account.
Procedure
- To find all custom fields used in your process, navigate to Settings → Processes →
[Your process] → Custom Fields.
- o import the list of User Stories with Custom Fields into Targetprocess add the
additional values to the *.csv file you are going to import. Use spreadsheet editor to modify the
file, and then save it as a *.csv file.
For the example below, you’ll need to add an additional column to the *.csv file and provide the
custom field name and value.
Example: To import a user story with the “Location” custom field, add the “Location” field name
to the first line of the *.csv file and add its value, let’s say “United Kingdom,” to the second
line. 
- You can import from the User Stories List page or from Settings → Import
page.
You have to obey proper format of provided values in the file you import.
| Custom Field Type |
Possible Values / Format |
Examples |
| Text |
Any text value |
Targetprocess |
| Rich Text |
HTML code of the rich text you want to import |
to import “Text for test” left align text
put<div style="text-align: left"><strong>Text for test</strong></div>
|
| Drop-Down List |
Values that are available as options in a custom drop-down list. Missing values can be set as
well. |
United Kingdom |
| Check Box |
To have the check box checked, put TrueTo have the check box unchecked, put False |
TrueFalse |
| URL |
Label and URL address, space-separated |
Targetprocess https://targetprocess.com |
| Template URL |
URL address part |
targetprocess |
| Date |
mm/dd/yyyyyyyy-mm-dd |
09/30/20172017-09-30 |
| Number |
Any number |
321 |
| Money |
Any number, without currency symbol added |
321 |
| TargetProcess Entity |
Entity IDEntity ID and Name |
#5#5 Technical Specification |
System custom fields do not appear in the list of mapping configuration during Import.