I'm trying to update my existing accounts with a new field but when I attempt to re-import I get an error message that the data cannot be mapped. Basically when I did my initial import from the old database we used the client type was a text field. There
are only 3 options, current client type 1, current client type 2, or potential client. I want to change that field to be a drop down menu with only those three options instead of a open text field. I read that I could create a new field export the data update
that new field then delete the old one.
I created a new custom view with only the account name, text field, new drop down field. I exported with the re-import option and just drug over the old data to the new field but when I attempt to import I don't get a option to map the old data to the drop
down options. Is there a way to accomplish what I am trying to do?
Thanks for any help.
- Trevor
