Can I use a previous List Import to map fields?

Subject

Applies to: Admin/Branch Manager
Purpose: Using previous list import to map fields
Location in Ricochet: Configuration > Upload Leads

Description

The instructions in this article require Branch Manager permission or above

This article addresses attention points when using previous list import to map fields in Ricochet.

Resolution

Yes you can use a previous list import to map the fields, however be very cautious with using a previous list import.

Double check each field to ensure the fields from your spreadsheet are mapped to the correct location in Ricochet on the dropdown.

Make any necessary changes prior to submitting your list import.

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.