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Batch Import Fields ​

When you need to add multiple fields to an object at once, use batch import. This feature is ideal for the initial setup phase, such as migrating a field list from a legacy system or quickly creating fields based on a business design table.

Import entry ​

Go to Setup > Object Management > Standard Object Management / Custom Object Management. Open the target object, and click Import on the object configuration page.

Field import entry

Import steps ​

Download and fill in the template ​

  1. On the import page, download the field import template.
  2. In the Excel template, fill in the field names.
  3. In the Excel template, select the field types.
  4. Fill in the basic properties as needed.
  5. Save the Excel file.

Supported field types ​

Batch import supports the following field types: single-line text, multi-line text, rich text, picklist, multi-select, number, amount, date, time, date/time, phone, image, attachment, email, boolean, lookup relationship, percentage, URL, auto-number, department, multi-select department, personnel, multi-select personnel, location, and master-detail relationship.

NOTE

Other field types do not support batch import at this time.

Preview and save ​

  1. Upload the completed Excel file.
  2. On the Preview Data page, review the parsed field list.
  3. Adjust field properties as needed.
  4. After confirming the fields, click Save.
  5. After the import completes, return to the field list to verify the results.

TIP

The template does not cover all advanced settings. After import, administrators can still edit fields in the field list to add default values, formulas, or other advanced properties.