Creating Mappable Import User Fields in OMNIA

When Importing Tagholder information into OMNIA and you want to import information that is not currently into OMINA

Site is importing Tagholders to OMNIA as has .CSV file with tagholder information.

The information currently in the .CSV file has information that is not currently available to map during the import.

For example the site has a column of information called Permit ID, the site would like this permit ID to be visible for tagholders in OMINA.

A User Field will need to be created in OMINA, this user Field will be available for import mapping after the creation.

 

Go to Enrollment, then Select User Fields.

Select the Plus to add a new User Fields

 

Name the User Field and Select Save

After you save the User Field you will see a Fields Tab, Select the Fields Tab

 

Select Add Field

Here you will be able to customize what and how information is entered for this Field.

Name the Field, the Name to be displayed for the User Field for Tagholder.

Select Enabled, 

Select the type of field. In this example we are using Single Line of text for the Permit ID number.

Select Save

After you select Save, more Options become available. You must now configure where the User Field will be visible and to whom.

Select Views

For this example, we only want the Permit ID to be viewable for Tagholders.


When you view a Tagholder, you will now see the User Field.

 

When you import the .CSV file, select the Destination, Permit ID will be available to select as a destination.