How to Import & Export Custom Field Definitions

Overview
If you manage multiple accounts or environments (e.g., staging vs. production), you can bulk‑export your custom field definitions and import them elsewhere via CSV.

Step‑by‑Step Instructions

  1. Go to Settings → Custom Fields.

  2. Click Export in the top toolbar—this downloads a CSV of all field definitions.

  3. To import: click Import, choose your prepared CSV, and map the columns (Field Name, Type, Options, etc.).

  4. Review the preview, then click Confirm Import.

All your field definitions will be created or updated in bulk.

Tips

Troubleshooting & FAQs