You need to go to the field settings for Field A and set it to unique. Only then can it be used as a custom merge field for CSV imports.
It's also a good idea to check the box to check all current values are actually unique.
A quick update on the custom merge field issue......I could not get that field to show up by changing the property to 'unique'. I had to also make it the 'key' field for that table. Once I did that, I was able to select it as the merge field.
Regardless, your suggestion brought me to a working solution. Thanks.
Is Field A a formula field? The merge should be able to work on any unique field (not just a key), but I believe if it is a formula field it will not work. Glad you found a solution!
Hi Mike,
Thanks for reading and asking.
The field was not a formula field. It was a simple text field.
Although I have found a solution for my .csv upload, I'm still going to go back and try to get it to work without it being a "key field", just to see if I can figure out what the issue was.
Thanks again...Aaron
