Prerequisites for Importing Matrix Items

Before you can import matrix items, you must do the following:

• Ensure that the Matrix Items feature is enabled, at Setup > Company > Setup Tasks > Enable Features, on the Items & Inventory subtab.
• Set up a custom list and a custom item field for each matrix option, at Customization > Lists, Records, & Fields > Lists > New and Customization > Lists, Records, & Fields > Item Fields > New. (See detailed instructions below.)

To set up a custom list for a matrix option:

1. Go to Customization > Lists, Records, & Fields > Lists > New.
2. Enter a name for the option, choose the display order for option values, check the Matrix Option List box, add the values that you want to be available for that option, and click Save.

To set up a custom item field for a matrix option:

1. Go to Customization > Lists, Records, & Fields > Item Fields > New.
2. On this page, do the following:
   1. Enter the name of a custom list in the Label field.
   2. Check the Matrix Option box.
   3. Select the custom list from the List/Record list.
   4. On the Applies To subtab check the boxes for the types of items that can have this matrix option.
   5. Click Save.