Set Groups (Hierarchical Levels)

After you have uploaded your data, listclean analyses the field names, i.e. the column headers in row 1 of the spreadsheet, and makes intelligent guesses as to the structure of the data.

For hierarchical data such as lists of both Accounts and Contacts listclean needs to establish:

  • the number of levels in the hierarchy, e.g. for lists of both Accounts and Contacts it would be 2
  • the primary field for each hierarchy level, e.g. for Accounts it would normally be the Company Name and for Contacts the Personal Name
  • for the rest of the fields, which level they are associated with


You can move fields around by dragging and dropping them. The primary field for each level is shown in red.