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First, you need to create an Import Profile to user for the upload. Click here for more information on how to do this.
For Notes you will need to create a Notes Destination.
The following fields will need to be Key Fields for the Notes Profile if you are importing one note against your object:
The following fields will need to be Key Fields for the Notes Profile if you are importing multiple notes against your object:
The following fields are also mandatory for this import but not Key Fields:
Then, you need to create your import file that you will use to upload the data. Below is a sample file showing you how to format it:
All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.
We always suggest running an Import Job on your test platform first, before you upload the data on live.
To learn how to complete an Import Job, click here.
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