How To: Import Notes

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• How To: Import Notes

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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:

• Mapped ID - This is the ID of what you are wanting to import against. For example, the Course Date ID or the Company ID

The following fields will need to be Key Fields for the Notes Profile if you are importing multiple notes against your object:

• Mapped ID - This is the ID of what you are wanting to import against. For example, the Course Date ID or the Company ID

• Note - This is the content of the Note

The following fields are also mandatory for this import but not Key Fields:

• Mapped ID - This is the ID of what you are wanting to import against. For example, the Course Date ID or the Company ID

• Mapped ID Type - This is the type of object you are wanting to import against. For example, a Course Date or Company. This field is a constant value and you must enter the numerical value. See below for your options:

  • 1: User

  • 3: Company

  • 7: Award

  • 8: Course

  • 12: CourseDate

  • 13: UserCourseDate

  • 17: Invoice

  • 21: Opportunity

  • 22: UserAward

  • 25: Resource

  • 27: ResourceRequirement

  • 29: Placeholder

  • 34: Order (Purchase)

• User ID - This is the ID of the User that owns the note

• Note - This is the content of the Note

• Note Type - This is the ID of the Note Type (Not the label) (For assistance in finding your note type ID’s, please contact the support team)

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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:

Notes.csv

All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.

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