Import Notes

[Arnold1]

It was previously possible to import Notes and associate them with Deals, based on the Record ID of the Deal. 'Notes; no longer appear on the list of objects that can be imported.

How do you go about importing Notes now, and associate them with Deals?

[karstenkoehler · Accepted solution]

Hi @Arnold1,

They still show up for me, see below.

Are you a super admin or could permissions be limiting the objects you have access to?

Best regards

[franksteiner79 · Accepted solution]

Hi @Arnold1 

You can definitely still import notes. Yoinforet select the objects (contacts, deals, etc.) and then the activities (notes, meetings, tasks) on the import screen.

Frank 

[Arnold1]

Thank you Frank

[karstenkoehler · Accepted solution]

Hi @Arnold1,

They still show up for me, see below.

Are you a super admin or could permissions be limiting the objects you have access to?

Best regards