Importing Notes

[jnix284]

Hi @JGray30 to import notes, you’d need to use a multi-object import. You can create new notes this way, but you can’t modify existing notes.

Only calls and tasks can be imported as single objects.

How to import multi-object:

• • Multiple object or activity import in one file:
    • Select One file, then click Next.
    • Select Multiple objects, then click Next.
    • Select the objects and activities in your import file, then click Next.
• • Multiple object or activity import in two files:
    • Select Multiple files with associations, then click Next.
    • Select the two objects or object and activity, then click Next.