Importing Notes

Hi @JGray30,

If you have these notes in the same file as the contact information, you would have to choose:

Start an import > Import file from computer > One file > Multiple objects

If you have notes and contacts in two files, sharing a key that maps contacts to notes, you would choose:

Start an import > Import file from computer > Multiple files with associations

You can find this explained in detail here: Import records for multiple objects

Recommended fields for such an import are:

  • Note body (required)
  • Activity date (optional but helpful)
  • Email (required)

You would then map these during the import process.

You can also find an example file of a similar import here, for companies and notes: Format import files

Best regards!