Import Notes

Notes can be added to multiple record types such as donations, profiles, grants, and scholarships. An in-system import template is available that can be used to add notes to multiple records at once. Imported notes can only be added to one record type at a time. 

1. Navigate to the Notes page and click Import in the left-side menu.
2. Click the Note Type drop-down menu and select the type of notes being imported.
   
   
3. Click [Download Template].
   • The template will download as a .csv file.
     
     
4. Open the template, enter the notes information, and then save the template to your computer. 
   • Instructions for how to fill out the template are available on the import page and are specific to the type of notes that were selected. 
     • The task_type field allows you to specify the Note Type. Note and Task Types pull from the same list in the system. 
     • The sticky field indicates whether or not the note will be placed at the top of the notes list for the associated record (Y=yes N=no).
5. Click Choose File.
    
6. Select the .csv file from your computer.
7. Click Process.
   • The user profile processing the import will populate in the Who field on the note record.
     • Proxy in as a different user or have the user whose name should appear in the Who field upload and process the import.