Import notes into CommunitySuite from a different system.
- Select Notes from the Home page.
- Select Import.
- Click the drop-down to select the type of notes that you want to import.
- Click Download Template. The template will download to your computer's Downloads folder.
- Open the template, and enter the donation_id and note_text fields for each donation that you want to import (all other fields are optional), then save the .csv file to your computer.
- Task Types and Note Types pull from the same list in the system. The task_type field is just the database name that was chosen to represent those fields.
- task_type_id and task_type_name are essentially the same fields, so if you choose to enter this information, only one of these fields needs to be completed.
- the sticky field indicates whether or not the note will display a the top of the screen (Y=yes N=no)
- In CommunitySuite, click Choose File, then select the file and click Open.
- Click Process and your donations will be imported to the system.
